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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
2.75MNew |
$300M - $335M
|
2.75M
$333M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.2M+ 70.19% |
$131M - $146M
|
2.91M
$352M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.08M+ 32.79% |
$117M - $131M
|
4.36M
$528M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
956K+ 196.87% |
$104M - $116M
|
1.44M
$174M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
830K+ 4.46% |
$90.4M - $101M
|
19.5M
$2.36B
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
799K+ 104.68% |
$87.1M - $97.2M
|
1.56M
$189M
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
497K+ 14.62% |
$54.2M - $60.5M
|
3.9M
$472M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
336KNew |
$36.6M - $40.9M
|
336K
$40.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
254KNew |
$27.7M - $31M
|
254K
$30.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
221K+ 6.47% |
$24.1M - $26.9M
|
3.64M
$441M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
194K+ 286.85% |
$21.2M - $23.6M
|
262K
$31.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
191K+ 231.73% |
$20.8M - $23.2M
|
273K
$33.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
180K+ 0.4% |
$19.6M - $21.9M
|
45.6M
$5.51B
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
167K+ 19.45% |
$18.2M - $20.3M
|
1.03M
$124M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
165K+ 68.53% |
$17.9M - $20M
|
405K
$49M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
131K+ 5.73% |
$14.2M - $15.9M
|
2.41M
$292M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
130K+ 70.17% |
$14.2M - $15.8M
|
316K
$38.2M
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
128KNew |
$14M - $15.6M
|
128K
$15.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Barings LLC
|
BUY
|
- |
127K+ 51.87% |
$13.8M - $15.4M
|
371K
$44.9M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
122K+ 6.53% |
$13.3M - $14.9M
|
2M
$242M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
120KNew |
$13M - $14.5M
|
120K
$14.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
118K+ 67.43% |
$12.9M - $14.4M
|
294K
$35.6M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
112K+ 8.26% |
$12.2M - $13.6M
|
1.47M
$178M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
111K+ 38.1% |
$12.1M - $13.5M
|
403K
$48.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
100K+ 294.58% |
$10.9M - $12.2M
|
135K
$16.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
94.2K+ 764.58% |
$10.3M - $11.5M
|
107K
$12.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
93.3K+ 56.62% |
$10.2M - $11.3M
|
258K
$31.2M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
92.3K+ 597.24% |
$10.1M - $11.2M
|
108K
$13M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
90K+ 173.42% |
$9.81M - $11M
|
142K
$17.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
88.2K+ 338.05% |
$9.61M - $10.7M
|
114K
$13.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
87.8KNew |
$9.57M - $10.7M
|
87.8K
$10.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
86.9K+ 42.06% |
$9.46M - $10.6M
|
293K
$35.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
79.2KNew |
$8.63M - $9.63M
|
79.2K
$9.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
78.8K+ 3.82% |
$8.59M - $9.59M
|
2.14M
$260M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
76.6K+ 0.87% |
$8.35M - $9.32M
|
8.91M
$1.08B
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
74.6K+ 68.43% |
$8.13M - $9.07M
|
184K
$22.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
70.4KNew |
$7.68M - $8.57M
|
70.4K
$8.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
69.4K+ 287.76% |
$7.56M - $8.44M
|
93.5K
$11.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
68K+ 67.8% |
$7.41M - $8.27M
|
168K
$20.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
62.5K+ 301.68% |
$6.81M - $7.61M
|
83.2K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
60.2K+ 484.88% |
$6.56M - $7.32M
|
72.6K
$8.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
59.4K+ 5.64% |
$6.47M - $7.22M
|
1.11M
$135M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59K+ 3.56% |
$6.43M - $7.18M
|
1.72M
$208M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
58.4K+ 445.14% |
$6.37M - $7.11M
|
71.5K
$8.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
58.2K+ 3.18% |
$6.34M - $7.08M
|
1.89M
$228M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
57.3K+ 538.77% |
$6.24M - $6.97M
|
67.9K
$8.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
56.5K+ 683.22% |
$6.16M - $6.88M
|
64.8K
$7.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
55.6KNew |
$6.05M - $6.76M
|
55.6K
$6.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
54.3K+ 15.66% |
$5.92M - $6.6M
|
401K
$48.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
53.5KNew |
$5.83M - $6.51M
|
53.5K
$6.48M
|
|