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
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
126+ 3.13% |
$11.6K - $13.4K
|
4.15K
$436K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
125+ 6.31% |
$11.6K - $13.3K
|
2.11K
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
120+ 0.11% |
$11.1K - $12.8K
|
108K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
117+ 4.48% |
$10.8K - $12.5K
|
2.73K
$287K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
111+ 0.35% |
$10.3K - $11.8K
|
32.1K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
106+ 3.99% |
$9.8K - $11.3K
|
2.76K
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
105New |
$9.71K - $11.2K
|
105
$11K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
102New |
$9.43K - $10.9K
|
102
$10.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
101+ 1.45% |
$9.34K - $10.8K
|
7.05K
$741K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
100+ 3.86% |
$9.25K - $10.7K
|
2.69K
$283K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
100+ 1.18% |
$9.25K - $10.7K
|
8.58K
$902K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
100+ 4.21% |
$9.25K - $10.7K
|
2.48K
$260K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
98+ 2.79% |
$9.06K - $10.5K
|
3.61K
$379K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
97+ 3.2% |
$8.97K - $10.3K
|
3.13K
$329K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
96+ 0.21% |
$8.88K - $10.2K
|
46.1K
$4.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
96+ 0.25% |
$8.88K - $10.2K
|
37.8K
$3.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
93+ 0.41% |
$8.6K - $9.92K
|
22.6K
$2.38M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
87+ 1.06% |
$8.04K - $9.28K
|
8.32K
$874K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
86+ 0.99% |
$7.95K - $9.18K
|
8.74K
$918K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
85+ 1.73% |
$7.86K - $9.07K
|
4.99K
$525K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
83+ 3.71% |
$7.67K - $8.86K
|
2.32K
$244K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
81+ 0.8% |
$7.49K - $8.64K
|
10.2K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
79+ 0.09% |
$7.3K - $8.43K
|
85.5K
$8.99M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
79+ 0.3% |
$7.3K - $8.43K
|
26.1K
$2.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
77+ 0.76% |
$7.12K - $8.22K
|
10.2K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
75+ 15.63% |
$6.93K - $8K
|
555
$58.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
71+ 0.77% |
$6.56K - $7.57K
|
9.34K
$982K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
68+ 0.5% |
$6.29K - $7.25K
|
13.8K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
66+ 1.57% |
$6.1K - $7.04K
|
4.27K
$449K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
65+ 0.35% |
$6.01K - $6.93K
|
18.5K
$1.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
60+ 2.4% |
$5.55K - $6.4K
|
2.56K
$269K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
59+ 1.35% |
$5.45K - $6.29K
|
4.42K
$464K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
58+ 0.16% |
$5.36K - $6.19K
|
35.4K
$3.72M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
57+ 2.17% |
$5.27K - $6.08K
|
2.68K
$282K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
55New |
$5.08K - $5.87K
|
55
$5.78K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
53+ 0.68% |
$4.9K - $5.65K
|
7.87K
$827K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
53+ 1.66% |
$4.9K - $5.65K
|
3.24K
$341K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
51+ 1.55% |
$4.71K - $5.44K
|
3.33K
$350K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
48+ 0.53% |
$4.44K - $5.12K
|
9.12K
$958K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
48+ 0.18% |
$4.44K - $5.12K
|
26.3K
$2.76M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
48New |
$4.44K - $5.12K
|
48
$5.04K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
47+ 1.59% |
$4.35K - $5.01K
|
3K
$316K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
46+ 4.49% |
$4.25K - $4.91K
|
1.07K
$112K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
45+ 2.78% |
$4.16K - $4.8K
|
1.66K
$175K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
44+ 6.2% |
$4.07K - $4.69K
|
754
$79.2K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
43+ 0.24% |
$3.98K - $4.59K
|
18.2K
$1.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
41+ 1.93% |
$3.79K - $4.37K
|
2.17K
$228K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
41+ 0.27% |
$3.79K - $4.37K
|
15K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
39+ 0.9% |
$3.61K - $4.16K
|
4.39K
$462K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
35+ 1.39% |
$3.24K - $3.73K
|
2.55K
$268K
|