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 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
289+ 0.52% |
$26.7K - $30.8K
|
56.3K
$6.74M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
289+ 6.33% |
$26.7K - $30.8K
|
4.85K
$581K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
288+ 10.1% |
$26.6K - $30.7K
|
3.14K
$376K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
285+ 1.95% |
$26.3K - $30.4K
|
14.9K
$1.78M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
284New |
$26.3K - $30.3K
|
284
$34K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
282+ 30.75% |
$26.1K - $30.1K
|
1.2K
$144K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
280+ 71.79% |
$25.9K - $29.9K
|
670
$80.2K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
280+ 4.16% |
$25.9K - $29.9K
|
7.01K
$839K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
278+ 11.12% |
$25.7K - $29.7K
|
2.78K
$333K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
276+ 3.55% |
$25.5K - $29.4K
|
8.06K
$965K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
273+ 1.63% |
$25.2K - $29.1K
|
17.1K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
272+ 10.21% |
$25.1K - $29K
|
2.94K
$352K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
260+ 1.69% |
$24K - $27.7K
|
15.7K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
256+ 3.48% |
$23.7K - $27.3K
|
7.62K
$913K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
256+ 0.69% |
$23.7K - $27.3K
|
37.2K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
255+ 3.87% |
$23.6K - $27.2K
|
6.84K
$819K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
254+ 0.27% |
$23.5K - $27.1K
|
94.5K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
252+ 0.5% |
$23.3K - $26.9K
|
51.1K
$6.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
249+ 6.54% |
$23K - $26.6K
|
4.06K
$486K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
246+ 10.89% |
$22.7K - $26.2K
|
2.5K
$300K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
242+ 5.17% |
$22.4K - $25.8K
|
4.92K
$590K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
233+ 0.19% |
$21.5K - $24.9K
|
124K
$14.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
232+ 1.67% |
$21.4K - $24.8K
|
14.1K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
229+ 5.27% |
$21.2K - $24.4K
|
4.57K
$548K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
224+ 4.98% |
$20.7K - $23.9K
|
4.72K
$566K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
219+ 1.47% |
$20.2K - $23.4K
|
15.1K
$1.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
217+ 1.54% |
$20.1K - $23.2K
|
14.3K
$1.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
211+ 2.09% |
$19.5K - $22.5K
|
10.3K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
211+ 2.07% |
$19.5K - $22.5K
|
10.4K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
211+ 1.78% |
$19.5K - $22.5K
|
12K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
205+ 0.06% |
$19K - $21.9K
|
337K
$40.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
204+ 3.91% |
$18.9K - $21.8K
|
5.43K
$650K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
202+ 1.96% |
$18.7K - $21.6K
|
10.5K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
202+ 0.5% |
$18.7K - $21.6K
|
40.4K
$4.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
192+ 0.72% |
$17.8K - $20.5K
|
26.7K
$3.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
188+ 0.58% |
$17.4K - $20.1K
|
32.3K
$3.87M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
186+ 1.67% |
$17.2K - $19.8K
|
11.3K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
180+ 8.04% |
$16.6K - $19.2K
|
2.42K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
175+ 10.8% |
$16.2K - $18.7K
|
1.8K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
173+ 0.76% |
$16K - $18.5K
|
22.8K
$2.73M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
169+ 0.82% |
$15.6K - $18K
|
20.7K
$2.48M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
169New |
$15.6K - $18K
|
169
$20.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
164+ 0.36% |
$15.2K - $17.5K
|
45.1K
$5.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
161+ 5.18% |
$14.9K - $17.2K
|
3.27K
$391K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
158+ 2.45% |
$14.6K - $16.9K
|
6.61K
$792K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
156+ 7.12% |
$14.4K - $16.6K
|
2.35K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
156+ 5.66% |
$14.4K - $16.6K
|
2.91K
$349K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
155+ 2.42% |
$14.3K - $16.5K
|
6.56K
$786K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
155+ 0.5% |
$14.3K - $16.5K
|
31.1K
$3.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
153+ 0.5% |
$14.1K - $16.3K
|
31K
$3.71M
|