Latest Institutional Purchases of Ishares S&P 500 Growth ETF (IVW)
This list provides information on the latest institutional transactions involving Ishares S&P 500 Growth ETF (IVW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
58+ 0.42% |
$6.86K - $7.32K
|
13.8K
$1.68M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
54+ 2.22% |
$6.39K - $6.82K
|
2.48K
$300K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
49+ 0.89% |
$5.8K - $6.19K
|
5.52K
$669K
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
46+ 0.77% |
$5.44K - $5.81K
|
6K
$726K
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
40+ 0.82% |
$4.73K - $5.05K
|
4.91K
$594K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
33New |
$3.9K - $4.17K
|
33
$3.99K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
31+ 0.52% |
$3.67K - $3.91K
|
5.99K
$725K
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
29New |
$3.43K - $3.66K
|
29
$3.51K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
28+ 1.28% |
$3.31K - $3.54K
|
2.22K
$268K
|
|
|
Jan 21, 2026
Q4 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
28+ 0.21% |
$3.31K - $3.54K
|
13.7K
$1.66M
|
|
|
Jan 28, 2026
Q4 2025
|
Mcia Inc
|
BUY
|
- |
27+ 0.83% |
$3.19K - $3.41K
|
3.29K
$398K
|
|
|
Jan 27, 2026
Q4 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
27+ 0.08% |
$3.19K - $3.41K
|
35.1K
$4.25M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
17+ 0.37% |
$2.01K - $2.15K
|
4.6K
$557K
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
16+ 0.06% |
$1.89K - $2.02K
|
28.8K
$3.49M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
15+ 0.18% |
$1.77K - $1.89K
|
8.5K
$1.03M
|
|
|
Jan 26, 2026
Q4 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
14+ 18.42% |
$1.66K - $1.77K
|
90
$10.9K
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
12+ 0.09% |
$1.42K - $1.52K
|
13K
$1.58M
|
|
|
Jan 23, 2026
Q4 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
12+ 0.65% |
$1.42K - $1.52K
|
1.87K
$227K
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
12+ 0.06% |
$1.42K - $1.52K
|
20.4K
$2.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10+ 0.21% |
$1.18K - $1.26K
|
4.84K
$585K
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
10+ 0.32% |
$1.18K - $1.26K
|
3.14K
$380K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
8+ 0.11% |
$946 - $1.01K
|
7.07K
$856K
|
|
|
Jan 23, 2026
Q4 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
7+ 0.11% |
$828 - $884
|
6.31K
$764K
|
|
|
Jan 29, 2026
Q4 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6+ 0.1% |
$710 - $758
|
6.25K
$756K
|
|
|
Jan 23, 2026
Q4 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.09% |
$710 - $758
|
6.76K
$818K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5+ 3.85% |
$591 - $631
|
135
$16.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$591 - $631
|
5.64K
$683K
|
|
|
Jan 29, 2026
Q4 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
4+ 0.1% |
$473 - $505
|
4.09K
$495K
|
|
|
Jan 27, 2026
Q4 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
4+ 0.12% |
$473 - $505
|
3.22K
$389K
|
|
|
Jan 20, 2026
Q4 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
4+ 0.01% |
$473 - $505
|
50.1K
$6.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.03% |
$473 - $505
|
14.7K
$1.78M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4+ 0.08% |
$473 - $505
|
4.73K
$573K
|
|
|
Jan 12, 2026
Q4 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4+ 0.1% |
$473 - $505
|
4.09K
$495K
|
|
|
Jan 28, 2026
Q4 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3+ 0.11% |
$355 - $379
|
2.76K
$333K
|
|
|
Jan 26, 2026
Q4 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
3+ 0.06% |
$355 - $379
|
5.39K
$652K
|
|
|
Jan 26, 2026
Q4 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
3+ 0.06% |
$355 - $379
|
5.28K
$639K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3+ 0.02% |
$355 - $379
|
19.6K
$2.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.02% |
$355 - $379
|
18.5K
$2.24M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.13% |
$355 - $379
|
2.33K
$282K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$355 - $379
|
2.65K
$320K
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
BUY
|
- |
3+ 1.2% |
$355 - $379
|
253
$30.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3+ 0.02% |
$355 - $379
|
15.9K
$1.92M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3+ 0.12% |
$355 - $379
|
2.43K
$294K
|
|
|
Jan 29, 2026
Q4 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2+ 0.11% |
$237 - $253
|
1.77K
$214K
|
|
|
Jan 29, 2026
Q4 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2+ 0.11% |
$237 - $253
|
1.84K
$222K
|
|
|
Jan 26, 2026
Q4 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2+ 0.03% |
$237 - $253
|
7.04K
$852K
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2+ 0.15% |
$237 - $253
|
1.35K
$163K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
2+ 0.12% |
$237 - $253
|
1.67K
$202K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.07% |
$237 - $253
|
2.75K
$333K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.1% |
$237 - $253
|
1.98K
$239K
|
|