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 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
131+ 2.49% |
$14.3K - $15.9K
|
5.4K
$646K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
126+ 11.14% |
$13.7K - $15.3K
|
1.26K
$151K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
122+ 0.11% |
$13.3K - $14.8K
|
108K
$13M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
122+ 10.5% |
$13.3K - $14.8K
|
1.28K
$154K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
122New |
$13.3K - $14.8K
|
122
$14.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
102+ 3.94% |
$11.1K - $12.4K
|
2.69K
$322K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
100+ 1.0% |
$10.9K - $12.2K
|
10.1K
$1.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
95+ 0.66% |
$10.4K - $11.6K
|
14.4K
$1.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
95+ 1.87% |
$10.4K - $11.6K
|
5.17K
$619K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
93+ 1.59% |
$10.1K - $11.3K
|
5.95K
$713K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
92+ 1.02% |
$10K - $11.2K
|
9.09K
$1.09M
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
90+ 0.56% |
$9.81K - $10.9K
|
16.2K
$1.94M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
88+ 1.89% |
$9.59K - $10.7K
|
4.75K
$568K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
86+ 11.36% |
$9.37K - $10.5K
|
843
$101K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
83+ 3.45% |
$9.04K - $10.1K
|
2.49K
$298K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
82New |
$8.94K - $9.98K
|
82
$9.82K
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
80+ 2.04% |
$8.72K - $9.73K
|
3.99K
$478K
|
|
|
Oct 29, 2025
Q3 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
76+ 1.05% |
$8.28K - $9.25K
|
7.29K
$873K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
76+ 0.81% |
$8.28K - $9.25K
|
9.5K
$1.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
73+ 0.44% |
$7.95K - $8.88K
|
16.6K
$1.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
73New |
$7.95K - $8.88K
|
73
$8.74K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
71+ 1.41% |
$7.74K - $8.64K
|
5.11K
$612K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
68+ 0.64% |
$7.41K - $8.27K
|
10.7K
$1.28M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
64+ 3.36% |
$6.97K - $7.79K
|
1.97K
$236K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
63New |
$6.87K - $7.66K
|
63
$7.54K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
62+ 0.6% |
$6.76K - $7.54K
|
10.5K
$1.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
60+ 0.58% |
$6.54K - $7.3K
|
10.4K
$1.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
60+ 0.29% |
$6.54K - $7.3K
|
20.4K
$2.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
59+ 0.62% |
$6.43K - $7.18K
|
9.65K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
53+ 0.07% |
$5.78K - $6.45K
|
80.5K
$9.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
50+ 2.42% |
$5.45K - $6.08K
|
2.12K
$254K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
42+ 1.78% |
$4.58K - $5.11K
|
2.4K
$288K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
40+ 0.51% |
$4.36K - $4.87K
|
7.91K
$947K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
35+ 1.67% |
$3.81K - $4.26K
|
2.13K
$255K
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
30+ 0.08% |
$3.27K - $3.65K
|
36.5K
$4.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
29+ 0.39% |
$3.16K - $3.53K
|
7.44K
$890K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
27+ 1.33% |
$2.94K - $3.28K
|
2.06K
$246K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
25+ 0.09% |
$2.72K - $3.04K
|
28.8K
$3.45M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
25+ 6.28% |
$2.72K - $3.04K
|
423
$50.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
16+ 0.31% |
$1.74K - $1.95K
|
5.21K
$624K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
14+ 0.2% |
$1.53K - $1.7K
|
7.04K
$843K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
14+ 0.45% |
$1.53K - $1.7K
|
3.13K
$375K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
14+ 0.14% |
$1.53K - $1.7K
|
9.7K
$1.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
12+ 0.06% |
$1.31K - $1.46K
|
18.5K
$2.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
11+ 0.08% |
$1.2K - $1.34K
|
14K
$1.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10+ 0.03% |
$1.09K - $1.22K
|
32.4K
$3.88M
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
10+ 0.12% |
$1.09K - $1.22K
|
8.48K
$1.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
9+ 0.37% |
$981 - $1.09K
|
2.42K
$290K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8+ 0.13% |
$872 - $973
|
6.24K
$748K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
8+ 0.09% |
$872 - $973
|
9.03K
$1.08M
|