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
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 18.45% |
$141K - $158K
|
8.33K
$997K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.28KNew |
$139K - $155K
|
1.28K
$153K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.26K+ 0.4% |
$137K - $153K
|
312K
$37.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.24K+ 4.53% |
$135K - $151K
|
28.7K
$3.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.23K+ 0.8% |
$134K - $150K
|
156K
$18.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.22K+ 7.99% |
$133K - $149K
|
16.5K
$1.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.21K+ 1.95% |
$132K - $147K
|
63.2K
$7.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.19K+ 18.45% |
$130K - $145K
|
7.63K
$914K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.14K+ 1.17% |
$124K - $139K
|
98.7K
$11.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.1K+ 4.86% |
$119K - $133K
|
23.6K
$2.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.03K+ 20.78% |
$112K - $125K
|
5.98K
$716K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1K+ 4.43% |
$109K - $122K
|
23.6K
$2.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
980+ 26.73% |
$107K - $119K
|
4.65K
$556K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
952New |
$104K - $116K
|
952
$114K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
939+ 5.51% |
$102K - $114K
|
18K
$2.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
899+ 14.53% |
$98K - $109K
|
7.09K
$849K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
851+ 6.07% |
$92.7K - $104K
|
14.9K
$1.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
849+ 7.19% |
$92.5K - $103K
|
12.7K
$1.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
838+ 5.35% |
$91.3K - $102K
|
16.5K
$1.97M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
817+ 23.39% |
$89K - $99.4K
|
4.31K
$516K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
806+ 36.77% |
$87.8K - $98K
|
3K
$359K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
800New |
$87.2K - $97.3K
|
800
$95.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
777+ 8.58% |
$84.7K - $94.5K
|
9.83K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
776+ 4.59% |
$84.6K - $94.4K
|
17.7K
$2.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
770+ 5.23% |
$83.9K - $93.7K
|
15.5K
$1.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
762+ 32.29% |
$83K - $92.7K
|
3.12K
$374K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
733+ 7.07% |
$79.9K - $89.2K
|
11.1K
$1.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
728+ 4.24% |
$79.3K - $88.6K
|
17.9K
$2.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
721+ 49.79% |
$78.6K - $87.7K
|
2.17K
$260K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
708+ 33.4% |
$77.2K - $86.1K
|
2.83K
$339K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
707+ 9.96% |
$77K - $86K
|
7.8K
$935K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
696+ 940.54% |
$75.8K - $84.7K
|
770
$92.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
696+ 2.15% |
$75.8K - $84.7K
|
33K
$3.95M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
695+ 1.01% |
$75.7K - $84.5K
|
69.7K
$8.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
680+ 2.68% |
$74.1K - $82.7K
|
26.1K
$3.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
668New |
$72.8K - $81.3K
|
668
$80K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
645+ 2.72% |
$70.3K - $78.5K
|
24.4K
$2.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
640+ 0.68% |
$69.7K - $77.9K
|
95.3K
$11.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
624+ 5.67% |
$68K - $75.9K
|
11.6K
$1.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
618+ 1.27% |
$67.3K - $75.2K
|
49.1K
$5.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
607+ 14.01% |
$66.1K - $73.8K
|
4.94K
$592K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
592+ 1.9% |
$64.5K - $72K
|
31.7K
$3.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
575+ 2.83% |
$62.7K - $69.9K
|
20.9K
$2.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
574+ 0.78% |
$62.5K - $69.8K
|
74K
$8.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
573+ 0.15% |
$62.4K - $69.7K
|
378K
$45.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
540+ 27.89% |
$58.8K - $65.7K
|
2.48K
$297K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
540New |
$58.8K - $65.7K
|
540
$64.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
529+ 1.07% |
$57.6K - $64.4K
|
50.1K
$6M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
523+ 0.98% |
$57K - $63.6K
|
54K
$6.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
518+ 2.33% |
$56.4K - $63K
|
22.8K
$2.73M
|