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 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
SELL
|
- |
-12.8K- 99.91% |
$1.4M - $1.56M
|
12
$1.44K
|
|
|
Oct 23, 2025
Q3 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-12.9K- 12.1% |
$1.41M - $1.57M
|
94K
$11.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-13K- 69.82% |
$1.41M - $1.58M
|
5.6K
$671K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13K- 2.05% |
$1.41M - $1.58M
|
619K
$74.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-13.2K- 4.52% |
$1.44M - $1.61M
|
280K
$33.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-13.5K- 4.41% |
$1.47M - $1.64M
|
292K
$35M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-13.9K- 20.47% |
$1.52M - $1.7M
|
54.2K
$6.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-14K- 1.89% |
$1.53M - $1.71M
|
730K
$87.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-15.6K- 60.4% |
$1.7M - $1.9M
|
10.2K
$1.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-16.1K- 31.23% |
$1.76M - $1.96M
|
35.5K
$4.26M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-16.3K- 24.34% |
$1.78M - $1.98M
|
50.7K
$6.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-16.8K- 82.83% |
$1.84M - $2.05M
|
3.49K
$418K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-17K- 33.07% |
$1.85M - $2.07M
|
34.4K
$4.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-17.3K- 89.01% |
$1.89M - $2.11M
|
2.14K
$256K
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
SELL
|
- |
-18.9K- 4.84% |
$2.06M - $2.29M
|
371K
$44.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-20.9K- 66.74% |
$2.27M - $2.54M
|
10.4K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-21.1K- 2.07% |
$2.3M - $2.56M
|
998K
$120M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-23.7K- 1.99% |
$2.58M - $2.89M
|
1.17M
$140M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-25.6K- 4.47% |
$2.79M - $3.12M
|
547K
$65.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
SELL
|
- |
-29.6K- 1.53% |
$3.22M - $3.6M
|
1.91M
$228M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-30.1K- 17.38% |
$3.28M - $3.66M
|
143K
$17.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-31.1K- 11.27% |
$3.39M - $3.79M
|
245K
$29.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-31.1K- 4.72% |
$3.39M - $3.79M
|
629K
$75.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-34.5K- 10.74% |
$3.76M - $4.2M
|
287K
$34.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-37.2K- 19.61% |
$4.06M - $4.53M
|
153K
$18.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-39.7K- 5.42% |
$4.33M - $4.83M
|
693K
$83M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-41.6KClosed |
$4.53M - $5.06M
|
0
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-47.2K- 11.53% |
$5.14M - $5.74M
|
362K
$43.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-53.2K- 1.47% |
$5.8M - $6.47M
|
3.58M
$428M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-53.6K- 10.06% |
$5.84M - $6.51M
|
479K
$57.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-54.1K- 5.39% |
$5.9M - $6.59M
|
951K
$114M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-54.7K- 48.04% |
$5.96M - $6.65M
|
59.1K
$7.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-57.3K- 34.15% |
$6.24M - $6.97M
|
111K
$13.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-63.7K- 78.9% |
$6.95M - $7.75M
|
17K
$2.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-66.3K- 79.01% |
$7.22M - $8.07M
|
17.6K
$2.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-81.6K- 89.14% |
$8.9M - $9.93M
|
9.95K
$1.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-82K- 50.29% |
$8.94M - $9.98M
|
81.1K
$9.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-92.5K- 4.12% |
$10.1M - $11.3M
|
2.15M
$258M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-99.9K- 46.18% |
$10.9M - $12.1M
|
116K
$13.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-173K- 75.75% |
$18.8M - $21M
|
55.3K
$6.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-195K- 5.21% |
$21.3M - $23.7M
|
3.55M
$425M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-260K- 50.0% |
$28.3M - $31.6M
|
260K
$31.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-276K- 97.18% |
$30.1M - $33.6M
|
8.01K
$959K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-379K- 10.54% |
$41.3M - $46.1M
|
3.22M
$386M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-443K- 8.46% |
$48.3M - $53.9M
|
4.8M
$575M
|