Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
78.3KNew |
$9.26M - $9.89M
|
78.3K
$9.48M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
78.1K+ 784.76% |
$9.24M - $9.86M
|
88K
$10.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
76K+ 1855.62% |
$8.99M - $9.59M
|
80.1K
$9.69M
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
66K+ 824.17% |
$7.81M - $8.33M
|
74K
$8.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
61.9K+ 76.35% |
$7.32M - $7.82M
|
143K
$17.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
56.5K+ 1.58% |
$6.68M - $7.14M
|
3.63M
$440M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
36K+ 270.86% |
$4.26M - $4.55M
|
49.3K
$5.97M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
30.9KNew |
$3.65M - $3.9M
|
30.9K
$3.74M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
26.8K+ 9.47% |
$3.17M - $3.39M
|
310K
$37.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
25.6KNew |
$3.02M - $3.23M
|
25.6K
$3.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
25.1K+ 7.67% |
$2.97M - $3.17M
|
353K
$42.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
23.4K+ 61.17% |
$2.77M - $2.96M
|
61.7K
$7.47M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
21.5KNew |
$2.55M - $2.72M
|
21.5K
$2.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.8K+ 5.69% |
$1.51M - $1.61M
|
237K
$28.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
10.4K+ 97.04% |
$1.23M - $1.32M
|
21.2K
$2.56M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.99K+ 26.26% |
$1.18M - $1.26M
|
48K
$5.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7.61K+ 5.68% |
$900K - $960K
|
141K
$17.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
7.4K+ 40.86% |
$875K - $934K
|
25.5K
$3.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.93K+ 12.9% |
$820K - $875K
|
60.7K
$7.34M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.13K+ 6.21% |
$725K - $774K
|
105K
$12.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
5.63K+ 106.65% |
$666K - $711K
|
10.9K
$1.32M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
5.39K+ 26.35% |
$638K - $681K
|
25.9K
$3.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.24K+ 3.4% |
$620K - $662K
|
160K
$19.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
4.88K+ 2.43% |
$577K - $616K
|
205K
$24.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4.67KNew |
$552K - $590K
|
4.67K
$565K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.62K+ 23.34% |
$546K - $583K
|
24.4K
$2.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
4.49K+ 7.78% |
$531K - $567K
|
62.2K
$7.52M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.45K+ 12.06% |
$527K - $562K
|
41.4K
$5.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesis Financial Group, LLC
Paramus, NJ |
BUY
|
- |
3.6KNew |
$426K - $454K
|
3.6K
$436K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.58K+ 1.76% |
$424K - $453K
|
207K
$25.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.12K+ 5.46% |
$369K - $394K
|
60.3K
$7.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.08K+ 1.71% |
$364K - $388K
|
183K
$22.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.01K+ 2.76% |
$356K - $380K
|
112K
$13.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.97KNew |
$351K - $375K
|
2.97K
$359K
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.83K+ 5.11% |
$335K - $357K
|
58.2K
$7.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.72KNew |
$322K - $343K
|
2.72K
$329K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.7K+ 25.34% |
$319K - $341K
|
13.4K
$1.62M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.67KNew |
$316K - $338K
|
2.67K
$324K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.35K+ 6.47% |
$278K - $296K
|
38.6K
$4.67M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.33K+ 5.82% |
$276K - $295K
|
42.4K
$5.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.24KNew |
$265K - $283K
|
2.24K
$271K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.16K+ 23.96% |
$255K - $272K
|
11.2K
$1.35M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.13K+ 5.97% |
$252K - $269K
|
37.9K
$4.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.06K+ 20.39% |
$243K - $260K
|
12.1K
$1.47M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
2.05K+ 4.32% |
$242K - $258K
|
49.4K
$5.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.02K+ 2.49% |
$238K - $254K
|
82.9K
$10M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
2K+ 4.71% |
$237K - $253K
|
44.6K
$5.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.97K+ 1.68% |
$233K - $249K
|
119K
$14.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.84K+ 3.4% |
$218K - $233K
|
56K
$6.78M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.81KNew |
$214K - $228K
|
1.81K
$219K
|
|