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 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-518- 99.81% |
$47.9K - $55.3K
|
1
$105
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-524- 4.26% |
$48.4K - $55.9K
|
11.8K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-530- 4.23% |
$49K - $56.5K
|
12K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-531- 14.81% |
$49.1K - $56.7K
|
3.06K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-531- 14.84% |
$49.1K - $56.7K
|
3.05K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-540- 17.76% |
$49.9K - $57.6K
|
2.5K
$263K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-548- 2.56% |
$50.7K - $58.5K
|
20.9K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-549- 1.02% |
$50.8K - $58.6K
|
53.2K
$5.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-550- 12.07% |
$50.8K - $58.7K
|
4.01K
$421K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-552- 1.33% |
$51K - $58.9K
|
40.9K
$4.3M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-553- 11.05% |
$51.1K - $59K
|
4.45K
$468K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-563- 8.72% |
$52K - $60.1K
|
5.89K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-567- 15.25% |
$52.4K - $60.5K
|
3.15K
$331K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-571- 2.87% |
$52.8K - $60.9K
|
19.3K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-575- 7.82% |
$53.2K - $61.3K
|
6.78K
$712K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-581- 3.15% |
$53.7K - $62K
|
17.8K
$1.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-583- 1.29% |
$53.9K - $62.2K
|
44.4K
$4.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-585- 2.73% |
$54.1K - $62.4K
|
20.9K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-586- 1.33% |
$54.2K - $62.5K
|
43.6K
$4.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-590- 8.06% |
$54.5K - $62.9K
|
6.73K
$708K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-598- 2.58% |
$55.3K - $63.8K
|
22.6K
$2.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-600- 14.96% |
$55.5K - $64K
|
3.41K
$358K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-600- 12.23% |
$55.5K - $64K
|
4.31K
$452K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-620- 11.0% |
$57.3K - $66.1K
|
5.02K
$527K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-621- 0.59% |
$57.4K - $66.3K
|
104K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-625- 0.87% |
$57.8K - $66.7K
|
71.3K
$7.49M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-627- 0.79% |
$58K - $66.9K
|
78.6K
$8.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-629- 1.86% |
$58.2K - $67.1K
|
33.2K
$3.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-630- 9.8% |
$58.2K - $67.2K
|
5.8K
$610K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-636- 1.75% |
$58.8K - $67.9K
|
35.6K
$3.74M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-639- 3.39% |
$59.1K - $68.2K
|
18.2K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-645- 2.4% |
$59.6K - $68.8K
|
26.2K
$2.75M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-646- 6.27% |
$59.7K - $68.9K
|
9.66K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-650- 40.25% |
$60.1K - $69.3K
|
965
$101K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-650- 1.9% |
$60.1K - $69.3K
|
33.6K
$3.53M
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-656- 8.01% |
$60.6K - $70K
|
7.53K
$792K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-657- 3.72% |
$60.7K - $70.1K
|
17K
$1.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-658- 4.78% |
$60.8K - $70.2K
|
13.1K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-661- 0.57% |
$61.1K - $70.5K
|
116K
$12.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-662- 18.34% |
$61.2K - $70.6K
|
2.95K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-662- 21.62% |
$61.2K - $70.6K
|
2.4K
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-668- 1.22% |
$61.8K - $71.3K
|
54K
$5.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-680- 10.05% |
$62.9K - $72.5K
|
6.09K
$640K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-684- 6.99% |
$63.2K - $73K
|
9.11K
$957K
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-689- 3.31% |
$63.7K - $73.5K
|
20.1K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-700- 5.38% |
$64.7K - $74.7K
|
12.3K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-701- 0.73% |
$64.8K - $74.8K
|
95.4K
$10M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-707- 1.7% |
$65.4K - $75.4K
|
40.8K
$4.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-736- 6.27% |
$68K - $78.5K
|
11K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-738- 0.59% |
$68.2K - $78.7K
|
124K
$13.1M
|