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
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-80- 0.65% |
$8.72K - $9.73K
|
12.2K
$1.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-82- 0.44% |
$8.94K - $9.98K
|
18.4K
$2.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-83- 1.16% |
$9.04K - $10.1K
|
7.06K
$846K
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-85- 6.64% |
$9.26K - $10.3K
|
1.2K
$143K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-85- 0.62% |
$9.26K - $10.3K
|
13.6K
$1.63M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-90- 2.09% |
$9.81K - $10.9K
|
4.22K
$505K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-90- 1.35% |
$9.81K - $10.9K
|
6.6K
$790K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-91- 1.86% |
$9.92K - $11.1K
|
4.81K
$575K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-95- 4.67% |
$10.4K - $11.6K
|
1.94K
$232K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-95- 8.47% |
$10.4K - $11.6K
|
1.03K
$123K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-95- 1.06% |
$10.4K - $11.6K
|
8.88K
$1.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-96- 0.45% |
$10.5K - $11.7K
|
21.4K
$2.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-98- 6.77% |
$10.7K - $11.9K
|
1.35K
$162K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-99- 12.27% |
$10.8K - $12K
|
708
$84.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-99- 2.88% |
$10.8K - $12K
|
3.34K
$400K
|
|
|
Oct 27, 2025
Q3 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-100- 1.94% |
$10.9K - $12.2K
|
5.06K
$606K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-100- 1.19% |
$10.9K - $12.2K
|
8.31K
$995K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-100- 16.0% |
$10.9K - $12.2K
|
525
$62.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-101- 0.57% |
$11K - $12.3K
|
17.6K
$2.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-105- 0.48% |
$11.4K - $12.8K
|
21.7K
$2.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-106- 1.92% |
$11.6K - $12.9K
|
5.41K
$648K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
SELL
|
- |
-107- 4.87% |
$11.7K - $13K
|
2.09K
$250K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-108- 2.59% |
$11.8K - $13.1K
|
4.07K
$487K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-110- 0.6% |
$12K - $13.4K
|
18.2K
$2.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-110- 3.25% |
$12K - $13.4K
|
3.28K
$392K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-112- 2.99% |
$12.2K - $13.6K
|
3.63K
$435K
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-115- 0.45% |
$12.5K - $14K
|
25.3K
$3.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-115- 0.25% |
$12.5K - $14K
|
46.3K
$5.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-117- 1.52% |
$12.7K - $14.2K
|
7.59K
$909K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-117- 0.68% |
$12.7K - $14.2K
|
17K
$2.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-127- 4.45% |
$13.8K - $15.4K
|
2.72K
$326K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-130- 2.08% |
$14.2K - $15.8K
|
6.12K
$733K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-130- 1.54% |
$14.2K - $15.8K
|
8.29K
$992K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-132- 8.92% |
$14.4K - $16.1K
|
1.35K
$161K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-134- 1.1% |
$14.6K - $16.3K
|
12K
$1.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-135- 1.96% |
$14.7K - $16.4K
|
6.77K
$811K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-139- 2.64% |
$15.1K - $16.9K
|
5.12K
$613K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-141- 1.0% |
$15.4K - $17.2K
|
14K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-142- 3.19% |
$15.5K - $17.3K
|
4.31K
$516K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-143- 0.41% |
$15.6K - $17.4K
|
34.6K
$4.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-144- 0.54% |
$15.7K - $17.5K
|
26.3K
$3.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-148- 5.22% |
$16.1K - $18K
|
2.69K
$322K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-153- 3.01% |
$16.7K - $18.6K
|
4.93K
$591K
|
|
|
Oct 28, 2025
Q3 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-153- 1.69% |
$16.7K - $18.6K
|
8.92K
$1.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-153- 2.92% |
$16.7K - $18.6K
|
5.09K
$610K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-156- 1.44% |
$17K - $19K
|
10.7K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-156- 0.52% |
$17K - $19K
|
30.1K
$3.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-157- 5.24% |
$17.1K - $19.1K
|
2.84K
$340K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-158- 2.36% |
$17.2K - $19.2K
|
6.54K
$783K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-162- 3.35% |
$17.7K - $19.7K
|
4.68K
$560K
|