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 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
148New |
$13.7K - $15.8K
|
148
$17.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
148+ 2.31% |
$13.7K - $15.8K
|
6.55K
$784K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
148+ 1.16% |
$13.7K - $15.8K
|
12.9K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
145+ 3.51% |
$13.4K - $15.5K
|
4.28K
$512K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
145+ 11.09% |
$13.4K - $15.5K
|
1.45K
$174K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
144+ 4.05% |
$13.3K - $15.4K
|
3.7K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
138+ 1.75% |
$12.8K - $14.7K
|
8K
$958K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
136+ 3.83% |
$12.6K - $14.5K
|
3.69K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
134+ 5.29% |
$12.4K - $14.3K
|
2.67K
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
133+ 0.81% |
$12.3K - $14.2K
|
16.6K
$1.98M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
127New |
$11.7K - $13.5K
|
127
$15.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
126+ 3.13% |
$11.6K - $13.4K
|
4.15K
$497K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
125+ 6.31% |
$11.6K - $13.3K
|
2.11K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
120+ 0.11% |
$11.1K - $12.8K
|
108K
$12.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
117+ 4.48% |
$10.8K - $12.5K
|
2.73K
$327K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
111+ 0.35% |
$10.3K - $11.8K
|
32.1K
$3.84M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
106+ 3.99% |
$9.8K - $11.3K
|
2.76K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
105New |
$9.71K - $11.2K
|
105
$12.6K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
102New |
$9.43K - $10.9K
|
102
$12.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
101+ 1.45% |
$9.34K - $10.8K
|
7.05K
$844K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
100+ 3.86% |
$9.25K - $10.7K
|
2.69K
$322K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
100+ 1.18% |
$9.25K - $10.7K
|
8.58K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
100+ 4.21% |
$9.25K - $10.7K
|
2.48K
$297K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
98+ 2.79% |
$9.06K - $10.5K
|
3.61K
$432K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
97+ 3.2% |
$8.97K - $10.3K
|
3.13K
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
96+ 0.21% |
$8.88K - $10.2K
|
46.1K
$5.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
96+ 0.25% |
$8.88K - $10.2K
|
37.8K
$4.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
93+ 0.41% |
$8.6K - $9.92K
|
22.6K
$2.71M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
87+ 1.06% |
$8.04K - $9.28K
|
8.32K
$996K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
86+ 0.99% |
$7.95K - $9.18K
|
8.74K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
85+ 1.73% |
$7.86K - $9.07K
|
4.99K
$598K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
83+ 3.71% |
$7.67K - $8.86K
|
2.32K
$278K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
81+ 0.8% |
$7.49K - $8.64K
|
10.2K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
79+ 0.09% |
$7.3K - $8.43K
|
85.5K
$10.2M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
79+ 0.3% |
$7.3K - $8.43K
|
26.1K
$3.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
77+ 0.76% |
$7.12K - $8.22K
|
10.2K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
75+ 15.63% |
$6.93K - $8K
|
555
$66.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
71+ 0.77% |
$6.56K - $7.57K
|
9.34K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
68+ 0.5% |
$6.29K - $7.25K
|
13.8K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
66+ 1.57% |
$6.1K - $7.04K
|
4.27K
$512K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
65+ 0.35% |
$6.01K - $6.93K
|
18.5K
$2.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
60+ 2.4% |
$5.55K - $6.4K
|
2.56K
$307K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
59+ 1.35% |
$5.45K - $6.29K
|
4.42K
$529K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
58+ 0.16% |
$5.36K - $6.19K
|
35.4K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
57+ 2.17% |
$5.27K - $6.08K
|
2.68K
$321K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
55New |
$5.08K - $5.87K
|
55
$6.59K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
53+ 0.68% |
$4.9K - $5.65K
|
7.87K
$942K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
53+ 1.66% |
$4.9K - $5.65K
|
3.24K
$388K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
51+ 1.55% |
$4.71K - $5.44K
|
3.33K
$399K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
48+ 0.53% |
$4.44K - $5.12K
|
9.12K
$1.09M
|