Latest Institutional Transactions on Ishares S&P 500 Growth ETF (IVW)
This table provides information on the latest institutional transactions involving Ishares S&P 500 Growth ETF (IVW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-532- 11.37% |
$62.9K - $67.2K
|
4.15K
$502K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
495+ 0.51% |
$58.6K - $62.5K
|
98.3K
$11.9M
|
|
| Q3 2025 | |||||||
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
510+ 11.48% |
$55.6K - $62K
|
4.95K
$600K
|
|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
SELL
|
- |
-6.35K- 5.75% |
$692K - $772K
|
104K
$12.6M
|
|
|
Dec 18, 2025
Q3 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
416+ 1.27% |
$45.3K - $50.6K
|
33.1K
$4M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
144+ 1.81% |
$15.7K - $17.5K
|
8.11K
$982K
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-100- 1.35% |
$10.9K - $12.2K
|
7.33K
$887K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
165K+ 68.53% |
$17.9M - $20M
|
405K
$49M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.13K- 1.14% |
$668K - $745K
|
531K
$64.2M
|
|
|
Dec 01, 2025
Q3 2025
|
Ltg Capital LLC
|
SELL
|
- |
-989- 8.86% |
$108K - $120K
|
10.2K
$1.23M
|
|
|
Dec 01, 2025
Q3 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-8.31K- 11.66% |
$906K - $1.01M
|
63K
$7.62M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-85- 0.89% |
$9.26K - $10.3K
|
9.52K
$1.15M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
1.05KNew |
$114K - $127K
|
1.05K
$127K
|
|
|
Nov 24, 2025
Q3 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1.1K- 6.18% |
$119K - $133K
|
16.6K
$2.01M
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-538- 6.35% |
$58.6K - $65.4K
|
7.94K
$961K
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
46New |
$5.01K - $5.6K
|
46
$5.57K
|
|
|
Nov 21, 2025
Q3 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.82KNew |
$198K - $221K
|
1.82K
$220K
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
263+ 0.2% |
$28.7K - $32K
|
134K
$16.2M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
4.43K+ 25.85% |
$482K - $539K
|
21.6K
$2.61M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12.4K- 13.55% |
$1.35M - $1.51M
|
78.9K
$9.56M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-70- 2.34% |
$7.63K - $8.52K
|
2.92K
$353K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-698- 29.82% |
$76.1K - $84.9K
|
1.64K
$199K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.53K- 2.45% |
$711K - $794K
|
260K
$31.5M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-921- 1.13% |
$100K - $112K
|
80.3K
$9.72M
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
218+ 4.32% |
$23.8K - $26.5K
|
5.27K
$638K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
2.75MNew |
$300M - $335M
|
2.75M
$333M
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.38K- 6.98% |
$150K - $168K
|
18.3K
$2.22M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
781+ 0.92% |
$85.1K - $95K
|
85.9K
$10.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.09K+ 0.44% |
$227K - $254K
|
478K
$57.9M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
494+ 1.27% |
$53.8K - $60.1K
|
39.3K
$4.76M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.1K+ 3.37% |
$664K - $742K
|
187K
$22.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-123- 3.3% |
$13.4K - $15K
|
3.6K
$436K
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
18.1KNew |
$1.97M - $2.2M
|
18.1K
$2.19M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-934- 1.05% |
$102K - $114K
|
88K
$10.7M
|
|
|
Nov 18, 2025
Q3 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
24.9KNew |
$2.71M - $3.03M
|
24.9K
$3.01M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-382- 2.62% |
$41.6K - $46.5K
|
14.2K
$1.72M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.1K+ 28.04% |
$119K - $133K
|
5.01K
$606K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
35+ 7.43% |
$3.81K - $4.26K
|
506
$61.2K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.44K+ 1.03% |
$157K - $175K
|
141K
$17.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
289+ 4.51% |
$31.5K - $35.2K
|
6.7K
$811K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-29- 0.81% |
$3.16K - $3.53K
|
3.53K
$428K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-977- 5.2% |
$106K - $119K
|
17.8K
$2.15M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-20.1K- 7.98% |
$2.19M - $2.44M
|
231K
$28M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-3.95K- 3.9% |
$431K - $481K
|
97.3K
$11.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-96- 0.37% |
$10.5K - $11.7K
|
26K
$3.14M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
620+ 5.77% |
$67.6K - $75.4K
|
11.4K
$1.38M
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-60- 7.85% |
$6.54K - $7.3K
|
704
$85.2K
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
4.05KNew |
$441K - $493K
|
4.05K
$490K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-854- 7.51% |
$93.1K - $104K
|
10.5K
$1.27M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.79KNew |
$195K - $218K
|
1.79K
$217K
|
|