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 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-125- 3.16% |
$11.6K - $13.3K
|
3.83K
$459K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-125- 0.34% |
$11.6K - $13.3K
|
36.7K
$4.39M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-125- 2.67% |
$11.6K - $13.3K
|
4.56K
$547K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-128- 1.85% |
$11.8K - $13.7K
|
6.81K
$815K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-130- 0.17% |
$12K - $13.9K
|
77.6K
$9.3M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-134- 0.93% |
$12.4K - $14.3K
|
14.3K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-135- 3.9% |
$12.5K - $14.4K
|
3.33K
$399K
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-136- 0.27% |
$12.6K - $14.5K
|
50.8K
$6.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-136- 1.75% |
$12.6K - $14.5K
|
7.64K
$914K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-137- 0.99% |
$12.7K - $14.6K
|
13.7K
$1.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-141- 0.82% |
$13K - $15K
|
17.2K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-141- 5.62% |
$13K - $15K
|
2.37K
$284K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-142- 3.94% |
$13.1K - $15.1K
|
3.46K
$415K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-150- 2.78% |
$13.9K - $16K
|
5.25K
$629K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-154- 3.43% |
$14.2K - $16.4K
|
4.34K
$520K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-157- 5.08% |
$14.5K - $16.8K
|
2.93K
$351K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-159- 0.64% |
$14.7K - $17K
|
24.5K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-162- 0.57% |
$15K - $17.3K
|
28.4K
$3.4M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-164- 1.26% |
$15.2K - $17.5K
|
12.8K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-164- 1.31% |
$15.2K - $17.5K
|
12.3K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-165- 0.63% |
$15.3K - $17.6K
|
26K
$3.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-169- 2.25% |
$15.6K - $18K
|
7.35K
$880K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-171- 0.37% |
$15.8K - $18.2K
|
46K
$5.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-174- 2.6% |
$16.1K - $18.6K
|
6.53K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-174- 0.6% |
$16.1K - $18.6K
|
28.8K
$3.44M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-174- 0.82% |
$16.1K - $18.6K
|
21.1K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-176- 1.32% |
$16.3K - $18.8K
|
13.1K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-181- 76.37% |
$16.7K - $19.3K
|
56
$6.71K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-190- 1.39% |
$17.6K - $20.3K
|
13.5K
$1.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-191- 4.81% |
$17.7K - $20.4K
|
3.78K
$453K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-196- 3.86% |
$18.1K - $20.9K
|
4.89K
$585K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-196- 8.43% |
$18.1K - $20.9K
|
2.13K
$255K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-197- 5.74% |
$18.2K - $21K
|
3.24K
$388K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-199- 2.46% |
$18.4K - $21.2K
|
7.9K
$947K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 0.39% |
$18.5K - $21.3K
|
50.6K
$6.07M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-200- 5.0% |
$18.5K - $21.3K
|
3.8K
$455K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-200- 5.98% |
$18.5K - $21.3K
|
3.14K
$376K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-200- 2.49% |
$18.5K - $21.3K
|
7.82K
$936K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-205- 2.42% |
$19K - $21.9K
|
8.27K
$991K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-205- 3.26% |
$19K - $21.9K
|
6.09K
$729K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-206- 1.04% |
$19K - $22K
|
19.5K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-208- 0.98% |
$19.2K - $22.2K
|
20.9K
$2.5M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-209- 1.61% |
$19.3K - $22.3K
|
12.8K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-213- 0.41% |
$19.7K - $22.7K
|
52.2K
$6.25M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-214- 5.72% |
$19.8K - $22.8K
|
3.52K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-215- 3.3% |
$19.9K - $22.9K
|
6.3K
$754K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-216- 0.63% |
$20K - $23K
|
33.8K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-216- 5.76% |
$20K - $23K
|
3.54K
$423K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-220- 31.84% |
$20.3K - $23.5K
|
471
$56.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-220- 1.16% |
$20.3K - $23.5K
|
18.7K
$2.24M
|