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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
505+ 1.69% |
$46.7K - $53.9K
|
30.4K
$3.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
500+ 1.66% |
$46.2K - $53.3K
|
30.7K
$3.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
495+ 300.0% |
$45.8K - $52.8K
|
660
$79K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
495+ 9.14% |
$45.8K - $52.8K
|
5.91K
$708K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
493+ 0.58% |
$45.6K - $52.6K
|
85.1K
$10.2M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
492New |
$45.5K - $52.5K
|
492
$58.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
487+ 0.75% |
$45K - $52K
|
65.5K
$7.84M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
485+ 0.49% |
$44.8K - $51.7K
|
98.6K
$11.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
476+ 4.65% |
$44K - $50.8K
|
10.7K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
474+ 1.68% |
$43.8K - $50.6K
|
28.7K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
467+ 52.83% |
$43.2K - $49.8K
|
1.35K
$162K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
466+ 6.39% |
$43.1K - $49.7K
|
7.76K
$929K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
463New |
$42.8K - $49.4K
|
463
$55.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
452New |
$41.8K - $48.2K
|
452
$54.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
442+ 4.25% |
$40.9K - $47.2K
|
10.9K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
435+ 1.61% |
$40.2K - $46.4K
|
27.4K
$3.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
434+ 6.89% |
$40.1K - $46.3K
|
6.73K
$806K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
430+ 45.65% |
$39.8K - $45.9K
|
1.37K
$164K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
426+ 2.85% |
$39.4K - $45.4K
|
15.4K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
424+ 19.51% |
$39.2K - $45.2K
|
2.6K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
422+ 2.62% |
$39K - $45K
|
16.5K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
420+ 21.65% |
$38.8K - $44.8K
|
2.36K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
417+ 17.83% |
$38.6K - $44.5K
|
2.76K
$330K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
415+ 3.79% |
$38.4K - $44.3K
|
11.4K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
408+ 0.08% |
$37.7K - $43.5K
|
523K
$62.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
407+ 0.1% |
$37.6K - $43.4K
|
393K
$47.1M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
407+ 20.08% |
$37.6K - $43.4K
|
2.43K
$291K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
406+ 0.88% |
$37.5K - $43.3K
|
46.7K
$5.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
404+ 9.21% |
$37.3K - $43.1K
|
4.79K
$574K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
403+ 18.58% |
$37.3K - $43K
|
2.57K
$308K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
401+ 2.57% |
$37.1K - $42.8K
|
16K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
391New |
$36.1K - $41.7K
|
391
$46.8K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
387+ 12.56% |
$35.8K - $41.3K
|
3.47K
$415K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
385+ 0.58% |
$35.6K - $41.1K
|
66.6K
$7.97M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
384+ 3.67% |
$35.5K - $41K
|
10.8K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
382+ 8.89% |
$35.3K - $40.8K
|
4.68K
$560K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
378+ 13.31% |
$34.9K - $40.3K
|
3.22K
$385K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
369+ 329.46% |
$34.1K - $39.4K
|
481
$57.6K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
353New |
$32.6K - $37.7K
|
353
$42.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
350New |
$32.4K - $37.3K
|
350
$41.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
335+ 5.37% |
$31K - $35.7K
|
6.58K
$788K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
331+ 2.77% |
$30.6K - $35.3K
|
12.3K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
322+ 4.32% |
$29.8K - $34.4K
|
7.78K
$931K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
312+ 2.08% |
$28.8K - $33.3K
|
15.3K
$1.84M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
309+ 8.08% |
$28.6K - $33K
|
4.13K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
304+ 1.67% |
$28.1K - $32.4K
|
18.5K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
300+ 11.9% |
$27.7K - $32K
|
2.82K
$338K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
299+ 3.43% |
$27.6K - $31.9K
|
9.01K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
290New |
$26.8K - $30.9K
|
290
$34.7K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
290New |
$26.8K - $30.9K
|
290
$34.7K
|