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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-3.95K- 17.89% |
$430K - $480K
|
18.1K
$2.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.05K- 1.49% |
$441K - $492K
|
267K
$32.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.08K- 4.81% |
$445K - $497K
|
80.8K
$9.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.2K- 33.44% |
$457K - $511K
|
8.36K
$1.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-4.31K- 45.84% |
$469K - $524K
|
5.09K
$627K
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
SELL
|
- |
-4.32K- 16.39% |
$471K - $525K
|
22K
$2.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-4.44K- 1.94% |
$484K - $540K
|
224K
$27.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4.6K- 10.29% |
$501K - $560K
|
40.1K
$4.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-4.72K- 1.38% |
$515K - $575K
|
337K
$41.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4.82K- 2.65% |
$525K - $586K
|
177K
$21.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-4.95K- 16.44% |
$539K - $602K
|
25.1K
$3.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-5.17K- 45.01% |
$564K - $629K
|
6.32K
$778K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-5.24K- 1.62% |
$571K - $638K
|
319K
$39.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5.3K- 4.12% |
$577K - $644K
|
123K
$15.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5.3K- 1.05% |
$577K - $644K
|
501K
$61.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.35K- 2.3% |
$583K - $650K
|
227K
$27.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-5.38K- 0.85% |
$586K - $654K
|
631K
$77.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-5.41K- 2.08% |
$589K - $658K
|
255K
$31.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-5.56K- 2.23% |
$606K - $677K
|
244K
$30.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-5.65K- 11.88% |
$615K - $687K
|
41.9K
$5.16M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-5.79K- 99.09% |
$631K - $704K
|
53
$6.53K
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-5.85K- 2.97% |
$638K - $712K
|
191K
$23.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.86K- 2.96% |
$639K - $713K
|
192K
$23.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-5.91K- 6.22% |
$644K - $718K
|
89K
$11M
|
|
|
Nov 05, 2025
Q3 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-5.91K- 3.99% |
$644K - $719K
|
142K
$17.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.12K- 0.85% |
$667K - $744K
|
715K
$88M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.16K- 10.39% |
$671K - $749K
|
53.1K
$6.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.21K- 3.16% |
$676K - $755K
|
190K
$23.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-6.21K- 52.14% |
$677K - $756K
|
5.7K
$702K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-6.36K- 10.94% |
$693K - $773K
|
51.8K
$6.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6.41K- 3.44% |
$699K - $780K
|
180K
$22.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.46K- 6.9% |
$704K - $786K
|
87.2K
$10.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.53K- 17.91% |
$711K - $794K
|
29.9K
$3.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.59K- 2.58% |
$718K - $802K
|
249K
$30.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-6.78K- 19.09% |
$739K - $825K
|
28.8K
$3.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-7.02K- 59.36% |
$765K - $854K
|
4.81K
$592K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-7.08K- 3.83% |
$771K - $861K
|
177K
$21.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7.25K- 6.32% |
$790K - $882K
|
108K
$13.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-7.44K- 4.78% |
$811K - $905K
|
148K
$18.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-7.84K- 6.68% |
$854K - $954K
|
110K
$13.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-8.16K- 3.15% |
$889K - $993K
|
251K
$30.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-8.37K- 80.46% |
$912K - $1.02M
|
2.03K
$251K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-8.4K- 3.44% |
$916K - $1.02M
|
236K
$29.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-8.7K- 5.09% |
$948K - $1.06M
|
162K
$20M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-9.02K- 3.39% |
$983K - $1.1M
|
257K
$31.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-9.02K- 25.75% |
$983K - $1.1M
|
26K
$3.2M
|
|
|
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
|