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 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
34+ 1.04% |
$3.14K - $3.63K
|
3.3K
$347K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
34+ 0.88% |
$3.14K - $3.63K
|
3.92K
$412K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
31+ 0.06% |
$2.87K - $3.31K
|
49.2K
$5.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
29+ 0.11% |
$2.68K - $3.09K
|
27.3K
$2.87M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
29+ 1.85% |
$2.68K - $3.09K
|
1.59K
$168K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
28+ 8.54% |
$2.59K - $2.99K
|
356
$37.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
27+ 0.43% |
$2.5K - $2.88K
|
6.32K
$665K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
27+ 0.06% |
$2.5K - $2.88K
|
48.3K
$5.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
27+ 0.01% |
$2.5K - $2.88K
|
240K
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
26+ 0.25% |
$2.4K - $2.77K
|
10.3K
$1.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
25+ 0.42% |
$2.31K - $2.67K
|
5.98K
$629K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
25New |
$2.31K - $2.67K
|
25
$2.63K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.11% |
$2.31K - $2.67K
|
23.8K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
23+ 0.04% |
$2.13K - $2.45K
|
59.7K
$6.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
21+ 0.68% |
$1.94K - $2.24K
|
3.12K
$327K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
20+ 0.62% |
$1.85K - $2.13K
|
3.25K
$341K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
19+ 0.11% |
$1.76K - $2.03K
|
16.7K
$1.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
19+ 0.47% |
$1.76K - $2.03K
|
4.07K
$428K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
18+ 0.11% |
$1.66K - $1.92K
|
17K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
16+ 0.42% |
$1.48K - $1.71K
|
3.81K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
16+ 0.3% |
$1.48K - $1.71K
|
5.28K
$555K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
14+ 0.11% |
$1.29K - $1.49K
|
12.8K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
14+ 0.08% |
$1.29K - $1.49K
|
17.3K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
13+ 0.4% |
$1.2K - $1.39K
|
3.23K
$340K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
13+ 0.6% |
$1.2K - $1.39K
|
2.17K
$228K
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
12+ 0.19% |
$1.11K - $1.28K
|
6.46K
$679K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
12+ 57.14% |
$1.11K - $1.28K
|
33
$3.47K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
11+ 0.02% |
$1.02K - $1.17K
|
57.5K
$6.05M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 0.03% |
$1.02K - $1.17K
|
34.3K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
11+ 0.07% |
$1.02K - $1.17K
|
15.3K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
10+ 0.06% |
$925 - $1.07K
|
15.8K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.09% |
$740 - $854
|
9.02K
$948K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
8+ 0.33% |
$740 - $854
|
2.41K
$253K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
8New |
$740 - $854
|
8
$841
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.11% |
$740 - $854
|
7.15K
$751K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
8+ 0.09% |
$740 - $854
|
9.22K
$969K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7+ 0.07% |
$647 - $747
|
9.56K
$1M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.12% |
$555 - $640
|
4.84K
$508K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$555 - $640
|
5.62K
$591K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6+ 0.08% |
$555 - $640
|
7.21K
$757K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6+ 0.1% |
$555 - $640
|
5.91K
$621K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.09% |
$555 - $640
|
6.74K
$709K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
6+ 0.11% |
$555 - $640
|
5.23K
$550K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6+ 0.05% |
$555 - $640
|
12.4K
$1.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
5+ 0.12% |
$462 - $533
|
4.08K
$428K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
5+ 0.02% |
$462 - $533
|
25.9K
$2.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
5+ 0.04% |
$462 - $533
|
11.6K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5+ 0.11% |
$462 - $533
|
4.44K
$467K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
5+ 0.12% |
$462 - $533
|
4.23K
$444K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5+ 0.19% |
$462 - $533
|
2.68K
$281K
|