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 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-25- 3.02% |
$2.31K - $2.67K
|
804
$96.3K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-25- 0.85% |
$2.31K - $2.67K
|
2.93K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-25- 0.33% |
$2.31K - $2.67K
|
7.46K
$893K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-25- 1.02% |
$2.31K - $2.67K
|
2.43K
$291K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-26- 0.28% |
$2.4K - $2.77K
|
9.17K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-26- 0.22% |
$2.4K - $2.77K
|
11.8K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-26- 0.66% |
$2.4K - $2.77K
|
3.9K
$467K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-26- 3.01% |
$2.4K - $2.77K
|
838
$100K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-28- 0.29% |
$2.59K - $2.99K
|
9.52K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-28- 0.12% |
$2.59K - $2.99K
|
22.7K
$2.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-29- 0.61% |
$2.68K - $3.09K
|
4.7K
$563K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-29- 0.25% |
$2.68K - $3.09K
|
11.7K
$1.4M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-30- 0.2% |
$2.77K - $3.2K
|
14.7K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-32- 2.05% |
$2.96K - $3.41K
|
1.53K
$183K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-33- 0.32% |
$3.05K - $3.52K
|
10.2K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-34- 1.57% |
$3.14K - $3.63K
|
2.13K
$255K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-35- 0.47% |
$3.24K - $3.73K
|
7.38K
$884K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-36- 2.39% |
$3.33K - $3.84K
|
1.47K
$176K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-36- 1.22% |
$3.33K - $3.84K
|
2.92K
$349K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-36- 0.07% |
$3.33K - $3.84K
|
54.1K
$6.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-40- 0.89% |
$3.7K - $4.27K
|
4.48K
$536K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-41- 0.87% |
$3.79K - $4.37K
|
4.67K
$560K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-45- 2.19% |
$4.16K - $4.8K
|
2.01K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-45- 6.2% |
$4.16K - $4.8K
|
681
$81.6K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-45- 0.33% |
$4.16K - $4.8K
|
13.5K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-45- 2.03% |
$4.16K - $4.8K
|
2.17K
$260K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-46- 2.0% |
$4.25K - $4.91K
|
2.25K
$270K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-46- 0.29% |
$4.25K - $4.91K
|
15.7K
$1.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-46- 0.23% |
$4.25K - $4.91K
|
20K
$2.39M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-46- 1.37% |
$4.25K - $4.91K
|
3.32K
$397K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-46- 0.19% |
$4.25K - $4.91K
|
23.8K
$2.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-47- 0.09% |
$4.35K - $5.01K
|
52.9K
$6.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-48- 0.53% |
$4.44K - $5.12K
|
9.09K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-48- 1.02% |
$4.44K - $5.12K
|
4.64K
$555K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-48- 0.3% |
$4.44K - $5.12K
|
16K
$1.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-49- 0.11% |
$4.53K - $5.23K
|
46.3K
$5.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-49- 0.45% |
$4.53K - $5.23K
|
10.8K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-49- 0.4% |
$4.53K - $5.23K
|
12.1K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-50- 0.23% |
$4.62K - $5.33K
|
21.8K
$2.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-54- 0.8% |
$4.99K - $5.76K
|
6.7K
$802K
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-55- 1.59% |
$5.08K - $5.87K
|
3.4K
$407K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-55- 0.49% |
$5.08K - $5.87K
|
11.3K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-57- 0.22% |
$5.27K - $6.08K
|
25.8K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-59- 1.09% |
$5.45K - $6.29K
|
5.37K
$643K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-60- 0.68% |
$5.55K - $6.4K
|
8.75K
$1.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-61- 2.31% |
$5.64K - $6.51K
|
2.58K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-61- 1.55% |
$5.64K - $6.51K
|
3.88K
$465K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-64- 0.7% |
$5.92K - $6.83K
|
9.06K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-64- 0.96% |
$5.92K - $6.83K
|
6.61K
$792K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-64- 1.16% |
$5.92K - $6.83K
|
5.43K
$651K
|