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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
519K+ 9183.0% |
$47.9M - $55.3M
|
524K
$46.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
489K+ 59.07% |
$45.2M - $52.1M
|
1.32M
$116M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
146K+ 732.3% |
$13.5M - $15.6M
|
166K
$14.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
125K+ 3.29% |
$11.6M - $13.4M
|
3.94M
$349M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
91.4K+ 32.96% |
$8.45M - $9.75M
|
369K
$32.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
82.8K+ 39.66% |
$7.65M - $8.83M
|
291K
$25.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
75.1K+ 196.12% |
$6.94M - $8.01M
|
113K
$10M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
71K+ 3.08% |
$6.56M - $7.57M
|
2.38M
$210M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
64.9KNew |
$6M - $6.93M
|
64.9K
$5.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
53.8K+ 38.48% |
$4.97M - $5.73M
|
193K
$17.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
34.6KNew |
$3.2M - $3.69M
|
34.6K
$3.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19.6K+ 11.59% |
$1.81M - $2.09M
|
189K
$16.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
13.5KNew |
$1.25M - $1.45M
|
13.5K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
13.2K+ 59.48% |
$1.22M - $1.41M
|
35.4K
$3.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
12.9KNew |
$1.2M - $1.38M
|
12.9K
$1.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
12.1K+ 45.55% |
$1.12M - $1.29M
|
38.6K
$3.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.2K+ 1.71% |
$941K - $1.09M
|
607K
$53.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10.1K+ 5.87% |
$932K - $1.08M
|
182K
$16.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
8.89K+ 16.73% |
$822K - $948K
|
62K
$5.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8.38KNew |
$775K - $894K
|
8.38K
$741K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
8.37K+ 7.63% |
$774K - $893K
|
118K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.31K+ 9.68% |
$768K - $886K
|
94.1K
$8.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.94K+ 3.59% |
$642K - $741K
|
200K
$17.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
6.88KNew |
$636K - $733K
|
6.88K
$608K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
6.62K+ 5.72% |
$612K - $706K
|
122K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
6.27K+ 3.71% |
$580K - $669K
|
175K
$15.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
6.26K+ 20.73% |
$579K - $668K
|
36.5K
$3.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5.64K+ 90.75% |
$521K - $602K
|
11.9K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.5KNew |
$508K - $587K
|
5.5K
$486K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
5.19K+ 55.24% |
$479K - $553K
|
14.6K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.88K+ 4.33% |
$451K - $520K
|
118K
$10.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.79K+ 62.0% |
$442K - $511K
|
12.5K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4.69K+ 18.95% |
$434K - $501K
|
29.5K
$2.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.4KNew |
$406K - $469K
|
4.4K
$389K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4.09K+ 117.16% |
$378K - $436K
|
7.58K
$671K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.96KNew |
$366K - $422K
|
3.96K
$350K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.64K+ 31.86% |
$336K - $388K
|
15.1K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.48K+ 13.82% |
$322K - $371K
|
28.7K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.11K+ 1.48% |
$288K - $332K
|
214K
$18.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.04K+ 13.05% |
$281K - $325K
|
26.4K
$2.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.02KNew |
$280K - $323K
|
3.02K
$268K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
3K+ 5.6% |
$278K - $320K
|
56.6K
$5.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.99K+ 8.59% |
$277K - $319K
|
37.8K
$3.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.74K+ 35.86% |
$253K - $292K
|
10.4K
$917K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.72K+ 6.05% |
$252K - $291K
|
47.8K
$4.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.58K+ 0.35% |
$238K - $275K
|
747K
$66.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.57K+ 40.61% |
$237K - $274K
|
8.89K
$786K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.54K+ 37.94% |
$234K - $271K
|
9.22K
$816K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.17K+ 108600.0% |
$201K - $232K
|
2.17K
$192K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.16K+ 11.81% |
$200K - $231K
|
20.5K
$1.81M
|