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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
78.3KNew |
$9.26M - $9.89M
|
78.3K
$9.48M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
78.1K+ 784.76% |
$9.24M - $9.86M
|
88K
$10.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
76K+ 1855.62% |
$8.99M - $9.59M
|
80.1K
$9.69M
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
66K+ 824.17% |
$7.81M - $8.33M
|
74K
$8.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
61.9K+ 76.35% |
$7.32M - $7.82M
|
143K
$17.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
56.5K+ 1.58% |
$6.68M - $7.14M
|
3.63M
$440M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
36K+ 270.86% |
$4.26M - $4.55M
|
49.3K
$5.97M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
30.9KNew |
$3.65M - $3.9M
|
30.9K
$3.74M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
26.8K+ 9.47% |
$3.17M - $3.39M
|
310K
$37.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
25.6KNew |
$3.02M - $3.23M
|
25.6K
$3.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
25.1K+ 7.67% |
$2.97M - $3.17M
|
353K
$42.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
23.4K+ 61.17% |
$2.77M - $2.96M
|
61.7K
$7.47M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
21.5KNew |
$2.55M - $2.72M
|
21.5K
$2.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.8K+ 5.69% |
$1.51M - $1.61M
|
237K
$28.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
10.4K+ 97.04% |
$1.23M - $1.32M
|
21.2K
$2.56M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.99K+ 26.26% |
$1.18M - $1.26M
|
48K
$5.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7.61K+ 5.68% |
$900K - $960K
|
141K
$17.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
7.4K+ 40.86% |
$875K - $934K
|
25.5K
$3.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.93K+ 12.9% |
$820K - $875K
|
60.7K
$7.34M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.13K+ 6.21% |
$725K - $774K
|
105K
$12.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
5.63K+ 106.65% |
$666K - $711K
|
10.9K
$1.32M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
5.39K+ 26.35% |
$638K - $681K
|
25.9K
$3.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.24K+ 3.4% |
$620K - $662K
|
160K
$19.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
4.88K+ 2.43% |
$577K - $616K
|
205K
$24.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4.67KNew |
$552K - $590K
|
4.67K
$565K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.62K+ 23.34% |
$546K - $583K
|
24.4K
$2.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
4.49K+ 7.78% |
$531K - $567K
|
62.2K
$7.52M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.45K+ 12.06% |
$527K - $562K
|
41.4K
$5.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesis Financial Group, LLC
Paramus, NJ |
BUY
|
- |
3.6KNew |
$426K - $454K
|
3.6K
$436K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.58K+ 1.76% |
$424K - $453K
|
207K
$25.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.12K+ 5.46% |
$369K - $394K
|
60.3K
$7.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.08K+ 1.71% |
$364K - $388K
|
183K
$22.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.01K+ 2.76% |
$356K - $380K
|
112K
$13.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.97KNew |
$351K - $375K
|
2.97K
$359K
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.83K+ 5.11% |
$335K - $357K
|
58.2K
$7.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.72KNew |
$322K - $343K
|
2.72K
$329K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.7K+ 25.34% |
$319K - $341K
|
13.4K
$1.62M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.67KNew |
$316K - $338K
|
2.67K
$324K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.35K+ 6.47% |
$278K - $296K
|
38.6K
$4.67M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.33K+ 5.82% |
$276K - $295K
|
42.4K
$5.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.24KNew |
$265K - $283K
|
2.24K
$271K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.16K+ 23.96% |
$255K - $272K
|
11.2K
$1.35M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.13K+ 5.97% |
$252K - $269K
|
37.9K
$4.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.06K+ 20.39% |
$243K - $260K
|
12.1K
$1.47M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
2.05K+ 4.32% |
$242K - $258K
|
49.4K
$5.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.02K+ 2.49% |
$238K - $254K
|
82.9K
$10M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
2K+ 4.71% |
$237K - $253K
|
44.6K
$5.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.97K+ 1.68% |
$233K - $249K
|
119K
$14.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.84K+ 3.4% |
$218K - $233K
|
56K
$6.78M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.81KNew |
$214K - $228K
|
1.81K
$219K
|
|