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 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-5.65K- 11.88% |
$615K - $687K
|
41.9K
$5.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
24.5K+ 2.26% |
$2.67M - $2.98M
|
1.11M
$133M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-39.7K- 5.42% |
$4.33M - $4.83M
|
693K
$83M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
261+ 1.32% |
$28.4K - $31.8K
|
20K
$2.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-449- 0.78% |
$48.9K - $54.6K
|
57.5K
$6.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-944- 5.24% |
$103K - $115K
|
17.1K
$2.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.78KNew |
$303K - $338K
|
2.78K
$333K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
413+ 4.47% |
$45K - $50.2K
|
9.65K
$1.16M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-10- 0.43% |
$1.09K - $1.22K
|
2.34K
$280K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3+ 0.02% |
$327 - $365
|
16.5K
$1.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
25+ 0.09% |
$2.72K - $3.04K
|
28.8K
$3.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-183- 5.33% |
$19.9K - $22.3K
|
3.25K
$389K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.24K+ 4.53% |
$135K - $151K
|
28.7K
$3.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.74KNew |
$190K - $212K
|
1.74K
$209K
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
SELL
|
- |
-320- 5.06% |
$34.9K - $38.9K
|
6K
$718K
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-75- 0.83% |
$8.17K - $9.12K
|
8.98K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
14+ 0.14% |
$1.53K - $1.7K
|
9.7K
$1.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.68K+ 2.03% |
$510K - $569K
|
235K
$28.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
14.3K+ 51.81% |
$1.56M - $1.74M
|
42K
$5.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
50+ 2.42% |
$5.45K - $6.08K
|
2.12K
$254K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
448+ 0.38% |
$48.8K - $54.5K
|
118K
$14.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-99.9K- 46.18% |
$10.9M - $12.1M
|
116K
$13.9M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
25+ 6.28% |
$2.72K - $3.04K
|
423
$50.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.1% |
$327 - $365
|
2.96K
$355K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-60- 31.58% |
$6.54K - $7.3K
|
130
$15.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
770+ 5.23% |
$83.9K - $93.7K
|
15.5K
$1.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
2.7K+ 0.22% |
$294K - $328K
|
1.2M
$144M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-191- 0.4% |
$20.8K - $23.2K
|
47.4K
$5.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
275+ 7.29% |
$30K - $33.5K
|
4.05K
$485K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
71+ 1.41% |
$7.74K - $8.64K
|
5.11K
$612K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
9+ 0.37% |
$981 - $1.09K
|
2.42K
$290K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
14+ 0.45% |
$1.53K - $1.7K
|
3.13K
$375K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-236- 3.09% |
$25.7K - $28.7K
|
7.4K
$886K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-203- 2.33% |
$22.1K - $24.7K
|
8.52K
$1.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
336New |
$36.6K - $40.9K
|
336
$40.2K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.09% |
$109 - $122
|
1.09K
$130K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-31.1K- 4.72% |
$3.39M - $3.79M
|
629K
$75.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-45- 0.12% |
$4.9K - $5.47K
|
39K
$4.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.74KNew |
$299K - $333K
|
2.74K
$328K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-481- 1.78% |
$52.4K - $58.5K
|
26.6K
$3.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-2.15K- 1.85% |
$235K - $262K
|
114K
$13.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
94.2K+ 764.58% |
$10.3M - $11.5M
|
107K
$12.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.35K+ 4.77% |
$583K - $650K
|
118K
$14.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-15- 0.12% |
$1.63K - $1.82K
|
12.1K
$1.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.55K- 1.47% |
$169K - $188K
|
103K
$12.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-282- 2.06% |
$30.7K - $34.3K
|
13.4K
$1.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4.21K+ 13.12% |
$458K - $512K
|
36.3K
$4.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-534- 6.01% |
$58.2K - $65K
|
8.34K
$999K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.54K- 14.76% |
$386K - $431K
|
20.5K
$2.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-115- 0.25% |
$12.5K - $14K
|
46.3K
$5.55M
|