Purchases and Sales Made in Q4 2025 in Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

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 28, 2026 Q4 2025
Tabr Capital Management, LLC

Orange, CA
BUY
 -
156K
New
$18.5M - $19.7M
156K $18.9M
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
93.2K
+ 31.76%
$11M - $11.8M
387K $46.8M
Jan 15, 2026 Q4 2025
Polaris Investment Advisors, LLC

Framingham, MA
BUY
 -
78.3K
New
$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 20, 2026 Q4 2025
Arvest Investments, Inc.

Rogers, AR
BUY
 -
77K
New
$9.1M - $9.72M
77K $9.31M
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 20, 2026 Q4 2025
Jb Capital LLC

BUY
 -
50.8K
+ 4.22%
$6.01M - $6.41M
1.26M $152M
Jan 20, 2026 Q4 2025
Chatterton & Associates Inc.

Anaheim, CA
BUY
 -
33.1K
New
$3.91M - $4.18M
33.1K $4.01M
Jan 12, 2026 Q4 2025
Archer Investment Management, LLC

Austin, TX
BUY
 -
30.9K
New
$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
 -
25.6K
New
$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 26, 2026 Q4 2025
J.M. Arbour, LLC

Gardiner, ME
BUY
 -
25.1K
New
$2.97M - $3.17M
25.1K $3.04M
Jan 26, 2026 Q4 2025
Xy Planning Network, Inc.

Bozeman, MT
BUY
 -
24.1K
New
$2.86M - $3.05M
24.1K $2.92M
Jan 14, 2026 Q4 2025
Embree Financial Group

Chicago, IL
BUY
 -
23.4K
+ 61.17%
$2.77M - $2.96M
61.7K $7.47M
Jan 26, 2026 Q4 2025
Diversified Management Inc

Milwaukee, WI
BUY
 -
22.6K
New
$2.67M - $2.85M
22.6K $2.73M
Jan 15, 2026 Q4 2025
Cassilly Financial Group LLC

Severna Park, MD
BUY
 -
21.5K
New
$2.55M - $2.72M
21.5K $2.61M
Jan 23, 2026 Q4 2025
Northland Securities, Inc.

Minneapolis, MN
BUY
 -
21.1K
New
$2.5M - $2.67M
21.1K $2.56M
Jan 26, 2026 Q4 2025
West Wealth Group, LLC

BUY
 -
18.5K
+ 4.39%
$2.19M - $2.34M
440K $53.2M
Jan 28, 2026 Q4 2025
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
17.5K
+ 71.97%
$2.08M - $2.22M
41.9K $5.07M
Jan 26, 2026 Q4 2025
Ae Wealth Management LLC

BUY
 -
17.3K
+ 2.49%
$2.04M - $2.18M
711K $86M
Jan 27, 2026 Q4 2025
Wealth Enhancement Trust Services, Inc.

Sioux Falls, SD
BUY
 -
16.6K
New
$1.97M - $2.1M
16.6K $2.01M
Jan 27, 2026 Q4 2025
Planned Solutions, Inc.

BUY
 -
15.1K
+ 13.4%
$1.79M - $1.91M
128K $15.5M
Jan 20, 2026 Q4 2025
Financial & Tax Architects, LLC

St Louis, MO
BUY
 -
14.9K
+ 122.94%
$1.76M - $1.88M
27K $3.27M
Jan 15, 2026 Q4 2025
Brookstone Capital Management

BUY
 -
12.8K
+ 5.69%
$1.51M - $1.61M
237K $28.7M
Jan 26, 2026 Q4 2025
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
12.7K
+ 246.16%
$1.5M - $1.6M
17.9K $2.16M
Jan 20, 2026 Q4 2025
Flp Wealth Management, LLC

Bentonville, AR
BUY
 -
11.2K
+ 233.28%
$1.33M - $1.42M
16K $1.94M
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 20, 2026 Q4 2025
Stratos Wealth Partners, Ltd.

BUY
 -
10.4K
+ 2.57%
$1.23M - $1.31M
413K $50M
Jan 08, 2026 Q4 2025
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
9.99K
+ 26.26%
$1.18M - $1.26M
48K $5.82M
Jan 27, 2026 Q4 2025
Breachway Investments LLC

Charlestown, RI
BUY
 -
9.12K
New
$1.08M - $1.15M
9.12K $1.1M
Jan 20, 2026 Q4 2025
Ascent Group, LLC

BUY
 -
8.68K
+ 1.25%
$1.03M - $1.1M
702K $85M
Jan 27, 2026 Q4 2025
Pfg Advisors

BUY
 -
8.46K
+ 23.23%
$1M - $1.07M
44.9K $5.43M
Jan 23, 2026 Q4 2025
Lansing Street Advisors

BUY
 -
7.85K
+ 5.82%
$928K - $991K
143K $17.3M
Jan 14, 2026 Q4 2025
Cypress Wealth Services, LLC

BUY
 -
7.61K
+ 5.68%
$900K - $960K
141K $17.1M
Jan 26, 2026 Q4 2025
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
7.55K
+ 8.69%
$893K - $954K
94.5K $11.4M
Jan 07, 2026 Q4 2025
Capital Advantage, Inc.

BUY
 -
7.4K
+ 40.86%
$875K - $934K
25.5K $3.09M
Jan 23, 2026 Q4 2025
Assetmark, Inc

BUY
 -
7.15K
+ 5.35%
$845K - $903K
141K $17M
Jan 15, 2026 Q4 2025
Btc Capital Management, Inc.

BUY
 -
6.93K
+ 12.9%
$820K - $875K
60.7K $7.34M
Jan 26, 2026 Q4 2025
Patriot Financial Group Insurance Agency, LLC

BUY
 -
6.58K
+ 12.97%
$778K - $831K
57.3K $6.93M
Jan 28, 2026 Q4 2025
Aureum Wealth Management, LLC

North Palm Beach, FL
BUY
 -
6.48K
New
$767K - $819K
6.48K $785K
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
Asl Financial, LLC

Los Gatos, CA
BUY
 -
5.71K
New
$675K - $721K
5.71K $691K
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 26, 2026 Q4 2025
Whittier Trust CO

BUY
 -
5.27K
+ 29.24%
$623K - $665K
23.3K $2.82M

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