Latest Institutional Purchases of Ishares S&P 500 Growth ETF (IVW)
This list provides information on the latest institutional transactions involving Ishares S&P 500 Growth ETF (IVW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
336KNew |
$36.6M - $40.9M
|
336K
$40.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
254KNew |
$27.7M - $31M
|
254K
$30.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
194K+ 286.85% |
$21.2M - $23.6M
|
262K
$31.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
167K+ 19.45% |
$18.2M - $20.3M
|
1.03M
$123M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
131K+ 5.73% |
$14.2M - $15.9M
|
2.41M
$289M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
130K+ 70.17% |
$14.2M - $15.8M
|
316K
$37.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
120KNew |
$13M - $14.5M
|
120K
$14.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
118K+ 67.43% |
$12.9M - $14.4M
|
294K
$35.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
94.2K+ 764.58% |
$10.3M - $11.5M
|
107K
$12.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
88.2K+ 338.05% |
$9.61M - $10.7M
|
114K
$13.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
86.9K+ 42.06% |
$9.46M - $10.6M
|
293K
$35.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
79.2KNew |
$8.63M - $9.63M
|
79.2K
$9.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
58.4K+ 445.14% |
$6.37M - $7.11M
|
71.5K
$8.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
55.6KNew |
$6.05M - $6.76M
|
55.6K
$6.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
53.5KNew |
$5.83M - $6.51M
|
53.5K
$6.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Formulate Financial LLC
Boca Raton, FL |
BUY
|
- |
47.4KNew |
$5.17M - $5.77M
|
47.4K
$5.68M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
43.1K+ 1262.07% |
$4.7M - $5.24M
|
46.5K
$5.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
38.4KNew |
$4.18M - $4.67M
|
38.4K
$4.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
36.5K+ 20.93% |
$3.98M - $4.44M
|
211K
$25.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
35.2KNew |
$3.84M - $4.29M
|
35.2K
$4.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
32.2K+ 22.61% |
$3.51M - $3.91M
|
174K
$20.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
30.5K+ 251.41% |
$3.32M - $3.71M
|
42.6K
$5.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
30.4K+ 38.68% |
$3.31M - $3.7M
|
109K
$13.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
29.9K+ 358.1% |
$3.26M - $3.64M
|
38.3K
$4.58M
|
|
|
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 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
29.4KNew |
$3.21M - $3.58M
|
29.4K
$3.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
29KNew |
$3.15M - $3.52M
|
29K
$3.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
28.9K+ 95.78% |
$3.15M - $3.52M
|
59.1K
$7.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
28.8K+ 319.28% |
$3.14M - $3.51M
|
37.9K
$4.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
26.1K+ 31.45% |
$2.84M - $3.17M
|
109K
$13M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
24.5K+ 2.26% |
$2.67M - $2.98M
|
1.11M
$133M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
23.2K+ 9.76% |
$2.53M - $2.82M
|
261K
$31.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
21.4K+ 27.38% |
$2.33M - $2.6M
|
99.6K
$11.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
20.5K+ 8.24% |
$2.23M - $2.49M
|
269K
$32.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
18.3K+ 6.93% |
$2M - $2.23M
|
283K
$33.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
16.1K+ 9.43% |
$1.75M - $1.95M
|
186K
$22.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
15K+ 85.32% |
$1.64M - $1.83M
|
32.6K
$3.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
14.3K+ 51.81% |
$1.56M - $1.74M
|
42K
$5.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
13.7KNew |
$1.49M - $1.66M
|
13.7K
$1.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.4K+ 5.14% |
$1.35M - $1.51M
|
254K
$30.4M
|
|
|
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 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10.7K+ 7.44% |
$1.17M - $1.3M
|
154K
$18.5M
|
|
|
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 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
10.4KNew |
$1.13M - $1.27M
|
10.4K
$1.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.2K+ 9.07% |
$1.11M - $1.24M
|
122K
$14.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.5K+ 4.42% |
$1.04M - $1.16M
|
224K
$26.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.58K+ 92.8% |
$935K - $1.04M
|
17.8K
$2.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
7.31K+ 155.2% |
$797K - $889K
|
12K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.18K+ 9.27% |
$783K - $874K
|
84.6K
$10.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.91K+ 17.94% |
$753K - $841K
|
45.5K
$5.44M
|