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 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-550- 23.5% |
$59.9K - $66.9K
|
1.79K
$214K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-554- 1.0% |
$60.4K - $67.4K
|
55.1K
$6.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-582- 5.08% |
$63.4K - $70.8K
|
10.9K
$1.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-596- 1.64% |
$64.9K - $72.5K
|
35.8K
$4.28M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-598- 5.32% |
$65.2K - $72.7K
|
10.6K
$1.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-600- 12.23% |
$65.4K - $73K
|
4.3K
$515K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-607- 1.55% |
$66.1K - $73.8K
|
38.6K
$4.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-622- 1.45% |
$67.8K - $75.7K
|
42.2K
$5.05M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-623- 3.6% |
$67.9K - $75.8K
|
16.7K
$2M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-630- 2.0% |
$68.7K - $76.6K
|
30.8K
$3.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-642- 9.62% |
$70K - $78.1K
|
6.03K
$722K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-658- 18.5% |
$71.7K - $80K
|
2.9K
$347K
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-700- 4.09% |
$76.3K - $85.2K
|
16.4K
$1.97M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-705- 3.09% |
$76.8K - $85.8K
|
22.1K
$2.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-750- 3.58% |
$81.7K - $91.2K
|
20.2K
$2.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-771- 0.79% |
$84K - $93.8K
|
96.4K
$11.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-777- 4.93% |
$84.7K - $94.5K
|
15K
$1.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-794- 12.25% |
$86.5K - $96.6K
|
5.69K
$681K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-812- 0.83% |
$88.5K - $98.8K
|
96.7K
$11.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-843- 0.92% |
$91.9K - $103K
|
90.8K
$10.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-853- 8.21% |
$93K - $104K
|
9.54K
$1.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-875- 29.66% |
$95.3K - $106K
|
2.08K
$249K
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-876- 5.34% |
$95.5K - $107K
|
15.5K
$1.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-907- 1.13% |
$98.8K - $110K
|
79.4K
$9.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-920- 15.19% |
$100K - $112K
|
5.14K
$615K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-929- 19.19% |
$101K - $113K
|
3.91K
$469K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-929- 11.32% |
$101K - $113K
|
7.28K
$871K
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-930- 17.72% |
$101K - $113K
|
4.32K
$517K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-936- 4.41% |
$102K - $114K
|
20.3K
$2.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-944- 5.24% |
$103K - $115K
|
17.1K
$2.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-964- 28.95% |
$105K - $117K
|
2.37K
$283K
|
|
|
Nov 03, 2025
Q3 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1K- 0.72% |
$109K - $122K
|
139K
$16.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.01K- 0.5% |
$110K - $122K
|
201K
$24M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.01K- 7.19% |
$110K - $123K
|
13.1K
$1.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-1.05K- 26.86% |
$114K - $127K
|
2.85K
$341K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.07K- 3.17% |
$117K - $131K
|
32.8K
$3.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-1.1K- 3.19% |
$119K - $133K
|
33.3K
$3.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.12K- 56.03% |
$122K - $136K
|
879
$105K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.12K- 18.85% |
$122K - $136K
|
4.83K
$578K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 12.78% |
$123K - $137K
|
7.69K
$920K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.16K- 2.01% |
$127K - $141K
|
56.6K
$6.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.17K- 0.62% |
$128K - $143K
|
188K
$22.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.18K- 4.59% |
$128K - $143K
|
24.4K
$2.93M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.19K- 2.59% |
$130K - $145K
|
44.9K
$5.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-1.2K- 69.19% |
$131K - $146K
|
534
$64K
|
|
|
Oct 27, 2025
Q3 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.2K- 3.27% |
$131K - $146K
|
35.5K
$4.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.21K- 27.2% |
$132K - $147K
|
3.24K
$388K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-1.25K- 6.24% |
$136K - $152K
|
18.7K
$2.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 0.47% |
$141K - $157K
|
274K
$32.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.3K- 1.35% |
$141K - $158K
|
95K
$11.4M
|