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 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
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-3.35K- 10.32% |
$365K - $407K
|
29.1K
$3.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.47K- 7.11% |
$378K - $422K
|
45.3K
$5.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.52K- 6.23% |
$383K - $428K
|
52.9K
$6.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.53K- 25.42% |
$384K - $429K
|
10.4K
$1.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.54K- 14.76% |
$386K - $431K
|
20.5K
$2.45M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.58K- 3.53% |
$390K - $435K
|
97.8K
$11.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-3.6K- 1.15% |
$393K - $438K
|
309K
$37M
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.61K- 4.6% |
$393K - $439K
|
74.8K
$8.95M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.61K- 5.35% |
$394K - $439K
|
63.9K
$7.66M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.7K- 2.64% |
$403K - $450K
|
136K
$16.3M
|
|
|
Nov 04, 2025
Q3 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-3.91K- 4.09% |
$426K - $476K
|
91.6K
$11M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-3.92K- 4.53% |
$427K - $477K
|
82.7K
$9.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.05K- 1.49% |
$441K - $492K
|
267K
$31.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.08K- 4.81% |
$445K - $497K
|
80.8K
$9.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.2K- 33.44% |
$457K - $511K
|
8.36K
$1M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-4.31K- 45.84% |
$469K - $524K
|
5.09K
$609K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4.6K- 10.29% |
$501K - $560K
|
40.1K
$4.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-4.72K- 1.38% |
$515K - $575K
|
337K
$40.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4.82K- 2.65% |
$525K - $586K
|
177K
$21.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-4.95K- 16.44% |
$539K - $602K
|
25.1K
$3.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-5.17K- 45.01% |
$564K - $629K
|
6.32K
$757K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-5.24K- 1.62% |
$571K - $638K
|
319K
$38.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5.3K- 4.12% |
$577K - $644K
|
123K
$14.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5.3K- 1.05% |
$577K - $644K
|
501K
$60M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.35K- 2.3% |
$583K - $650K
|
227K
$27.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-5.41K- 2.08% |
$589K - $658K
|
255K
$30.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-5.56K- 2.23% |
$606K - $677K
|
244K
$29.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-5.65K- 11.88% |
$615K - $687K
|
41.9K
$5.01M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-5.79K- 99.09% |
$631K - $704K
|
53
$6.35K
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-5.85K- 2.97% |
$638K - $712K
|
191K
$22.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.86K- 2.96% |
$639K - $713K
|
192K
$23M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.12K- 0.85% |
$667K - $744K
|
715K
$85.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.16K- 10.39% |
$671K - $749K
|
53.1K
$6.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.21K- 3.16% |
$676K - $755K
|
190K
$22.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-6.36K- 10.94% |
$693K - $773K
|
51.8K
$6.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6.41K- 3.44% |
$699K - $780K
|
180K
$21.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.53K- 17.91% |
$711K - $794K
|
29.9K
$3.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.59K- 2.58% |
$718K - $802K
|
249K
$29.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-6.78K- 19.09% |
$739K - $825K
|
28.8K
$3.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-7.02K- 59.36% |
$765K - $854K
|
4.81K
$576K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-7.08K- 3.83% |
$771K - $861K
|
177K
$21.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7.25K- 6.32% |
$790K - $882K
|
108K
$12.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-7.44K- 4.78% |
$811K - $905K
|
148K
$17.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-7.84K- 6.68% |
$854K - $954K
|
110K
$13.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-8.16K- 3.15% |
$889K - $993K
|
251K
$30.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-8.37K- 80.46% |
$912K - $1.02M
|
2.03K
$244K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-8.4K- 3.44% |
$916K - $1.02M
|
236K
$28.3M
|