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 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
9.3K+ 6.46% |
$1.01M - $1.13M
|
153K
$18.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.58K+ 92.8% |
$935K - $1.04M
|
17.8K
$2.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
7.31K+ 155.2% |
$797K - $889K
|
12K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.18K+ 9.27% |
$783K - $874K
|
84.6K
$10.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.91K+ 17.94% |
$753K - $841K
|
45.5K
$5.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.87K+ 2.74% |
$748K - $835K
|
258K
$30.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.73K+ 58.95% |
$734K - $819K
|
18.2K
$2.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
6.61K+ 6.23% |
$720K - $803K
|
113K
$13.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.51K+ 21.47% |
$709K - $792K
|
36.8K
$4.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
6.41K+ 54.81% |
$698K - $780K
|
18.1K
$2.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.38KNew |
$696K - $776K
|
6.38K
$764K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.99K+ 133.38% |
$652K - $728K
|
10.5K
$1.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
5.87KNew |
$639K - $713K
|
5.87K
$702K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.5K+ 1.71% |
$599K - $669K
|
327K
$39.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.35K+ 4.77% |
$583K - $650K
|
118K
$14.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
5.21K+ 6.65% |
$567K - $633K
|
83.4K
$9.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
5.07K+ 106.25% |
$552K - $617K
|
9.84K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
4.98K+ 72.72% |
$543K - $606K
|
11.8K
$1.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.82K+ 1.92% |
$525K - $586K
|
255K
$30.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.72KNew |
$515K - $575K
|
4.72K
$566K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.68K+ 2.03% |
$510K - $569K
|
235K
$28.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.65K+ 2.34% |
$507K - $566K
|
203K
$24.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.43K+ 28.82% |
$482K - $538K
|
19.8K
$2.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.42KNew |
$482K - $538K
|
4.42K
$529K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.37K+ 6.58% |
$477K - $532K
|
70.8K
$8.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.33K+ 5.5% |
$471K - $526K
|
83K
$9.94M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
4.32K+ 12.07% |
$471K - $526K
|
40.1K
$4.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.32KNew |
$471K - $526K
|
4.32K
$517K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
4.21K+ 3.83% |
$459K - $512K
|
114K
$13.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4.21K+ 13.12% |
$458K - $512K
|
36.3K
$4.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.17KNew |
$455K - $507K
|
4.17K
$500K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.15KNew |
$452K - $504K
|
4.15K
$496K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.07KNew |
$443K - $495K
|
4.07K
$487K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.03K+ 2.35% |
$440K - $491K
|
176K
$21M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.87K+ 4.66% |
$421K - $470K
|
86.9K
$10.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.68KNew |
$401K - $448K
|
3.68K
$441K
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.53K+ 57.99% |
$384K - $429K
|
9.6K
$1.15M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.49K+ 2.25% |
$381K - $425K
|
158K
$19M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.49K+ 10.19% |
$380K - $424K
|
37.7K
$4.52M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.48K+ 14.17% |
$379K - $423K
|
28K
$3.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
3.4KNew |
$370K - $413K
|
3.4K
$407K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.28K+ 11.81% |
$357K - $399K
|
31K
$3.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.12K+ 14.68% |
$340K - $380K
|
24.4K
$2.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.12K+ 3.95% |
$340K - $380K
|
82.2K
$9.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
2.98K+ 57.41% |
$325K - $363K
|
8.18K
$980K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.94K+ 695.04% |
$320K - $358K
|
3.36K
$403K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.93KNew |
$320K - $357K
|
2.93K
$351K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.93K+ 44.38% |
$320K - $357K
|
9.54K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.78KNew |
$303K - $338K
|
2.78K
$333K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.77K+ 4.63% |
$301K - $336K
|
62.5K
$7.48M
|