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 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.74KNew |
$299K - $333K
|
2.74K
$328K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.7K+ 1.78% |
$294K - $328K
|
154K
$18.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
2.7K+ 0.22% |
$294K - $328K
|
1.2M
$144M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.64K+ 16.22% |
$287K - $321K
|
18.9K
$2.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
2.55KNew |
$278K - $310K
|
2.55K
$305K
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
2.47KNew |
$269K - $301K
|
2.47K
$296K
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.45K+ 2.41% |
$267K - $298K
|
104K
$12.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.45K+ 6.31% |
$266K - $297K
|
41.2K
$4.94M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
2.39KNew |
$261K - $291K
|
2.39K
$287K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2.36K+ 9.05% |
$257K - $287K
|
28.5K
$3.41M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.36K+ 26.26% |
$257K - $287K
|
11.4K
$1.36M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.29KNew |
$250K - $279K
|
2.29K
$275K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.28K+ 48.88% |
$249K - $278K
|
6.95K
$832K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.24KNew |
$244K - $273K
|
2.24K
$269K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.18K+ 6.61% |
$237K - $265K
|
35.1K
$4.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.13KNew |
$232K - $259K
|
2.13K
$255K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.12K+ 1.3% |
$231K - $258K
|
164K
$19.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.09K+ 81.17% |
$228K - $254K
|
4.67K
$559K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.04K+ 12.28% |
$222K - $248K
|
18.7K
$2.23M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
1.98K+ 0.47% |
$216K - $241K
|
421K
$50.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.98K+ 87.59% |
$215K - $241K
|
4.23K
$507K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.96KNew |
$214K - $239K
|
1.96K
$235K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.91K+ 4.97% |
$209K - $233K
|
40.4K
$4.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.91KNew |
$208K - $232K
|
1.91K
$228K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.84KNew |
$200K - $223K
|
1.84K
$220K
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1.81KNew |
$197K - $220K
|
1.81K
$217K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
1.81KNew |
$197K - $220K
|
1.81K
$217K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.8KNew |
$196K - $219K
|
1.8K
$215K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.74KNew |
$190K - $212K
|
1.74K
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.74KNew |
$190K - $212K
|
1.74K
$209K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.73KNew |
$189K - $211K
|
1.73K
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.71KNew |
$187K - $209K
|
1.71K
$205K
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.71KNew |
$186K - $208K
|
1.71K
$205K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.69K+ 2.74% |
$185K - $206K
|
63.5K
$7.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.68KNew |
$183K - $205K
|
1.68K
$201K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.68KNew |
$183K - $204K
|
1.68K
$201K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.67KNew |
$182K - $203K
|
1.67K
$200K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.62K+ 0.31% |
$177K - $198K
|
519K
$62.1M
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
BUY
|
- |
1.58K+ 0.6% |
$173K - $193K
|
266K
$31.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.52K+ 74.52% |
$166K - $185K
|
3.56K
$427K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.48K+ 9.4% |
$161K - $180K
|
17.2K
$2.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.44K+ 4.65% |
$157K - $176K
|
32.5K
$3.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.43K+ 16.9% |
$156K - $174K
|
9.88K
$1.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.4K+ 7.35% |
$153K - $170K
|
20.5K
$2.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.4K+ 12.75% |
$152K - $170K
|
12.4K
$1.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.37K+ 4.57% |
$149K - $167K
|
31.3K
$3.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.35K+ 9.04% |
$147K - $164K
|
16.2K
$1.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.33K+ 3.73% |
$145K - $162K
|
36.9K
$4.42M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.33K+ 21.73% |
$144K - $161K
|
7.42K
$889K
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
1.3K+ 0.53% |
$141K - $158K
|
246K
$29.5M
|