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
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
707+ 9.96% |
$77K - $86K
|
7.8K
$935K
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
700+ 2.16% |
$76.3K - $85.2K
|
33.1K
$3.97M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
696+ 2.15% |
$75.8K - $84.7K
|
33K
$3.95M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
696+ 940.54% |
$75.8K - $84.7K
|
770
$92.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
695+ 1.01% |
$75.7K - $84.5K
|
69.7K
$8.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
680+ 2.68% |
$74.1K - $82.7K
|
26.1K
$3.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
668New |
$72.8K - $81.3K
|
668
$80K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
645+ 2.72% |
$70.3K - $78.5K
|
24.4K
$2.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
640+ 0.68% |
$69.7K - $77.9K
|
95.3K
$11.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
624+ 5.67% |
$68K - $75.9K
|
11.6K
$1.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
618+ 1.27% |
$67.3K - $75.2K
|
49.1K
$5.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
607+ 14.01% |
$66.1K - $73.8K
|
4.94K
$592K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
592+ 1.9% |
$64.5K - $72K
|
31.7K
$3.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
575+ 2.83% |
$62.7K - $69.9K
|
20.9K
$2.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
574+ 0.78% |
$62.5K - $69.8K
|
74K
$8.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
573+ 0.15% |
$62.4K - $69.7K
|
378K
$45.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
563+ 1.54% |
$61.4K - $68.5K
|
37.2K
$4.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
540New |
$58.8K - $65.7K
|
540
$64.7K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
540+ 27.89% |
$58.8K - $65.7K
|
2.48K
$297K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
529+ 1.07% |
$57.6K - $64.4K
|
50.1K
$6M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
523+ 0.98% |
$57K - $63.6K
|
54K
$6.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
518+ 2.33% |
$56.4K - $63K
|
22.8K
$2.73M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
493+ 3.41% |
$53.7K - $60K
|
15K
$1.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
493+ 0.77% |
$53.7K - $60K
|
64.7K
$7.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
470+ 13.04% |
$51.2K - $57.2K
|
4.07K
$488K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
468+ 6.68% |
$51K - $56.9K
|
7.47K
$895K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
448+ 0.38% |
$48.8K - $54.5K
|
118K
$14.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
425+ 11.62% |
$46.3K - $51.7K
|
4.08K
$489K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
422+ 1.83% |
$46K - $51.3K
|
23.5K
$2.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
414+ 8.54% |
$45.1K - $50.4K
|
5.26K
$630K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
413+ 4.47% |
$45K - $50.2K
|
9.65K
$1.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
412+ 2.18% |
$44.9K - $50.1K
|
19.3K
$2.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
411+ 10.7% |
$44.8K - $50K
|
4.25K
$509K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
405+ 3.85% |
$44.1K - $49.3K
|
10.9K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
403+ 4.69% |
$43.9K - $49K
|
9K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
392+ 1.33% |
$42.7K - $47.7K
|
29.9K
$3.58M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
350+ 4.72% |
$38.1K - $42.6K
|
7.76K
$929K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
349+ 1.64% |
$38K - $42.5K
|
21.6K
$2.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
345+ 13.16% |
$37.6K - $42K
|
2.97K
$355K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
336New |
$36.6K - $40.9K
|
336
$40.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
336+ 0.59% |
$36.6K - $40.9K
|
56.9K
$6.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
323+ 6.26% |
$35.2K - $39.3K
|
5.49K
$657K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
295+ 3.27% |
$32.1K - $35.9K
|
9.3K
$1.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
292+ 2.74% |
$31.8K - $35.5K
|
11K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
287+ 2.35% |
$31.3K - $34.9K
|
12.5K
$1.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
284+ 1.01% |
$30.9K - $34.5K
|
28.3K
$3.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
281+ 4.59% |
$30.6K - $34.2K
|
6.4K
$767K
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
275+ 7.29% |
$30K - $33.5K
|
4.05K
$485K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
275+ 2.06% |
$30K - $33.5K
|
13.6K
$1.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
273+ 1.61% |
$29.7K - $33.2K
|
17.3K
$2.07M
|