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 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
48+ 0.18% |
$4.44K - $5.12K
|
26.3K
$3.15M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
48New |
$4.44K - $5.12K
|
48
$5.75K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
47+ 1.59% |
$4.35K - $5.01K
|
3K
$360K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
46+ 4.49% |
$4.25K - $4.91K
|
1.07K
$128K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
45+ 2.78% |
$4.16K - $4.8K
|
1.66K
$199K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
44+ 6.2% |
$4.07K - $4.69K
|
754
$90.3K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
44New |
$4.07K - $4.69K
|
44
$5.27K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
43+ 0.24% |
$3.98K - $4.59K
|
18.2K
$2.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
41+ 1.93% |
$3.79K - $4.37K
|
2.17K
$259K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
41+ 0.27% |
$3.79K - $4.37K
|
15K
$1.79M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
39+ 0.9% |
$3.61K - $4.16K
|
4.39K
$526K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
35+ 1.39% |
$3.24K - $3.73K
|
2.55K
$306K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
34+ 1.04% |
$3.14K - $3.63K
|
3.3K
$395K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
34+ 0.88% |
$3.14K - $3.63K
|
3.92K
$469K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
31+ 0.06% |
$2.87K - $3.31K
|
49.2K
$5.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
29+ 0.11% |
$2.68K - $3.09K
|
27.3K
$3.27M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
29+ 1.85% |
$2.68K - $3.09K
|
1.59K
$191K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
28+ 8.54% |
$2.59K - $2.99K
|
356
$42.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
27+ 0.43% |
$2.5K - $2.88K
|
6.32K
$757K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
27+ 0.06% |
$2.5K - $2.88K
|
48.3K
$5.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
27+ 0.01% |
$2.5K - $2.88K
|
240K
$28.7M
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
26+ 0.25% |
$2.4K - $2.77K
|
10.3K
$1.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
25+ 0.42% |
$2.31K - $2.67K
|
5.98K
$716K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
25New |
$2.31K - $2.67K
|
25
$2.99K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.11% |
$2.31K - $2.67K
|
23.8K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
23+ 0.04% |
$2.13K - $2.45K
|
59.7K
$7.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
21+ 0.68% |
$1.94K - $2.24K
|
3.12K
$373K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
20+ 0.62% |
$1.85K - $2.13K
|
3.25K
$389K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
19+ 0.11% |
$1.76K - $2.03K
|
16.7K
$2M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
19+ 0.47% |
$1.76K - $2.03K
|
4.07K
$487K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
18+ 0.11% |
$1.66K - $1.92K
|
17K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
16+ 0.42% |
$1.48K - $1.71K
|
3.81K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
16+ 0.3% |
$1.48K - $1.71K
|
5.28K
$632K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
14+ 0.11% |
$1.29K - $1.49K
|
12.8K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
14+ 0.08% |
$1.29K - $1.49K
|
17.3K
$2.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
13+ 0.4% |
$1.2K - $1.39K
|
3.23K
$387K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
13+ 0.6% |
$1.2K - $1.39K
|
2.17K
$259K
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
12+ 0.19% |
$1.11K - $1.28K
|
6.46K
$774K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
12+ 57.14% |
$1.11K - $1.28K
|
33
$3.95K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
11+ 0.02% |
$1.02K - $1.17K
|
57.5K
$6.89M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 0.03% |
$1.02K - $1.17K
|
34.3K
$4.11M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
11+ 0.07% |
$1.02K - $1.17K
|
15.3K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
10+ 0.06% |
$925 - $1.07K
|
15.8K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.09% |
$740 - $854
|
9.02K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
8+ 0.33% |
$740 - $854
|
2.41K
$288K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
8New |
$740 - $854
|
8
$958
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.11% |
$740 - $854
|
7.15K
$856K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
8+ 0.09% |
$740 - $854
|
9.22K
$1.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7+ 0.07% |
$647 - $747
|
9.56K
$1.15M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.12% |
$555 - $640
|
4.84K
$579K
|