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 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
839+ 0.76% |
$77.6K - $89.5K
|
111K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
821+ 7.68% |
$75.9K - $87.6K
|
11.5K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
797+ 12.57% |
$73.7K - $85K
|
7.14K
$855K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
797+ 46.77% |
$73.7K - $85K
|
2.5K
$300K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
795+ 0.5% |
$73.5K - $84.8K
|
159K
$19M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
792+ 4.69% |
$73.2K - $84.5K
|
17.7K
$2.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
791+ 7.32% |
$73.1K - $84.4K
|
11.6K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
BUY
|
- |
770+ 11.27% |
$71.2K - $82.2K
|
7.6K
$910K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
758+ 14.97% |
$70.1K - $80.9K
|
5.82K
$697K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
742+ 6.92% |
$68.6K - $79.2K
|
11.5K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
722New |
$66.7K - $77K
|
722
$86.5K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
712+ 15.29% |
$65.8K - $76K
|
5.37K
$643K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
709+ 11.37% |
$65.5K - $75.6K
|
6.94K
$831K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
707+ 17.62% |
$65.4K - $75.4K
|
4.72K
$565K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
699+ 6.46% |
$64.6K - $74.6K
|
11.5K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
697+ 2.21% |
$64.4K - $74.4K
|
32.3K
$3.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
694+ 0.96% |
$64.2K - $74K
|
72.6K
$8.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
680+ 0.44% |
$62.9K - $72.5K
|
155K
$18.6M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
677New |
$62.6K - $72.2K
|
677
$81.1K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
673+ 2.87% |
$62.2K - $71.8K
|
24.1K
$2.88M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
665+ 17.49% |
$61.5K - $70.9K
|
4.47K
$535K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
654+ 22.31% |
$60.5K - $69.8K
|
3.59K
$429K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
652+ 7.2% |
$60.3K - $69.6K
|
9.71K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
641+ 5.25% |
$59.3K - $68.4K
|
12.9K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
641+ 4.25% |
$59.3K - $68.4K
|
15.7K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
638New |
$59K - $68.1K
|
638
$76.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
627+ 24.66% |
$58K - $66.9K
|
3.17K
$380K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
625+ 3.56% |
$57.8K - $66.7K
|
18.2K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
611+ 10.83% |
$56.5K - $65.2K
|
6.25K
$749K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
607+ 1.59% |
$56.1K - $64.8K
|
38.8K
$4.65M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
602New |
$55.7K - $64.2K
|
602
$72.1K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
601+ 21.88% |
$55.6K - $64.1K
|
3.35K
$401K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
595+ 6.31% |
$55K - $63.5K
|
10K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
583+ 2.42% |
$53.9K - $62.2K
|
24.6K
$2.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
579+ 0.61% |
$53.5K - $61.8K
|
95.7K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
578+ 4.15% |
$53.4K - $61.7K
|
14.5K
$1.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
573+ 26.88% |
$53K - $61.1K
|
2.71K
$324K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
567+ 4.23% |
$52.4K - $60.5K
|
14K
$1.67M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
564+ 238.98% |
$52.1K - $60.2K
|
800
$95.8K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
562+ 10.6% |
$52K - $60K
|
5.87K
$702K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
554+ 5.39% |
$51.2K - $59.1K
|
10.8K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
551+ 6.65% |
$50.9K - $58.8K
|
8.83K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
550+ 4.51% |
$50.8K - $58.7K
|
12.7K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
543+ 5.6% |
$50.2K - $57.9K
|
10.2K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
539+ 1.33% |
$49.8K - $57.5K
|
41.2K
$4.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
528+ 0.31% |
$48.8K - $56.3K
|
171K
$20.5M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
526+ 12.48% |
$48.6K - $56.1K
|
4.74K
$568K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
518+ 4.81% |
$47.9K - $55.3K
|
11.3K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
511+ 12.72% |
$47.2K - $54.5K
|
4.53K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
511+ 6.38% |
$47.2K - $54.5K
|
8.52K
$1.02M
|