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 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
414+ 8.54% |
$45.1K - $50.4K
|
5.26K
$630K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-623- 3.6% |
$67.9K - $75.8K
|
16.7K
$2M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.77K+ 4.63% |
$301K - $336K
|
62.5K
$7.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
2+ 0.1% |
$218 - $243
|
2.03K
$244K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
849+ 7.19% |
$92.5K - $103K
|
12.7K
$1.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-110- 3.25% |
$12K - $13.4K
|
3.28K
$392K
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1.81KNew |
$197K - $220K
|
1.81K
$217K
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-5.17K- 45.01% |
$564K - $629K
|
6.32K
$757K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.91K+ 17.94% |
$753K - $841K
|
45.5K
$5.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-95- 4.67% |
$10.4K - $11.6K
|
1.94K
$232K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-475- 5.37% |
$51.8K - $57.8K
|
8.37K
$1M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.72K- 3.75% |
$296K - $331K
|
69.9K
$8.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.91K- 8.7% |
$208K - $232K
|
20K
$2.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2.94K- 9.47% |
$320K - $358K
|
28.1K
$3.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-54.7K- 48.04% |
$5.96M - $6.65M
|
59.1K
$7.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.35K- 2.3% |
$583K - $650K
|
227K
$27.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
493+ 0.77% |
$53.7K - $60K
|
64.7K
$7.75M
|
|
|
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
|