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 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
336KNew |
$36.6M - $40.9M
|
336K
$40.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
254KNew |
$27.7M - $31M
|
254K
$30.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
194K+ 286.85% |
$21.2M - $23.6M
|
262K
$31.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
167K+ 19.45% |
$18.2M - $20.3M
|
1.03M
$123M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
131K+ 5.73% |
$14.2M - $15.9M
|
2.41M
$289M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
130K+ 70.17% |
$14.2M - $15.8M
|
316K
$37.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
120KNew |
$13M - $14.5M
|
120K
$14.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
118K+ 67.43% |
$12.9M - $14.4M
|
294K
$35.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
94.2K+ 764.58% |
$10.3M - $11.5M
|
107K
$12.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
88.2K+ 338.05% |
$9.61M - $10.7M
|
114K
$13.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
86.9K+ 42.06% |
$9.46M - $10.6M
|
293K
$35.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
79.2KNew |
$8.63M - $9.63M
|
79.2K
$9.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
70.4KNew |
$7.68M - $8.57M
|
70.4K
$8.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
58.4K+ 445.14% |
$6.37M - $7.11M
|
71.5K
$8.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
58.2K+ 3.18% |
$6.34M - $7.08M
|
1.89M
$226M
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
55.6KNew |
$6.05M - $6.76M
|
55.6K
$6.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
53.5KNew |
$5.83M - $6.51M
|
53.5K
$6.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Formulate Financial LLC
Boca Raton, FL |
BUY
|
- |
47.4KNew |
$5.17M - $5.77M
|
47.4K
$5.68M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
43.1K+ 1262.07% |
$4.7M - $5.24M
|
46.5K
$5.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
38.4KNew |
$4.18M - $4.67M
|
38.4K
$4.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
36.5K+ 20.93% |
$3.98M - $4.44M
|
211K
$25.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
35.2KNew |
$3.84M - $4.29M
|
35.2K
$4.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
32.2K+ 22.61% |
$3.51M - $3.91M
|
174K
$20.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
30.5K+ 251.41% |
$3.32M - $3.71M
|
42.6K
$5.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
30.4K+ 38.68% |
$3.31M - $3.7M
|
109K
$13.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
29.9K+ 358.1% |
$3.26M - $3.64M
|
38.3K
$4.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
29.6K+ 98.65% |
$3.23M - $3.6M
|
59.6K
$7.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
29.4KNew |
$3.21M - $3.58M
|
29.4K
$3.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
29KNew |
$3.15M - $3.52M
|
29K
$3.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
28.9K+ 95.78% |
$3.15M - $3.52M
|
59.1K
$7.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
28.8K+ 319.28% |
$3.14M - $3.51M
|
37.9K
$4.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
27.3K+ 4.1% |
$2.97M - $3.32M
|
693K
$83M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
26.1K+ 31.45% |
$2.84M - $3.17M
|
109K
$13M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
24.5K+ 2.26% |
$2.67M - $2.98M
|
1.11M
$133M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
23.2K+ 9.76% |
$2.53M - $2.82M
|
261K
$31.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
21.4K+ 27.38% |
$2.33M - $2.6M
|
99.6K
$11.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
20.5K+ 8.24% |
$2.23M - $2.49M
|
269K
$32.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
18.3K+ 6.93% |
$2M - $2.23M
|
283K
$33.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Florin Court Capital LLP
|
BUY
|
- |
17.7K+ 24.11% |
$1.93M - $2.15M
|
91.1K
$10.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
16.1K+ 9.43% |
$1.75M - $1.95M
|
186K
$22.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
15K+ 85.32% |
$1.64M - $1.83M
|
32.6K
$3.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
14.3K+ 51.81% |
$1.56M - $1.74M
|
42K
$5.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
13.7KNew |
$1.49M - $1.66M
|
13.7K
$1.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.4K+ 5.14% |
$1.35M - $1.51M
|
254K
$30.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
12.1K+ 125.84% |
$1.31M - $1.47M
|
21.6K
$2.59M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10.7K+ 7.44% |
$1.17M - $1.3M
|
154K
$18.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
10.5K+ 27.01% |
$1.15M - $1.28M
|
49.5K
$5.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
10.4KNew |
$1.13M - $1.27M
|
10.4K
$1.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.2K+ 9.07% |
$1.11M - $1.24M
|
122K
$14.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.5K+ 4.42% |
$1.04M - $1.16M
|
224K
$26.9M
|