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 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 0.06% |
$763 - $852
|
11K
$1.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.09% |
$654 - $730
|
6.75K
$809K
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
6+ 0.11% |
$654 - $730
|
5.25K
$628K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$654 - $730
|
5.63K
$675K
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6+ 0.04% |
$654 - $730
|
16.4K
$1.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
5+ 0.12% |
$545 - $608
|
4.09K
$489K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5+ 0.12% |
$545 - $608
|
4.09K
$490K
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
5+ 0.11% |
$545 - $608
|
4.73K
$566K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
4+ 0.13% |
$436 - $487
|
3.19K
$382K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4+ 0.12% |
$436 - $487
|
3.47K
$416K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.03% |
$436 - $487
|
14.7K
$1.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
3+ 30.0% |
$327 - $365
|
13
$1.56K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$327 - $365
|
3
$359
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 0.04% |
$327 - $365
|
7.57K
$907K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
3+ 0.15% |
$327 - $365
|
2.05K
$245K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
3+ 0.06% |
$327 - $365
|
5.28K
$632K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3+ 0.01% |
$327 - $365
|
23.2K
$2.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.1% |
$327 - $365
|
2.96K
$355K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3+ 0.09% |
$327 - $365
|
3.18K
$380K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
3+ 0.12% |
$327 - $365
|
2.58K
$309K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3+ 0.02% |
$327 - $365
|
16.5K
$1.98M
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
3+ 0.01% |
$327 - $365
|
50K
$5.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.09% |
$218 - $243
|
2.32K
$278K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$218 - $243
|
2.5K
$299K
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
2+ 0.1% |
$218 - $243
|
2.03K
$244K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
2+ 0.04% |
$218 - $243
|
5.39K
$645K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$109 - $122
|
13.4K
$1.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$109 - $122
|
2.43K
$291K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.17% |
$109 - $122
|
580
$69.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
1+ 0.0% |
$109 - $122
|
20.3K
$2.43M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$109 - $122
|
821
$98.3K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 4.0% |
$109 - $122
|
26
$3.11K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.07% |
$109 - $122
|
1.35K
$161K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$109 - $122
|
4.86K
$582K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$109 - $122
|
15.5K
$1.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$109 - $122
|
2.19K
$262K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$109 - $122
|
2.64K
$316K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.09% |
$109 - $122
|
1.09K
$130K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.04% |
$109 - $122
|
2.28K
$273K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$109 - $122
|
7.91K
$947K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.15% |
$109 - $122
|
682
$81.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1- 0.01% |
$109 - $122
|
10.1K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1- 0.03% |
$109 - $122
|
3.26K
$391K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1- 0.02% |
$109 - $122
|
4.5K
$539K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-2- 0.02% |
$218 - $243
|
10.2K
$1.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-3- 0.01% |
$327 - $365
|
33K
$3.95M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-3- 0.06% |
$327 - $365
|
5.17K
$620K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.1% |
$327 - $365
|
2.9K
$347K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-7- 0.14% |
$763 - $852
|
4.99K
$597K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-9- 0.03% |
$981 - $1.09K
|
34K
$4.07M
|