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 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.13K+ 6.83% |
$196K - $227K
|
33.2K
$2.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.74K+ 3.71% |
$160K - $185K
|
48.6K
$4.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.69K+ 67.74% |
$156K - $180K
|
4.18K
$369K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
1.58K+ 17.59% |
$146K - $169K
|
10.6K
$937K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.51K+ 4.99% |
$140K - $161K
|
31.8K
$2.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.5K+ 167.98% |
$138K - $160K
|
2.39K
$211K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.41K+ 19.78% |
$130K - $150K
|
8.54K
$755K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.39K+ 7.03% |
$129K - $149K
|
21.2K
$1.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.36K+ 21.65% |
$126K - $145K
|
7.65K
$676K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.21K+ 3.53% |
$112K - $130K
|
35.6K
$3.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.2K+ 21.26% |
$111K - $128K
|
6.84K
$605K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.19K+ 9.01% |
$110K - $127K
|
14.4K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.16K+ 2.57% |
$107K - $124K
|
46.3K
$4.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.1K+ 14.37% |
$102K - $118K
|
8.78K
$777K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.05K+ 2.83% |
$97.1K - $112K
|
38.2K
$3.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.03K+ 31.66% |
$95.1K - $110K
|
4.28K
$379K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
950+ 11.88% |
$87.8K - $101K
|
8.95K
$792K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
909+ 1.22% |
$84K - $97K
|
75.4K
$6.67M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
907+ 64.83% |
$83.9K - $96.8K
|
2.31K
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
889+ 1.77% |
$82.2K - $94.8K
|
51K
$4.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
881+ 1.18% |
$81.4K - $94K
|
75.6K
$6.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
878+ 27.9% |
$81.2K - $93.7K
|
4.03K
$356K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
865New |
$80K - $92.3K
|
865
$76.5K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
854New |
$79K - $91.1K
|
854
$75.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
839+ 0.76% |
$77.6K - $89.5K
|
111K
$9.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
795+ 0.5% |
$73.5K - $84.8K
|
159K
$14M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
791+ 7.32% |
$73.1K - $84.4K
|
11.6K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
742+ 6.92% |
$68.6K - $79.2K
|
11.5K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
709+ 11.37% |
$65.5K - $75.6K
|
6.94K
$614K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
707+ 17.62% |
$65.4K - $75.4K
|
4.72K
$418K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
694+ 0.96% |
$64.2K - $74K
|
72.6K
$6.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
680+ 0.44% |
$62.9K - $72.5K
|
155K
$13.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
665+ 17.49% |
$61.5K - $70.9K
|
4.47K
$395K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
579+ 0.61% |
$53.5K - $61.8K
|
95.7K
$8.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
573+ 26.88% |
$53K - $61.1K
|
2.71K
$239K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
528+ 0.31% |
$48.8K - $56.3K
|
171K
$15.1M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
526+ 12.48% |
$48.6K - $56.1K
|
4.74K
$419K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
495+ 300.0% |
$45.8K - $52.8K
|
660
$58.4K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
492New |
$45.5K - $52.5K
|
492
$43.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
442+ 4.25% |
$40.9K - $47.2K
|
10.9K
$960K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
430+ 45.65% |
$39.8K - $45.9K
|
1.37K
$121K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
417+ 17.83% |
$38.6K - $44.5K
|
2.76K
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
408+ 0.08% |
$37.7K - $43.5K
|
523K
$46.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
385+ 0.58% |
$35.6K - $41.1K
|
66.6K
$5.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
382+ 8.89% |
$35.3K - $40.8K
|
4.68K
$414K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
378+ 13.31% |
$34.9K - $40.3K
|
3.22K
$285K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
350New |
$32.4K - $37.3K
|
350
$31K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
335+ 5.37% |
$31K - $35.7K
|
6.58K
$582K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
288+ 10.1% |
$26.6K - $30.7K
|
3.14K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
285+ 1.95% |
$26.3K - $30.4K
|
14.9K
$1.32M
|