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 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
493+ 3.41% |
$53.7K - $60K
|
15K
$1.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
493+ 0.77% |
$53.7K - $60K
|
64.7K
$7.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
470+ 13.04% |
$51.2K - $57.2K
|
4.07K
$488K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
468+ 6.68% |
$51K - $56.9K
|
7.47K
$895K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
448+ 0.38% |
$48.8K - $54.5K
|
118K
$14.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
425+ 11.62% |
$46.3K - $51.7K
|
4.08K
$489K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
422+ 1.83% |
$46K - $51.3K
|
23.5K
$2.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
414+ 8.54% |
$45.1K - $50.4K
|
5.26K
$630K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
413+ 4.47% |
$45K - $50.2K
|
9.65K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
411+ 10.7% |
$44.8K - $50K
|
4.25K
$509K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
405+ 3.85% |
$44.1K - $49.3K
|
10.9K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
403+ 4.69% |
$43.9K - $49K
|
9K
$1.08M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
350+ 4.72% |
$38.1K - $42.6K
|
7.76K
$929K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
349+ 1.64% |
$38K - $42.5K
|
21.6K
$2.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
345+ 13.16% |
$37.6K - $42K
|
2.97K
$355K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
336New |
$36.6K - $40.9K
|
336
$40.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
336+ 0.59% |
$36.6K - $40.9K
|
56.9K
$6.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
323+ 6.26% |
$35.2K - $39.3K
|
5.49K
$657K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
295+ 3.27% |
$32.1K - $35.9K
|
9.3K
$1.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
292+ 2.74% |
$31.8K - $35.5K
|
11K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
287+ 2.35% |
$31.3K - $34.9K
|
12.5K
$1.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
284+ 1.01% |
$30.9K - $34.5K
|
28.3K
$3.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
281+ 4.59% |
$30.6K - $34.2K
|
6.4K
$767K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
275+ 2.06% |
$30K - $33.5K
|
13.6K
$1.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
275+ 7.29% |
$30K - $33.5K
|
4.05K
$485K
|
|
|
Oct 30, 2025
Q3 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
273+ 1.61% |
$29.7K - $33.2K
|
17.3K
$2.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
264+ 10.81% |
$28.8K - $32.1K
|
2.71K
$324K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
261+ 1.32% |
$28.4K - $31.8K
|
20K
$2.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
260+ 14.23% |
$28.3K - $31.6K
|
2.09K
$250K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
257+ 12.81% |
$28K - $31.3K
|
2.26K
$271K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
254+ 2.54% |
$27.7K - $30.9K
|
10.3K
$1.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
250+ 2.15% |
$27.2K - $30.4K
|
11.9K
$1.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
242+ 17.63% |
$26.4K - $29.4K
|
1.62K
$193K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
240+ 6.27% |
$26.2K - $29.2K
|
4.07K
$487K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
232+ 4.01% |
$25.3K - $28.2K
|
6.02K
$720K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
226+ 5.93% |
$24.6K - $27.5K
|
4.03K
$483K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
220+ 2.31% |
$24K - $26.8K
|
9.73K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
218+ 4.12% |
$23.8K - $26.5K
|
5.52K
$660K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
217+ 1.82% |
$23.6K - $26.4K
|
12.2K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
206+ 8.56% |
$22.4K - $25.1K
|
2.61K
$313K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
200New |
$21.8K - $24.3K
|
200
$24K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
197+ 0.13% |
$21.5K - $24K
|
147K
$17.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
184+ 0.62% |
$20.1K - $22.4K
|
30.1K
$3.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
183+ 4.89% |
$19.9K - $22.3K
|
3.92K
$470K
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
177+ 0.03% |
$19.3K - $21.5K
|
581K
$69.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
175+ 30.38% |
$19.1K - $21.3K
|
751
$89.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
159+ 2.33% |
$17.3K - $19.3K
|
6.99K
$837K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
149+ 30.98% |
$16.2K - $18.1K
|
630
$75.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
143+ 4.43% |
$15.6K - $17.4K
|
3.37K
$404K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
133+ 7.15% |
$14.5K - $16.2K
|
1.99K
$239K
|