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 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-208- 1.82% |
$22.7K - $25.3K
|
11.2K
$1.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
167K+ 19.45% |
$18.2M - $20.3M
|
1.03M
$123M
|
|
|
Oct 27, 2025
Q3 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.2K- 3.27% |
$131K - $146K
|
35.5K
$4.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
53.5KNew |
$5.83M - $6.51M
|
53.5K
$6.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-607- 1.55% |
$66.1K - $73.8K
|
38.6K
$4.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.74KNew |
$190K - $212K
|
1.74K
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-335- 0.92% |
$36.5K - $40.8K
|
36K
$4.31M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-216- 3.46% |
$23.5K - $26.3K
|
6.02K
$721K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-192- 6.83% |
$20.9K - $23.4K
|
2.62K
$314K
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-11.5K- 13.37% |
$1.26M - $1.4M
|
74.8K
$8.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-143- 0.41% |
$15.6K - $17.4K
|
34.6K
$4.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-750- 3.58% |
$81.7K - $91.2K
|
20.2K
$2.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-8.37K- 80.46% |
$912K - $1.02M
|
2.03K
$244K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-208- 0.82% |
$22.7K - $25.3K
|
25.1K
$3M
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.61K- 4.6% |
$393K - $439K
|
74.8K
$8.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-173K- 75.75% |
$18.8M - $21M
|
55.3K
$6.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
13.7KNew |
$1.49M - $1.66M
|
13.7K
$1.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-100- 1.94% |
$10.9K - $12.2K
|
5.06K
$606K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
35+ 1.67% |
$3.81K - $4.26K
|
2.13K
$255K
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
29KNew |
$3.15M - $3.52M
|
29K
$3.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
708+ 33.4% |
$77.2K - $86.1K
|
2.83K
$339K
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
177+ 0.03% |
$19.3K - $21.5K
|
581K
$69.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.4K+ 12.75% |
$152K - $170K
|
12.4K
$1.48M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
776+ 4.59% |
$84.6K - $94.4K
|
17.7K
$2.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-596- 1.64% |
$64.9K - $72.5K
|
35.8K
$4.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-16- 0.37% |
$1.74K - $1.95K
|
4.29K
$514K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
10.4KNew |
$1.13M - $1.27M
|
10.4K
$1.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
422+ 1.83% |
$46K - $51.3K
|
23.5K
$2.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-9- 0.03% |
$981 - $1.09K
|
34K
$4.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.68KNew |
$401K - $448K
|
3.68K
$441K
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.19K- 2.59% |
$130K - $145K
|
44.9K
$5.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$327 - $365
|
3
$359
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.43K+ 28.82% |
$482K - $538K
|
19.8K
$2.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-91- 1.86% |
$9.92K - $11.1K
|
4.81K
$575K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
336KNew |
$36.6M - $40.9M
|
336K
$40.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-105- 0.48% |
$11.4K - $12.8K
|
21.7K
$2.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-319- 7.13% |
$34.8K - $38.8K
|
4.16K
$498K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-78- 0.18% |
$8.5K - $9.49K
|
44.4K
$5.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-20- 1.08% |
$2.18K - $2.43K
|
1.83K
$219K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-771- 0.79% |
$84K - $93.8K
|
96.4K
$11.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-1.2K- 69.19% |
$131K - $146K
|
534
$64K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-4.95K- 16.44% |
$539K - $602K
|
25.1K
$3.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1- 0.03% |
$109 - $122
|
3.26K
$391K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-230- 3.7% |
$25.1K - $28K
|
5.99K
$717K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-216- 2.02% |
$23.5K - $26.3K
|
10.5K
$1.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
32.2K+ 22.61% |
$3.51M - $3.91M
|
174K
$20.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
695+ 1.01% |
$75.7K - $84.5K
|
69.7K
$8.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10+ 0.03% |
$1.09K - $1.22K
|
32.4K
$3.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-7.02K- 59.36% |
$765K - $854K
|
4.81K
$576K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
800New |
$87.2K - $97.3K
|
800
$95.8K
|