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
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.49K+ 10.19% |
$380K - $424K
|
37.7K
$4.52M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.48K+ 14.17% |
$379K - $423K
|
28K
$3.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.46KNew |
$376K - $420K
|
3.46K
$414K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
3.4KNew |
$370K - $413K
|
3.4K
$407K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.28K+ 11.81% |
$357K - $399K
|
31K
$3.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.12K+ 14.68% |
$340K - $380K
|
24.4K
$2.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.12K+ 3.95% |
$340K - $380K
|
82.2K
$9.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
2.98K+ 57.41% |
$325K - $363K
|
8.18K
$980K
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
2.97KNew |
$324K - $361K
|
2.97K
$356K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.94K+ 695.04% |
$320K - $358K
|
3.36K
$403K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.93KNew |
$320K - $357K
|
2.93K
$351K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.93K+ 44.38% |
$320K - $357K
|
9.54K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.78KNew |
$303K - $338K
|
2.78K
$333K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.77K+ 4.63% |
$301K - $336K
|
62.5K
$7.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.74KNew |
$299K - $333K
|
2.74K
$328K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.7K+ 1.78% |
$294K - $328K
|
154K
$18.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
2.7K+ 0.22% |
$294K - $328K
|
1.2M
$144M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.64K+ 16.22% |
$287K - $321K
|
18.9K
$2.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
2.55KNew |
$278K - $310K
|
2.55K
$305K
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
2.47KNew |
$269K - $301K
|
2.47K
$296K
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.45K+ 2.41% |
$267K - $298K
|
104K
$12.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.45K+ 6.31% |
$266K - $297K
|
41.2K
$4.94M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
2.39KNew |
$261K - $291K
|
2.39K
$287K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2.36K+ 9.05% |
$257K - $287K
|
28.5K
$3.41M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.36K+ 26.26% |
$257K - $287K
|
11.4K
$1.36M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.29KNew |
$250K - $279K
|
2.29K
$275K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.28K+ 48.88% |
$249K - $278K
|
6.95K
$832K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.24KNew |
$244K - $273K
|
2.24K
$269K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.18K+ 6.61% |
$237K - $265K
|
35.1K
$4.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.13KNew |
$232K - $259K
|
2.13K
$255K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.12K+ 1.3% |
$231K - $258K
|
164K
$19.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.09K+ 81.17% |
$228K - $254K
|
4.67K
$559K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
2.07KNew |
$225K - $251K
|
2.07K
$247K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.04K+ 12.28% |
$222K - $248K
|
18.7K
$2.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
1.99K+ 17.88% |
$217K - $242K
|
13.1K
$1.57M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
1.98K+ 0.47% |
$216K - $241K
|
421K
$50.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.98K+ 87.59% |
$215K - $241K
|
4.23K
$507K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.96KNew |
$214K - $239K
|
1.96K
$235K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.91K+ 4.97% |
$209K - $233K
|
40.4K
$4.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.91KNew |
$208K - $232K
|
1.91K
$228K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.88KNew |
$205K - $229K
|
1.88K
$226K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.84KNew |
$200K - $223K
|
1.84K
$220K
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1.81KNew |
$197K - $220K
|
1.81K
$217K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
1.81KNew |
$197K - $220K
|
1.81K
$217K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.8KNew |
$196K - $219K
|
1.8K
$215K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.74KNew |
$190K - $212K
|
1.74K
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.74KNew |
$190K - $212K
|
1.74K
$209K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.73KNew |
$189K - $211K
|
1.73K
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.71KNew |
$187K - $209K
|
1.71K
$205K
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.71KNew |
$186K - $208K
|
1.71K
$205K
|