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 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
53+ 0.07% |
$5.78K - $6.45K
|
80.5K
$9.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
50+ 2.42% |
$5.45K - $6.08K
|
2.12K
$254K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
42+ 1.78% |
$4.58K - $5.11K
|
2.4K
$288K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
40+ 0.51% |
$4.36K - $4.87K
|
7.91K
$947K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
35+ 1.67% |
$3.81K - $4.26K
|
2.13K
$255K
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
30+ 0.08% |
$3.27K - $3.65K
|
36.5K
$4.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
29+ 0.39% |
$3.16K - $3.53K
|
7.44K
$890K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
27+ 1.33% |
$2.94K - $3.28K
|
2.06K
$246K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
25+ 0.09% |
$2.72K - $3.04K
|
28.8K
$3.45M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
25+ 6.28% |
$2.72K - $3.04K
|
423
$50.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
16+ 0.31% |
$1.74K - $1.95K
|
5.21K
$624K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
14+ 0.14% |
$1.53K - $1.7K
|
9.7K
$1.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
14+ 0.45% |
$1.53K - $1.7K
|
3.13K
$375K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
14+ 0.2% |
$1.53K - $1.7K
|
7.04K
$843K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
12+ 0.06% |
$1.31K - $1.46K
|
18.5K
$2.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
11+ 0.08% |
$1.2K - $1.34K
|
14K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
10+ 0.12% |
$1.09K - $1.22K
|
8.48K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10+ 0.03% |
$1.09K - $1.22K
|
32.4K
$3.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
9+ 0.37% |
$981 - $1.09K
|
2.42K
$290K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
8+ 0.09% |
$872 - $973
|
9.03K
$1.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8+ 0.13% |
$872 - $973
|
6.24K
$748K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 0.06% |
$763 - $852
|
11K
$1.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6+ 0.04% |
$654 - $730
|
16.4K
$1.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.09% |
$654 - $730
|
6.75K
$809K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$654 - $730
|
5.63K
$675K
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
6+ 0.11% |
$654 - $730
|
5.25K
$628K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5+ 0.12% |
$545 - $608
|
4.09K
$490K
|
|
|
Oct 14, 2025
Q3 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
5+ 0.12% |
$545 - $608
|
4.09K
$489K
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
5+ 0.11% |
$545 - $608
|
4.73K
$566K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4+ 0.12% |
$436 - $487
|
3.47K
$416K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.03% |
$436 - $487
|
14.7K
$1.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
4+ 0.13% |
$436 - $487
|
3.19K
$382K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.1% |
$327 - $365
|
2.96K
$355K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
3+ 0.06% |
$327 - $365
|
5.28K
$632K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
3+ 0.12% |
$327 - $365
|
2.58K
$309K
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3+ 0.11% |
$327 - $365
|
2.75K
$330K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$327 - $365
|
3
$359
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
3+ 0.01% |
$327 - $365
|
50K
$5.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$327 - $365
|
20.3K
$2.43M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
3+ 0.15% |
$327 - $365
|
2.05K
$245K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 0.04% |
$327 - $365
|
7.57K
$907K
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
3+ 30.0% |
$327 - $365
|
13
$1.56K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3+ 0.09% |
$327 - $365
|
3.18K
$380K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3+ 0.02% |
$327 - $365
|
16.5K
$1.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3+ 0.01% |
$327 - $365
|
23.2K
$2.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
2+ 0.1% |
$218 - $243
|
2.03K
$244K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$218 - $243
|
2.5K
$299K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.09% |
$218 - $243
|
2.32K
$278K
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2+ 0.03% |
$218 - $243
|
5.72K
$685K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
2+ 0.04% |
$218 - $243
|
5.39K
$645K
|