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 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-9.04K- 16.08% |
$985K - $1.1M
|
47.2K
$5.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-9.29K- 9.49% |
$1.01M - $1.13M
|
88.6K
$10.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-9.39K- 6.2% |
$1.02M - $1.14M
|
142K
$17.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-9.41K- 3.21% |
$1.03M - $1.14M
|
283K
$34.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-9.63K- 2.65% |
$1.05M - $1.17M
|
354K
$43.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9.9K- 99.37% |
$1.08M - $1.2M
|
63
$7.76K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-10.4K- 5.76% |
$1.13M - $1.26M
|
170K
$20.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-11.2K- 20.83% |
$1.22M - $1.36M
|
42.5K
$5.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-11.5K- 13.37% |
$1.26M - $1.4M
|
74.8K
$9.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-11.6K- 11.95% |
$1.26M - $1.41M
|
85.4K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-12.1K- 1.57% |
$1.32M - $1.48M
|
762K
$93.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-12.3K- 48.04% |
$1.34M - $1.5M
|
13.3K
$1.64M
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
SELL
|
- |
-12.4K- 4.47% |
$1.35M - $1.5M
|
264K
$32.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-12.7K- 11.52% |
$1.38M - $1.54M
|
97.3K
$12M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
SELL
|
- |
-12.8K- 99.91% |
$1.4M - $1.56M
|
12
$1.48K
|
|
|
Oct 23, 2025
Q3 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-12.9K- 12.1% |
$1.41M - $1.57M
|
94K
$11.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-13K- 69.82% |
$1.41M - $1.58M
|
5.6K
$690K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13K- 2.05% |
$1.41M - $1.58M
|
619K
$76.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-13.2K- 4.52% |
$1.44M - $1.61M
|
280K
$34.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-13.5K- 4.41% |
$1.47M - $1.64M
|
292K
$36M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-13.9K- 20.47% |
$1.52M - $1.7M
|
54.2K
$6.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-14K- 1.89% |
$1.53M - $1.71M
|
730K
$89.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-15.6K- 60.4% |
$1.7M - $1.9M
|
10.2K
$1.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-16.1K- 31.23% |
$1.76M - $1.96M
|
35.5K
$4.38M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-16.3K- 24.34% |
$1.78M - $1.98M
|
50.7K
$6.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-16.8K- 82.83% |
$1.84M - $2.05M
|
3.49K
$430K
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-16.9K- 6.8% |
$1.84M - $2.05M
|
231K
$28.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-17K- 33.07% |
$1.85M - $2.07M
|
34.4K
$4.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-17.3K- 89.01% |
$1.89M - $2.11M
|
2.14K
$264K
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
SELL
|
- |
-18.9K- 4.84% |
$2.06M - $2.29M
|
371K
$45.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-20.9K- 66.74% |
$2.27M - $2.54M
|
10.4K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-21.1K- 2.07% |
$2.3M - $2.56M
|
998K
$123M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-23.7K- 1.99% |
$2.58M - $2.89M
|
1.17M
$144M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-25.6K- 4.47% |
$2.79M - $3.12M
|
547K
$67.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
SELL
|
- |
-29.6K- 1.53% |
$3.22M - $3.6M
|
1.91M
$235M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-30.1K- 17.38% |
$3.28M - $3.66M
|
143K
$17.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-31.1K- 11.27% |
$3.39M - $3.79M
|
245K
$30.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-31.1K- 4.72% |
$3.39M - $3.79M
|
629K
$77.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-34.5K- 10.74% |
$3.76M - $4.2M
|
287K
$35.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-37.2K- 19.61% |
$4.06M - $4.53M
|
153K
$18.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-39.7K- 5.42% |
$4.33M - $4.83M
|
693K
$85.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-41.6KClosed |
$4.53M - $5.06M
|
0
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-47.2K- 11.53% |
$5.14M - $5.74M
|
362K
$44.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-53.2K- 1.47% |
$5.8M - $6.47M
|
3.58M
$440M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-53.6K- 10.06% |
$5.84M - $6.51M
|
479K
$59M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-54.1K- 5.39% |
$5.9M - $6.59M
|
951K
$117M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-54.7K- 48.04% |
$5.96M - $6.65M
|
59.1K
$7.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-57.3K- 34.15% |
$6.24M - $6.97M
|
111K
$13.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-63.7K- 78.9% |
$6.95M - $7.75M
|
17K
$2.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-66.3K- 79.01% |
$7.22M - $8.07M
|
17.6K
$2.17M
|