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 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$109 - $122
|
4.86K
$582K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.04% |
$109 - $122
|
2.28K
$273K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$109 - $122
|
7.91K
$947K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.15% |
$109 - $122
|
682
$81.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$109 - $122
|
821
$98.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$109 - $122
|
13.4K
$1.6M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 4.0% |
$109 - $122
|
26
$3.11K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.07% |
$109 - $122
|
1.35K
$161K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$109 - $122
|
2.64K
$316K
|
|
|
Nov 03, 2025
Q3 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
1+ 0.0% |
$109 - $122
|
20.3K
$2.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
1+ 0.05% |
$109 - $122
|
1.93K
$231K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$109 - $122
|
2.19K
$262K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$109 - $122
|
2.43K
$291K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.17% |
$109 - $122
|
580
$69.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$109 - $122
|
15.5K
$1.86M
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.09% |
$109 - $122
|
1.09K
$130K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1- 0.02% |
$109 - $122
|
4.5K
$539K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1- 0.01% |
$109 - $122
|
10.1K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1- 0.03% |
$109 - $122
|
3.26K
$391K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2- 0.03% |
$218 - $243
|
6.3K
$755K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-2- 0.02% |
$218 - $243
|
10.2K
$1.22M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.1% |
$327 - $365
|
2.9K
$347K
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-3- 0.06% |
$327 - $365
|
5.17K
$620K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-3- 0.01% |
$327 - $365
|
33K
$3.95M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5- 0.1% |
$545 - $608
|
5.19K
$622K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-7- 0.14% |
$763 - $852
|
4.99K
$597K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-9- 0.03% |
$981 - $1.09K
|
34K
$4.07M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-10- 0.43% |
$1.09K - $1.22K
|
2.34K
$280K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-11- 0.05% |
$1.2K - $1.34K
|
22.8K
$2.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-12- 0.63% |
$1.31K - $1.46K
|
1.91K
$228K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-13- 0.37% |
$1.42K - $1.58K
|
3.48K
$416K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-14- 0.53% |
$1.53K - $1.7K
|
2.62K
$314K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-14- 0.07% |
$1.53K - $1.7K
|
21.1K
$2.53M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
SELL
|
- |
-15- 0.16% |
$1.63K - $1.82K
|
9.51K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-15- 0.12% |
$1.63K - $1.82K
|
12.1K
$1.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-16- 0.37% |
$1.74K - $1.95K
|
4.29K
$514K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-16- 0.43% |
$1.74K - $1.95K
|
3.67K
$440K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-17- 1.06% |
$1.85K - $2.07K
|
1.59K
$190K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-18- 0.77% |
$1.96K - $2.19K
|
2.32K
$278K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-19- 6.88% |
$2.07K - $2.31K
|
257
$30.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-19- 0.48% |
$2.07K - $2.31K
|
3.94K
$472K
|
|
|
Oct 24, 2025
Q3 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-20- 1.08% |
$2.18K - $2.43K
|
1.83K
$219K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-23- 0.15% |
$2.51K - $2.8K
|
15.5K
$1.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-25- 0.64% |
$2.72K - $3.04K
|
3.86K
$463K
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-26- 0.22% |
$2.83K - $3.16K
|
11.5K
$1.38M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-28- 0.59% |
$3.05K - $3.41K
|
4.69K
$562K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-29- 0.87% |
$3.16K - $3.53K
|
3.29K
$394K
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-30- 0.06% |
$3.27K - $3.65K
|
52.9K
$6.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-30- 0.3% |
$3.27K - $3.65K
|
9.94K
$1.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-31- 0.24% |
$3.38K - $3.77K
|
13.1K
$1.57M
|