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 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-223- 1.01% |
$20.6K - $23.8K
|
21.9K
$2.62M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-224- 0.41% |
$20.7K - $23.9K
|
55K
$6.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-224- 0.18% |
$20.7K - $23.9K
|
127K
$15.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-226- 0.59% |
$20.9K - $24.1K
|
37.8K
$4.53M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-230- 4.24% |
$21.3K - $24.5K
|
5.19K
$622K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-233- 6.51% |
$21.5K - $24.9K
|
3.34K
$400K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-234- 2.27% |
$21.6K - $25K
|
10.1K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-234- 30.67% |
$21.6K - $25K
|
529
$63.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-236- 0.37% |
$21.8K - $25.2K
|
63K
$7.54M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-238- 1.38% |
$22K - $25.4K
|
17K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-240- 3.29% |
$22.2K - $25.6K
|
7.05K
$845K
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-240- 1.9% |
$22.2K - $25.6K
|
12.4K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-241- 4.81% |
$22.3K - $25.7K
|
4.77K
$571K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-242- 0.1% |
$22.4K - $25.8K
|
238K
$28.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-244- 6.11% |
$22.6K - $26K
|
3.75K
$449K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-246- 1.48% |
$22.7K - $26.2K
|
16.4K
$1.97M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-247- 0.27% |
$22.8K - $26.4K
|
89.6K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-248- 2.58% |
$22.9K - $26.5K
|
9.37K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-250- 6.51% |
$23.1K - $26.7K
|
3.59K
$430K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-253- 2.32% |
$23.4K - $27K
|
10.7K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-255- 7.17% |
$23.6K - $27.2K
|
3.3K
$395K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-256- 5.02% |
$23.7K - $27.3K
|
4.84K
$580K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-258- 36.03% |
$23.9K - $27.5K
|
458
$54.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-262- 0.79% |
$24.2K - $28K
|
32.9K
$3.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-264- 9.48% |
$24.4K - $28.2K
|
2.52K
$302K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-264- 2.14% |
$24.4K - $28.2K
|
12K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-264- 0.78% |
$24.4K - $28.2K
|
33.8K
$4.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-269- 1.91% |
$24.9K - $28.7K
|
13.8K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-269- 12.97% |
$24.9K - $28.7K
|
1.81K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-275- 5.78% |
$25.4K - $29.3K
|
4.49K
$537K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-280- 2.92% |
$25.9K - $29.9K
|
9.32K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-282- 1.47% |
$26.1K - $30.1K
|
18.9K
$2.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-285- 2.48% |
$26.3K - $30.4K
|
11.2K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-294- 2.05% |
$27.2K - $31.4K
|
14.1K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-297- 8.67% |
$27.5K - $31.7K
|
3.13K
$375K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-300- 0.84% |
$27.7K - $32K
|
35.6K
$4.26M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-300- 3.8% |
$27.7K - $32K
|
7.6K
$910K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-300- 1.72% |
$27.7K - $32K
|
17.1K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-304- 11.68% |
$28.1K - $32.4K
|
2.3K
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-307- 4.5% |
$28.4K - $32.8K
|
6.52K
$780K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-310- 6.18% |
$28.7K - $33.1K
|
4.7K
$563K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-311- 1.02% |
$28.8K - $33.2K
|
30.1K
$3.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-312- 0.6% |
$28.8K - $33.3K
|
51.4K
$6.16M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-320- 2.88% |
$29.6K - $34.1K
|
10.8K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-322- 4.44% |
$29.8K - $34.4K
|
6.93K
$830K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-323- 1.92% |
$29.9K - $34.5K
|
16.5K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-327- 4.31% |
$30.2K - $34.9K
|
7.26K
$870K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-337- 1.79% |
$31.2K - $36K
|
18.5K
$2.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-338- 9.23% |
$31.2K - $36.1K
|
3.32K
$398K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-339- 1.43% |
$31.3K - $36.2K
|
23.3K
$2.79M
|