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 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-19- 0.48% |
$2.07K - $2.31K
|
3.94K
$472K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-19- 6.88% |
$2.07K - $2.31K
|
257
$30.8K
|
|
|
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
|
Oakworth Capital, Inc.
|
SELL
|
- |
-30- 0.3% |
$3.27K - $3.65K
|
9.94K
$1.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-30- 0.06% |
$3.27K - $3.65K
|
52.9K
$6.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-31- 0.24% |
$3.38K - $3.77K
|
13.1K
$1.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-32- 1.67% |
$3.49K - $3.89K
|
1.88K
$225K
|
|
|
Nov 04, 2025
Q3 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-35- 1.21% |
$3.81K - $4.26K
|
2.87K
$343K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-35- 0.46% |
$3.81K - $4.26K
|
7.54K
$903K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-38- 0.16% |
$4.14K - $4.62K
|
23.9K
$2.86M
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-41- 2.21% |
$4.47K - $4.99K
|
1.82K
$217K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-42- 0.08% |
$4.58K - $5.11K
|
50.2K
$6.01M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-42- 0.63% |
$4.58K - $5.11K
|
6.67K
$799K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-43- 1.26% |
$4.69K - $5.23K
|
3.36K
$402K
|
|
|
Oct 27, 2025
Q3 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-43- 1.8% |
$4.69K - $5.23K
|
2.35K
$281K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-44- 0.1% |
$4.79K - $5.35K
|
42.4K
$5.08M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-45- 0.41% |
$4.9K - $5.47K
|
11K
$1.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-45- 0.12% |
$4.9K - $5.47K
|
39K
$4.67M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-47- 1.3% |
$5.12K - $5.72K
|
3.56K
$427K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50- 0.04% |
$5.45K - $6.08K
|
116K
$13.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-51- 0.69% |
$5.56K - $6.2K
|
7.3K
$874K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-54- 0.53% |
$5.88K - $6.57K
|
10K
$1.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-57- 0.69% |
$6.21K - $6.93K
|
8.22K
$984K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-59- 3.07% |
$6.43K - $7.18K
|
1.86K
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-60- 31.58% |
$6.54K - $7.3K
|
130
$15.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-60- 2.15% |
$6.54K - $7.3K
|
2.73K
$327K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-62- 2.64% |
$6.76K - $7.54K
|
2.29K
$274K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-65- 0.77% |
$7.08K - $7.91K
|
8.38K
$1M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-65- 0.65% |
$7.08K - $7.91K
|
9.86K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-65- 0.46% |
$7.08K - $7.91K
|
14.1K
$1.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-69- 1.47% |
$7.52K - $8.39K
|
4.62K
$553K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-73- 0.81% |
$7.95K - $8.88K
|
8.94K
$1.07M
|
|
|
Oct 29, 2025
Q3 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-73- 1.11% |
$7.95K - $8.88K
|
6.48K
$776K
|
|
|
Oct 29, 2025
Q3 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-74- 2.39% |
$8.06K - $9K
|
3.02K
$362K
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-75- 0.83% |
$8.17K - $9.12K
|
8.98K
$1.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-76- 0.66% |
$8.28K - $9.25K
|
11.5K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-76- 1.19% |
$8.28K - $9.25K
|
6.32K
$757K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-78- 0.18% |
$8.5K - $9.49K
|
44.4K
$5.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-79- 4.04% |
$8.61K - $9.61K
|
1.88K
$225K
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-80- 0.65% |
$8.72K - $9.73K
|
12.2K
$1.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-82- 0.44% |
$8.94K - $9.98K
|
18.4K
$2.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-83- 1.16% |
$9.04K - $10.1K
|
7.06K
$846K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-85- 0.62% |
$9.26K - $10.3K
|
13.6K
$1.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-85- 6.64% |
$9.26K - $10.3K
|
1.2K
$143K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-90- 2.09% |
$9.81K - $10.9K
|
4.22K
$505K
|