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 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
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.3K- 84.97% |
$1.24M - $1.38M
|
2.01K
$247K
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-12.7K- 3.95% |
$1.39M - $1.55M
|
310K
$38.1M
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-15.9K- 10.65% |
$1.73M - $1.94M
|
134K
$16.4M
|
|
|
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 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.4K- 0.31% |
$1.9M - $2.12M
|
5.55M
$684M
|
|
|
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
|