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
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
240+ 6.27% |
$26.2K - $29.2K
|
4.07K
$487K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
232+ 4.01% |
$25.3K - $28.2K
|
6.02K
$720K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
226+ 5.93% |
$24.6K - $27.5K
|
4.03K
$483K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
220+ 2.31% |
$24K - $26.8K
|
9.73K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
218+ 4.12% |
$23.8K - $26.5K
|
5.52K
$660K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
217+ 1.82% |
$23.6K - $26.4K
|
12.2K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
206+ 8.56% |
$22.4K - $25.1K
|
2.61K
$313K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
200New |
$21.8K - $24.3K
|
200
$24K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
197+ 0.13% |
$21.5K - $24K
|
147K
$17.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
193+ 4.29% |
$21K - $23.5K
|
4.69K
$562K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
184+ 0.62% |
$20.1K - $22.4K
|
30.1K
$3.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
183+ 4.89% |
$19.9K - $22.3K
|
3.92K
$470K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
180+ 1.42% |
$19.6K - $21.9K
|
12.9K
$1.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
177+ 0.03% |
$19.3K - $21.5K
|
581K
$69.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
175+ 30.38% |
$19.1K - $21.3K
|
751
$89.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
161New |
$17.5K - $19.6K
|
161
$19.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
159+ 2.33% |
$17.3K - $19.3K
|
6.99K
$837K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
149+ 30.98% |
$16.2K - $18.1K
|
630
$75.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
143+ 4.43% |
$15.6K - $17.4K
|
3.37K
$404K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
137+ 1.66% |
$14.9K - $16.7K
|
8.4K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
133+ 7.15% |
$14.5K - $16.2K
|
1.99K
$239K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
131+ 2.49% |
$14.3K - $15.9K
|
5.4K
$646K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
126+ 11.14% |
$13.7K - $15.3K
|
1.26K
$151K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
122+ 0.11% |
$13.3K - $14.8K
|
108K
$13M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
122+ 10.5% |
$13.3K - $14.8K
|
1.28K
$154K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
122New |
$13.3K - $14.8K
|
122
$14.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
102+ 3.94% |
$11.1K - $12.4K
|
2.69K
$322K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
100+ 1.0% |
$10.9K - $12.2K
|
10.1K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
95+ 1.87% |
$10.4K - $11.6K
|
5.17K
$619K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
95+ 0.66% |
$10.4K - $11.6K
|
14.4K
$1.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
93+ 1.59% |
$10.1K - $11.3K
|
5.95K
$713K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
92+ 1.02% |
$10K - $11.2K
|
9.09K
$1.09M
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
90+ 0.56% |
$9.81K - $10.9K
|
16.2K
$1.94M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
88+ 1.89% |
$9.59K - $10.7K
|
4.75K
$568K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
86+ 11.36% |
$9.37K - $10.5K
|
843
$101K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
83+ 3.45% |
$9.04K - $10.1K
|
2.49K
$298K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
82New |
$8.94K - $9.98K
|
82
$9.82K
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
80+ 2.04% |
$8.72K - $9.73K
|
3.99K
$478K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
76+ 0.81% |
$8.28K - $9.25K
|
9.5K
$1.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
76+ 1.05% |
$8.28K - $9.25K
|
7.29K
$873K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
73New |
$7.95K - $8.88K
|
73
$8.74K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
73+ 0.44% |
$7.95K - $8.88K
|
16.6K
$1.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
71+ 1.41% |
$7.74K - $8.64K
|
5.11K
$612K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
68+ 0.64% |
$7.41K - $8.27K
|
10.7K
$1.28M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
64+ 3.36% |
$6.97K - $7.79K
|
1.97K
$236K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
63New |
$6.87K - $7.66K
|
63
$7.54K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
62+ 0.6% |
$6.76K - $7.54K
|
10.5K
$1.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
60+ 0.29% |
$6.54K - $7.3K
|
20.4K
$2.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
60+ 0.58% |
$6.54K - $7.3K
|
10.4K
$1.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
59+ 0.62% |
$6.43K - $7.18K
|
9.65K
$1.16M
|