Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.35M+ 5.14% |
$217M - $251M
|
48.1M
$5.05B
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
1.81M+ 4023.57% |
$168M - $193M
|
1.86M
$195M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.13M+ 489.57% |
$105M - $121M
|
1.36M
$143M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
989K+ 5.51% |
$91.4M - $106M
|
18.9M
$1.99B
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
747K+ 192.5% |
$69.1M - $79.7M
|
1.14M
$119M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
710KNew |
$65.6M - $75.7M
|
710K
$74.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
659K+ 8744.78% |
$60.9M - $70.3M
|
666K
$70M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
653K+ 16.98% |
$60.3M - $69.6M
|
4.5M
$473M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
624K+ 341.55% |
$57.6M - $66.5M
|
806K
$84.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
519K+ 9183.0% |
$47.9M - $55.3M
|
524K
$55.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
489K+ 59.07% |
$45.2M - $52.1M
|
1.32M
$138M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
364K+ 1083.41% |
$33.7M - $38.9M
|
398K
$41.8M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
333K+ 184.34% |
$30.8M - $35.5M
|
513K
$53.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
309K+ 0.95% |
$28.6M - $33M
|
32.9M
$3.46B
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
283K+ 9.33% |
$26.2M - $30.2M
|
3.32M
$349M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
280K+ 4.4% |
$25.9M - $29.9M
|
6.64M
$698M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
273K+ 1.47% |
$25.2M - $29.1M
|
18.8M
$1.98B
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
253K+ 7.89% |
$23.4M - $27M
|
3.47M
$364M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
252K+ 3909.64% |
$23.3M - $26.9M
|
259K
$27.2M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
241K+ 89.37% |
$22.2M - $25.7M
|
510K
$53.6M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
226K+ 25.74% |
$20.9M - $24.1M
|
1.1M
$116M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
204KNew |
$18.9M - $21.8M
|
204K
$21.5M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
192K+ 253.38% |
$17.7M - $20.5M
|
268K
$28.1M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
179KNew |
$16.6M - $19.1M
|
179K
$18.8M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
172K+ 11.91% |
$15.9M - $18.4M
|
1.62M
$170M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
166KNew |
$15.3M - $17.7M
|
166K
$17.4M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
165K+ 93.1% |
$15.3M - $17.7M
|
343K
$36.1M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
164K+ 214.17% |
$15.2M - $17.5M
|
241K
$25.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
153K+ 14.88% |
$14.1M - $16.3M
|
1.18M
$124M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
150K+ 273.1% |
$13.8M - $16M
|
204K
$21.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
149K+ 8.02% |
$13.8M - $15.9M
|
2.01M
$211M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
147K+ 4.35% |
$13.6M - $15.7M
|
3.53M
$371M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
146K+ 732.3% |
$13.5M - $15.6M
|
166K
$17.4M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
138KNew |
$12.8M - $14.7M
|
138K
$14.5M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
136K+ 58.68% |
$12.6M - $14.6M
|
369K
$38.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
134K+ 1832.15% |
$12.4M - $14.3M
|
141K
$14.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
126K+ 74.33% |
$11.7M - $13.5M
|
296K
$31.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
125K+ 3.29% |
$11.6M - $13.4M
|
3.94M
$414M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
115K+ 1.65% |
$10.6M - $12.3M
|
7.09M
$745M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
109K+ 71.62% |
$10.1M - $11.6M
|
261K
$27.5M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
102K+ 74.85% |
$9.42M - $10.9M
|
238K
$25M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
92.5K+ 4.89% |
$8.55M - $9.87M
|
1.98M
$208M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
91.4K+ 32.96% |
$8.45M - $9.75M
|
369K
$38.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
91KNew |
$8.41M - $9.7M
|
91K
$9.56M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
88.2K+ 58.27% |
$8.16M - $9.41M
|
240K
$25.2M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
85.8K+ 11.93% |
$7.93M - $9.15M
|
805K
$84.6M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
85.3K+ 2.73% |
$7.89M - $9.1M
|
3.21M
$338M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
84.5K+ 9.37% |
$7.82M - $9.02M
|
987K
$104M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
82.8K+ 39.66% |
$7.65M - $8.83M
|
291K
$30.6M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
82.2K+ 14.26% |
$7.6M - $8.77M
|
659K
$69.2M
|