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 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.45K+ 6.31% |
$266K - $297K
|
41.2K
$4.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
2+ 0.04% |
$218 - $243
|
5.39K
$645K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
42+ 1.78% |
$4.58K - $5.11K
|
2.4K
$288K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-843- 0.92% |
$91.9K - $103K
|
90.8K
$10.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.56K- 20.72% |
$170K - $190K
|
5.98K
$716K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-82- 0.44% |
$8.94K - $9.98K
|
18.4K
$2.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-278- 2.12% |
$30.3K - $33.8K
|
12.8K
$1.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-15.6K- 60.4% |
$1.7M - $1.9M
|
10.2K
$1.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.12K+ 3.95% |
$340K - $380K
|
82.2K
$9.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
12.1K+ 125.84% |
$1.31M - $1.47M
|
21.6K
$2.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
SELL
|
- |
-1.59K- 2.24% |
$173K - $194K
|
69.5K
$8.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-100- 1.19% |
$10.9K - $12.2K
|
8.31K
$995K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-521- 4.08% |
$56.8K - $63.4K
|
12.3K
$1.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
254KNew |
$27.7M - $31M
|
254K
$30.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.28K- 7.35% |
$358K - $399K
|
41.4K
$4.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
12+ 0.06% |
$1.31K - $1.46K
|
18.5K
$2.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.17KNew |
$455K - $507K
|
4.17K
$500K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-90- 2.09% |
$9.81K - $10.9K
|
4.22K
$505K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-13.2K- 4.52% |
$1.44M - $1.61M
|
280K
$33.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-92.5K- 4.12% |
$10.1M - $11.3M
|
2.15M
$258M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-139- 2.64% |
$15.1K - $16.9K
|
5.12K
$613K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
668New |
$72.8K - $81.3K
|
668
$80K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
1.98K+ 0.47% |
$216K - $241K
|
421K
$50.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.33K+ 3.73% |
$145K - $162K
|
36.9K
$4.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-29- 0.87% |
$3.16K - $3.53K
|
3.29K
$394K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
721+ 49.79% |
$78.6K - $87.7K
|
2.17K
$260K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$109 - $122
|
4.86K
$582K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
4+ 0.13% |
$436 - $487
|
3.19K
$382K
|
|
|
Oct 27, 2025
Q3 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-43- 1.8% |
$4.69K - $5.23K
|
2.35K
$281K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-375- 4.25% |
$40.9K - $45.6K
|
8.45K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.09K+ 81.17% |
$228K - $254K
|
4.67K
$559K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-28- 0.59% |
$3.05K - $3.41K
|
4.69K
$562K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
82New |
$8.94K - $9.98K
|
82
$9.82K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-31.1K- 11.27% |
$3.39M - $3.79M
|
245K
$29.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-520- 2.3% |
$56.7K - $63.3K
|
22.1K
$2.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
851+ 6.07% |
$92.7K - $104K
|
14.9K
$1.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.21K- 27.2% |
$132K - $147K
|
3.24K
$388K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.26K+ 0.4% |
$137K - $153K
|
312K
$37.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-305- 0.41% |
$33.2K - $37.1K
|
74.6K
$8.93M
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
SELL
|
- |
-107- 4.87% |
$11.7K - $13K
|
2.09K
$250K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-907- 1.13% |
$98.8K - $110K
|
79.4K
$9.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
257+ 12.81% |
$28K - $31.3K
|
2.26K
$271K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
184+ 0.62% |
$20.1K - $22.4K
|
30.1K
$3.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-324- 0.68% |
$35.3K - $39.4K
|
47.1K
$5.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.49K- 20.34% |
$271K - $303K
|
9.75K
$1.17M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-54- 0.53% |
$5.88K - $6.57K
|
10K
$1.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.67K- 2.53% |
$182K - $204K
|
64.5K
$7.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8+ 0.13% |
$872 - $973
|
6.24K
$748K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-112- 2.99% |
$12.2K - $13.6K
|
3.63K
$435K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-2.13K- 5.71% |
$233K - $260K
|
35.2K
$4.22M
|