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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.31K- 3.06% |
$142K - $159K
|
41.4K
$4.96M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.37K- 8.22% |
$150K - $167K
|
15.3K
$1.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.43K- 7.33% |
$155K - $173K
|
18K
$2.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.43K- 4.27% |
$156K - $174K
|
32.1K
$3.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.45K- 4.26% |
$158K - $176K
|
32.5K
$3.89M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.45K- 35.61% |
$158K - $176K
|
2.62K
$314K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.46K- 4.49% |
$159K - $178K
|
31.1K
$3.72M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 0.71% |
$163K - $182K
|
211K
$25.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-1.5K- 12.77% |
$163K - $182K
|
10.3K
$1.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.52K- 1.56% |
$166K - $185K
|
96K
$11.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.55K- 1.47% |
$169K - $188K
|
103K
$12.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.56K- 5.82% |
$170K - $190K
|
25.2K
$3.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.56K- 20.72% |
$170K - $190K
|
5.98K
$716K
|
|
|
Oct 29, 2025
Q3 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-1.56K- 0.9% |
$170K - $190K
|
172K
$20.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
SELL
|
- |
-1.59K- 2.24% |
$173K - $194K
|
69.5K
$8.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.6K- 1.45% |
$174K - $194K
|
109K
$13M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.6K- 4.22% |
$174K - $194K
|
36.2K
$4.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-1.6K- 42.66% |
$174K - $195K
|
2.15K
$258K
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.64K- 2.71% |
$178K - $199K
|
58.8K
$7.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.67K- 2.53% |
$182K - $204K
|
64.5K
$7.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.7K- 0.95% |
$185K - $207K
|
176K
$21.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-1.71K- 2.38% |
$186K - $208K
|
70.3K
$8.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.73K- 0.9% |
$189K - $210K
|
190K
$22.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.75K- 0.48% |
$191K - $213K
|
363K
$43.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.83K- 1.0% |
$199K - $222K
|
180K
$21.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.91K- 8.7% |
$208K - $232K
|
20K
$2.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.92K- 1.31% |
$209K - $233K
|
144K
$17.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.1K- 10.66% |
$229K - $255K
|
17.6K
$2.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.12K- 8.74% |
$231K - $258K
|
22.1K
$2.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
SELL
|
- |
-2.13K- 2.78% |
$232K - $259K
|
74.3K
$8.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-2.13K- 5.71% |
$233K - $260K
|
35.2K
$4.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-2.15K- 1.85% |
$235K - $262K
|
114K
$13.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.17K- 6.13% |
$236K - $264K
|
33.2K
$3.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-2.21K- 0.91% |
$241K - $269K
|
241K
$28.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-2.21K- 50.44% |
$241K - $269K
|
2.17K
$260K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.26K- 4.39% |
$246K - $275K
|
49.3K
$5.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-2.28K- 3.38% |
$248K - $277K
|
65.1K
$7.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.38K- 0.7% |
$259K - $290K
|
339K
$40.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.49K- 20.34% |
$271K - $303K
|
9.75K
$1.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-2.5K- 2.5% |
$272K - $304K
|
97.4K
$11.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-2.56K- 2.03% |
$279K - $311K
|
124K
$14.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.7K- 4.35% |
$294K - $328K
|
59.3K
$7.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.72K- 3.75% |
$296K - $331K
|
69.9K
$8.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.74K- 2.01% |
$299K - $334K
|
134K
$16M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.94K- 4.92% |
$320K - $357K
|
56.8K
$6.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2.94K- 9.47% |
$320K - $358K
|
28.1K
$3.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.06K- 1.48% |
$334K - $373K
|
204K
$24.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.1K- 7.57% |
$337K - $377K
|
37.8K
$4.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.28K- 11.78% |
$357K - $399K
|
24.6K
$2.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.28K- 7.35% |
$358K - $399K
|
41.4K
$4.95M
|