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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
5.28K+ 7.96% |
$575K - $642K
|
71.6K
$8.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
BUY
|
- |
5.24K+ 67.44% |
$571K - $637K
|
13K
$1.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
5.21K+ 6.65% |
$567K - $633K
|
83.4K
$10.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
5.07K+ 106.25% |
$552K - $617K
|
9.84K
$1.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.93K+ 40.98% |
$537K - $600K
|
17K
$2.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.88K+ 20.16% |
$531K - $593K
|
29.1K
$3.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.85K+ 22.59% |
$529K - $590K
|
26.3K
$3.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.82K+ 1.92% |
$525K - $586K
|
255K
$30.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.72KNew |
$515K - $575K
|
4.72K
$572K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.65K+ 2.34% |
$507K - $566K
|
203K
$24.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
4.6KNew |
$501K - $560K
|
4.6K
$557K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.59K+ 38.32% |
$500K - $559K
|
16.6K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.5K+ 1.81% |
$490K - $547K
|
253K
$30.6M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
4.43K+ 25.85% |
$482K - $539K
|
21.6K
$2.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
4.4KNew |
$480K - $535K
|
4.4K
$533K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.37K+ 6.58% |
$477K - $532K
|
70.8K
$8.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.32K+ 4.77% |
$471K - $526K
|
95K
$11.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.31K+ 14.47% |
$470K - $524K
|
34.1K
$4.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4.22K+ 33.76% |
$460K - $513K
|
16.7K
$2.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.17KNew |
$455K - $507K
|
4.17K
$505K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
4.14K+ 2.26% |
$451K - $503K
|
187K
$22.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.07KNew |
$443K - $495K
|
4.07K
$492K
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
4.05KNew |
$441K - $493K
|
4.05K
$490K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.03K+ 2.35% |
$440K - $491K
|
176K
$21.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.98K+ 1.1% |
$434K - $484K
|
367K
$44.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.87KNew |
$421K - $470K
|
3.87K
$468K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
3.83K+ 32.17% |
$417K - $466K
|
15.7K
$1.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.81K+ 9.42% |
$416K - $464K
|
44.3K
$5.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
3.76K+ 158.63% |
$410K - $457K
|
6.13K
$742K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.72K+ 11.77% |
$405K - $453K
|
35.3K
$4.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.7K+ 22.42% |
$403K - $450K
|
20.2K
$2.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.68KNew |
$401K - $448K
|
3.68K
$446K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.62K+ 31.88% |
$394K - $440K
|
15K
$1.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.49K+ 10.19% |
$380K - $424K
|
37.7K
$4.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
3.41KNew |
$372K - $415K
|
3.41K
$413K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
3.4KNew |
$370K - $413K
|
3.4K
$411K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.38K+ 4.01% |
$368K - $411K
|
87.7K
$10.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.29K+ 0.77% |
$359K - $401K
|
431K
$52.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.28K+ 11.81% |
$357K - $399K
|
31K
$3.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
3.24K+ 4.56% |
$353K - $394K
|
74.2K
$8.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
3.21KNew |
$349K - $390K
|
3.21K
$388K
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.16KNew |
$344K - $385K
|
3.16K
$383K
|
|
|
Nov 12, 2025
Q3 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.13KNew |
$341K - $381K
|
3.13K
$379K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.12K+ 3.95% |
$340K - $380K
|
82.2K
$9.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.12K+ 14.68% |
$340K - $380K
|
24.4K
$2.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.08K+ 41.08% |
$336K - $375K
|
10.6K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
2.97KNew |
$324K - $361K
|
2.97K
$360K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.97KNew |
$323K - $361K
|
2.97K
$359K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.95K+ 24.54% |
$321K - $359K
|
15K
$1.81M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.94K+ 695.04% |
$320K - $358K
|
3.36K
$407K
|
|