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 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 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-61.2K- 8.42% |
$6.67M - $7.45M
|
666K
$82.1M
|
|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-81.6K- 89.14% |
$8.9M - $9.93M
|
9.95K
$1.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-82K- 50.29% |
$8.94M - $9.98M
|
81.1K
$9.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-92.5K- 4.12% |
$10.1M - $11.3M
|
2.15M
$265M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-99.9K- 46.18% |
$10.9M - $12.1M
|
116K
$14.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-136K- 84.47% |
$14.8M - $16.5M
|
25K
$3.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-173K- 75.75% |
$18.8M - $21M
|
55.3K
$6.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-195K- 5.21% |
$21.3M - $23.7M
|
3.55M
$437M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-260K- 50.0% |
$28.3M - $31.6M
|
260K
$32M
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-276K- 97.18% |
$30.1M - $33.6M
|
8.01K
$986K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-379K- 10.54% |
$41.3M - $46.1M
|
3.22M
$397M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-443K- 8.46% |
$48.3M - $53.9M
|
4.8M
$591M
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-458K- 40.22% |
$49.9M - $55.7M
|
680K
$83.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.47M- 5.65% |
$270M - $301M
|
41.3M
$5.09B
|