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 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.87K+ 2.74% |
$748K - $835K
|
258K
$30.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.73K+ 58.95% |
$734K - $819K
|
18.2K
$2.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
6.61K+ 6.23% |
$720K - $803K
|
113K
$13.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.51K+ 21.47% |
$709K - $792K
|
36.8K
$4.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
6.41K+ 54.81% |
$698K - $780K
|
18.1K
$2.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.38KNew |
$696K - $776K
|
6.38K
$764K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.99K+ 133.38% |
$652K - $728K
|
10.5K
$1.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
5.87KNew |
$639K - $713K
|
5.87K
$702K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.5K+ 1.71% |
$599K - $669K
|
327K
$39.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.35K+ 4.77% |
$583K - $650K
|
118K
$14.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
5.07K+ 106.25% |
$552K - $617K
|
9.84K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.82K+ 1.92% |
$525K - $586K
|
255K
$30.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.72KNew |
$515K - $575K
|
4.72K
$566K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.68K+ 2.03% |
$510K - $569K
|
235K
$28.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.65K+ 2.34% |
$507K - $566K
|
203K
$24.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.43K+ 28.82% |
$482K - $538K
|
19.8K
$2.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.42KNew |
$482K - $538K
|
4.42K
$529K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.37K+ 6.58% |
$477K - $532K
|
70.8K
$8.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.32KNew |
$471K - $526K
|
4.32K
$517K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
4.32K+ 12.07% |
$471K - $526K
|
40.1K
$4.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
4.21K+ 3.83% |
$459K - $512K
|
114K
$13.7M
|
|
|
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 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.17KNew |
$455K - $507K
|
4.17K
$500K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.15KNew |
$452K - $504K
|
4.15K
$496K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.07KNew |
$443K - $495K
|
4.07K
$487K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.03K+ 2.35% |
$440K - $491K
|
176K
$21M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.87K+ 4.66% |
$421K - $470K
|
86.9K
$10.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.68KNew |
$401K - $448K
|
3.68K
$441K
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.53K+ 57.99% |
$384K - $429K
|
9.6K
$1.15M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.49K+ 2.25% |
$381K - $425K
|
158K
$19M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.48K+ 14.17% |
$379K - $423K
|
28K
$3.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.28K+ 11.81% |
$357K - $399K
|
31K
$3.72M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.12K+ 3.95% |
$340K - $380K
|
82.2K
$9.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.12K+ 14.68% |
$340K - $380K
|
24.4K
$2.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
2.98K+ 57.41% |
$325K - $363K
|
8.18K
$980K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.94K+ 695.04% |
$320K - $358K
|
3.36K
$403K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.93KNew |
$320K - $357K
|
2.93K
$351K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.93K+ 44.38% |
$320K - $357K
|
9.54K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.78KNew |
$303K - $338K
|
2.78K
$333K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.74KNew |
$299K - $333K
|
2.74K
$328K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.7K+ 1.78% |
$294K - $328K
|
154K
$18.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
2.7K+ 0.22% |
$294K - $328K
|
1.2M
$144M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.64K+ 16.22% |
$287K - $321K
|
18.9K
$2.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
2.55KNew |
$278K - $310K
|
2.55K
$305K
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
2.47KNew |
$269K - $301K
|
2.47K
$296K
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.45K+ 2.41% |
$267K - $298K
|
104K
$12.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.45K+ 6.31% |
$266K - $297K
|
41.2K
$4.94M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
2.39KNew |
$261K - $291K
|
2.39K
$287K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2.36K+ 9.05% |
$257K - $287K
|
28.5K
$3.41M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.36K+ 26.26% |
$257K - $287K
|
11.4K
$1.36M
|