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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
36.5K+ 20.93% |
$3.98M - $4.44M
|
211K
$25.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
425+ 11.62% |
$46.3K - $51.7K
|
4.08K
$489K
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-525- 2.75% |
$57.2K - $63.9K
|
18.5K
$2.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-32- 1.67% |
$3.49K - $3.89K
|
1.88K
$225K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-130- 2.08% |
$14.2K - $15.8K
|
6.12K
$733K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-222- 1.44% |
$24.2K - $27K
|
15.2K
$1.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.58K+ 92.8% |
$935K - $1.04M
|
17.8K
$2.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-920- 15.19% |
$100K - $112K
|
5.14K
$615K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.87K+ 4.66% |
$421K - $470K
|
86.9K
$10.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-41.6KClosed |
$4.53M - $5.06M
|
0
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-251- 2.41% |
$27.4K - $30.5K
|
10.2K
$1.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
5.07K+ 106.25% |
$552K - $617K
|
9.84K
$1.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.68KNew |
$183K - $205K
|
1.68K
$201K
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-389- 4.84% |
$42.4K - $47.3K
|
7.64K
$915K
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-9.04K- 16.08% |
$985K - $1.1M
|
47.2K
$5.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
10.5K+ 27.01% |
$1.15M - $1.28M
|
49.5K
$5.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-115- 0.45% |
$12.5K - $14K
|
25.3K
$3.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-3- 0.01% |
$327 - $365
|
33K
$3.95M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
183+ 4.89% |
$19.9K - $22.3K
|
3.92K
$470K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5.3K- 1.05% |
$577K - $644K
|
501K
$60M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
79.2KNew |
$8.63M - $9.63M
|
79.2K
$9.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
273+ 1.61% |
$29.7K - $33.2K
|
17.3K
$2.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
2.47KNew |
$269K - $301K
|
2.47K
$296K
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-1.5K- 12.77% |
$163K - $182K
|
10.3K
$1.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-195K- 5.21% |
$21.3M - $23.7M
|
3.55M
$425M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
405+ 3.85% |
$44.1K - $49.3K
|
10.9K
$1.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.38KNew |
$696K - $776K
|
6.38K
$764K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-434- 9.37% |
$47.3K - $52.8K
|
4.2K
$503K
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-428- 2.18% |
$46.6K - $52.1K
|
19.2K
$2.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
120KNew |
$13M - $14.5M
|
120K
$14.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-266- 1.35% |
$29K - $32.4K
|
19.4K
$2.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
102+ 3.94% |
$11.1K - $12.4K
|
2.69K
$322K
|
|
|
Oct 29, 2025
Q3 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-73- 1.11% |
$7.95K - $8.88K
|
6.48K
$776K
|
|
|
Oct 29, 2025
Q3 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-74- 2.39% |
$8.06K - $9K
|
3.02K
$362K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.35K+ 9.04% |
$147K - $164K
|
16.2K
$1.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
29.6K+ 98.65% |
$3.23M - $3.6M
|
59.6K
$7.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.83K- 1.0% |
$199K - $222K
|
180K
$21.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
707+ 9.96% |
$77K - $86K
|
7.8K
$935K
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.53K+ 57.99% |
$384K - $429K
|
9.6K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-47- 1.3% |
$5.12K - $5.72K
|
3.56K
$427K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
292+ 2.74% |
$31.8K - $35.5K
|
11K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-12- 0.63% |
$1.31K - $1.46K
|
1.91K
$228K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.99K+ 133.38% |
$652K - $728K
|
10.5K
$1.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-21.1K- 2.07% |
$2.3M - $2.56M
|
998K
$120M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-457- 0.07% |
$49.8K - $55.6K
|
615K
$73.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-82K- 50.29% |
$8.94M - $9.98M
|
81.1K
$9.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
149+ 30.98% |
$16.2K - $18.1K
|
630
$75.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
240+ 6.27% |
$26.2K - $29.2K
|
4.07K
$487K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-388- 18.16% |
$42.3K - $47.2K
|
1.75K
$209K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-153- 3.01% |
$16.7K - $18.6K
|
4.93K
$591K
|