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 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-339- 0.31% |
$31.3K - $36.2K
|
108K
$12.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-342- 0.55% |
$31.6K - $36.5K
|
62.2K
$7.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-342- 0.29% |
$31.6K - $36.5K
|
117K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-342- 5.37% |
$31.6K - $36.5K
|
6.02K
$721K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-344- 2.05% |
$31.8K - $36.7K
|
16.4K
$1.97M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-350- 4.62% |
$32.4K - $37.3K
|
7.23K
$866K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-350- 0.92% |
$32.4K - $37.3K
|
37.5K
$4.49M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-352- 14.04% |
$32.5K - $37.6K
|
2.16K
$258K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-353- 4.77% |
$32.6K - $37.7K
|
7.05K
$845K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-356- 6.71% |
$32.9K - $38K
|
4.95K
$593K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-360- 1.01% |
$33.3K - $38.4K
|
35.3K
$4.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-361- 0.71% |
$33.4K - $38.5K
|
50.7K
$6.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-361- 4.36% |
$33.4K - $38.5K
|
7.91K
$947K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-361- 0.93% |
$33.4K - $38.5K
|
38.4K
$4.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-364- 2.86% |
$33.7K - $38.8K
|
12.4K
$1.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-365- 10.53% |
$33.7K - $38.9K
|
3.1K
$371K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-367- 3.83% |
$33.9K - $39.2K
|
9.22K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-369- 1.49% |
$34.1K - $39.4K
|
24.3K
$2.92M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-370- 15.24% |
$34.2K - $39.5K
|
2.06K
$246K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-376- 5.31% |
$34.8K - $40.1K
|
6.71K
$804K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-379- 5.2% |
$35K - $40.4K
|
6.91K
$828K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-382- 24.1% |
$35.3K - $40.8K
|
1.2K
$144K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-382- 0.81% |
$35.3K - $40.8K
|
46.8K
$5.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-384- 13.32% |
$35.5K - $41K
|
2.5K
$299K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-386- 9.14% |
$35.7K - $41.2K
|
3.84K
$459K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-387- 27.29% |
$35.8K - $41.3K
|
1.03K
$123K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-387- 0.75% |
$35.8K - $41.3K
|
51.2K
$6.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-388- 1.89% |
$35.9K - $41.4K
|
20.1K
$2.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-390- 1.91% |
$36.1K - $41.6K
|
20K
$2.4M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-396- 9.57% |
$36.6K - $42.2K
|
3.74K
$448K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-399- 4.22% |
$36.9K - $42.6K
|
9.06K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-399- 4.34% |
$36.9K - $42.6K
|
8.79K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-400- 4.29% |
$37K - $42.7K
|
8.92K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-400- 3.44% |
$37K - $42.7K
|
11.2K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-400- 23.64% |
$37K - $42.7K
|
1.29K
$155K
|
|
|
May 13, 2025
Q1 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-400- 2.78% |
$37K - $42.7K
|
14K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-400- 0.24% |
$37K - $42.7K
|
170K
$20.3M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-401- 1.63% |
$37.1K - $42.8K
|
24.3K
$2.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-403- 2.59% |
$37.3K - $43K
|
15.2K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-412- 1.02% |
$38.1K - $44K
|
40.2K
$4.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-414- 7.41% |
$38.3K - $44.2K
|
5.18K
$620K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-415- 5.67% |
$38.4K - $44.3K
|
6.9K
$827K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-415- 1.03% |
$38.4K - $44.3K
|
39.8K
$4.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-416- 58.35% |
$38.5K - $44.4K
|
297
$35.6K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-416- 1.48% |
$38.5K - $44.4K
|
27.6K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-417- 0.34% |
$38.6K - $44.5K
|
122K
$14.6M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-426- 7.08% |
$39.4K - $45.4K
|
5.59K
$670K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-434- 0.2% |
$40.1K - $46.3K
|
219K
$26.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-435- 11.22% |
$40.2K - $46.4K
|
3.44K
$412K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-440- 2.32% |
$40.7K - $46.9K
|
18.5K
$2.22M
|