Purchases and Sales Made in Q3 2025 in Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES S&P 500 GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-342- 0.48% |
$37.3K - $41.6K
|
71.1K
$8.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-351- 15.13% |
$38.2K - $42.7K
|
1.97K
$236K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-359- 17.65% |
$39.1K - $43.7K
|
1.68K
$201K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-365- 4.07% |
$39.8K - $44.4K
|
8.6K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-365- 13.76% |
$39.8K - $44.4K
|
2.29K
$274K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-374- 1.52% |
$40.8K - $45.5K
|
24.2K
$2.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-374- 6.65% |
$40.8K - $45.5K
|
5.25K
$629K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-375- 4.25% |
$40.9K - $45.6K
|
8.45K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-383- 0.66% |
$41.7K - $46.6K
|
57.7K
$6.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-388- 18.16% |
$42.3K - $47.2K
|
1.75K
$209K
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-389- 4.84% |
$42.4K - $47.3K
|
7.64K
$915K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-394- 2.1% |
$42.9K - $47.9K
|
18.3K
$2.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-400- 6.9% |
$43.6K - $48.7K
|
5.4K
$647K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-409- 3.34% |
$44.6K - $49.8K
|
11.8K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-411- 42.77% |
$44.8K - $50K
|
550
$65.9K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-412- 1.35% |
$44.9K - $50.1K
|
30.2K
$3.61M
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-412- 6.36% |
$44.9K - $50.1K
|
6.06K
$726K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-423- 6.56% |
$46.1K - $51.5K
|
6.03K
$722K
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-428- 2.63% |
$46.6K - $52.1K
|
15.9K
$1.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-428- 2.18% |
$46.6K - $52.1K
|
19.2K
$2.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-434- 9.37% |
$47.3K - $52.8K
|
4.2K
$503K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
SELL
|
- |
-438- 10.59% |
$47.7K - $53.3K
|
3.7K
$443K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-449- 0.78% |
$48.9K - $54.6K
|
57.5K
$6.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-450- 2.4% |
$49K - $54.7K
|
18.3K
$2.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-457- 0.07% |
$49.8K - $55.6K
|
615K
$73.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-457- 1.07% |
$49.8K - $55.6K
|
42.1K
$5.05M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-458- 0.64% |
$49.9K - $55.7K
|
71K
$8.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-458- 1.41% |
$49.9K - $55.7K
|
32K
$3.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-468- 0.86% |
$51K - $56.9K
|
54.2K
$6.49M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-469- 2.72% |
$51.1K - $57.1K
|
16.8K
$2.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-475- 5.37% |
$51.8K - $57.8K
|
8.37K
$1M
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-475- 17.09% |
$51.8K - $57.8K
|
2.3K
$276K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-477- 16.16% |
$52K - $58K
|
2.47K
$296K
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-478- 7.94% |
$52.1K - $58.1K
|
5.55K
$664K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-481- 1.78% |
$52.4K - $58.5K
|
26.6K
$3.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-494- 0.55% |
$53.8K - $60.1K
|
89.4K
$10.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-496- 8.54% |
$54K - $60.3K
|
5.31K
$636K
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-497- 2.66% |
$54.2K - $60.5K
|
18.2K
$2.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-497- 1.81% |
$54.2K - $60.5K
|
27K
$3.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-509- 1.98% |
$55.5K - $61.9K
|
25.1K
$3.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-520- 2.3% |
$56.7K - $63.3K
|
22.1K
$2.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-521- 4.08% |
$56.8K - $63.4K
|
12.3K
$1.47M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-523- 1.03% |
$57K - $63.6K
|
50.5K
$6.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-524- 2.58% |
$57.1K - $63.7K
|
19.8K
$2.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-525- 2.75% |
$57.2K - $63.9K
|
18.5K
$2.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-525- 11.96% |
$57.2K - $63.9K
|
3.86K
$463K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-528- 8.8% |
$57.5K - $64.2K
|
5.48K
$656K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-534- 6.01% |
$58.2K - $65K
|
8.34K
$999K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-545- 21.17% |
$59.4K - $66.3K
|
2.03K
$243K
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
SELL
|
- |
-550- 5.33% |
$59.9K - $66.9K
|
9.77K
$1.17M
|