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 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
80.2K+ 28.45% |
$7.41M - $8.55M
|
362K
$38M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
79.7K+ 13.64% |
$7.37M - $8.51M
|
664K
$69.8M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
77.9KNew |
$7.2M - $8.31M
|
77.9K
$8.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
75.8K+ 43.45% |
$7.01M - $8.09M
|
250K
$26.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
75.1K+ 196.12% |
$6.94M - $8.01M
|
113K
$11.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
71K+ 3.08% |
$6.56M - $7.57M
|
2.38M
$250M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
66.8K+ 340.48% |
$6.18M - $7.13M
|
86.4K
$9.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
64.9KNew |
$6M - $6.93M
|
64.9K
$6.83M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
64.8K+ 5.47% |
$5.99M - $6.91M
|
1.25M
$131M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
64.2K+ 40.05% |
$5.93M - $6.84M
|
224K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
62.6K+ 21.69% |
$5.79M - $6.68M
|
351K
$36.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
60.2KNew |
$5.57M - $6.43M
|
60.2K
$6.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
58.8KNew |
$5.44M - $6.28M
|
58.8K
$6.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
58.7K+ 21.93% |
$5.43M - $6.26M
|
326K
$34.3M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
53.9K+ 20.63% |
$4.98M - $5.75M
|
315K
$33.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
53.8K+ 38.48% |
$4.97M - $5.73M
|
193K
$20.3M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
51.8K+ 29.96% |
$4.79M - $5.53M
|
225K
$23.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
51.5KNew |
$4.76M - $5.5M
|
51.5K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
49.9K+ 2382.35% |
$4.62M - $5.33M
|
52K
$5.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
48.5K+ 3.88% |
$4.48M - $5.17M
|
1.3M
$136M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
48.4K+ 3.67% |
$4.47M - $5.16M
|
1.37M
$144M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
47.9K+ 27.32% |
$4.42M - $5.11M
|
223K
$23.4M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
47.2K+ 100.0% |
$4.36M - $5.03M
|
94.3K
$9.91M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
46.9K+ 55.84% |
$4.33M - $5M
|
131K
$13.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
45.5K+ 26.87% |
$4.21M - $4.85M
|
215K
$22.6M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45K+ 7.43% |
$4.16M - $4.8M
|
651K
$68.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
44.5KNew |
$4.12M - $4.75M
|
44.5K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
44.3KNew |
$4.1M - $4.73M
|
44.3K
$4.66M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
43.6K+ 7.48% |
$4.03M - $4.65M
|
626K
$65.8M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
40.8K+ 11.36% |
$3.77M - $4.36M
|
400K
$42M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
40K+ 104.65% |
$3.69M - $4.26M
|
78.1K
$8.21M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
39.2K+ 10.63% |
$3.62M - $4.18M
|
408K
$42.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
37.9K+ 3.19% |
$3.51M - $4.05M
|
1.23M
$129M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
36K+ 9.27% |
$3.33M - $3.84M
|
424K
$44.6M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
35.2KNew |
$3.25M - $3.76M
|
35.2K
$3.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
34.9K+ 23.29% |
$3.22M - $3.72M
|
185K
$19.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
34.6KNew |
$3.2M - $3.69M
|
34.6K
$3.63M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
32.6KNew |
$3.01M - $3.48M
|
32.6K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
32.6K+ 265.73% |
$3.01M - $3.47M
|
44.8K
$4.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
31.2K+ 23.35% |
$2.89M - $3.33M
|
165K
$17.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
30.3K+ 2.9% |
$2.8M - $3.23M
|
1.08M
$113M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.2K+ 6.04% |
$2.79M - $3.22M
|
529K
$55.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
29.5KNew |
$2.72M - $3.14M
|
29.5K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
29.2K+ 18.89% |
$2.7M - $3.12M
|
184K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
26.4KNew |
$2.44M - $2.82M
|
26.4K
$2.78M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
24.2KNew |
$2.24M - $2.58M
|
24.2K
$2.54M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
22.6K+ 50.38% |
$2.09M - $2.41M
|
67.5K
$7.1M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.8K+ 16.85% |
$2.02M - $2.33M
|
151K
$15.9M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
21.7K+ 135.66% |
$2.01M - $2.32M
|
37.8K
$3.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
21.7KNew |
$2M - $2.31M
|
21.7K
$2.28M
|