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 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-446- 0.42% |
$41.2K - $47.6K
|
106K
$12.6M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-458- 2.45% |
$42.3K - $48.9K
|
18.2K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-458- 4.3% |
$42.3K - $48.9K
|
10.2K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-466- 9.1% |
$43.1K - $49.7K
|
4.66K
$558K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-468- 9.03% |
$43.3K - $49.9K
|
4.72K
$565K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-475- 0.31% |
$43.9K - $50.7K
|
155K
$18.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-480- 0.95% |
$44.4K - $51.2K
|
50.2K
$6.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-480- 14.67% |
$44.4K - $51.2K
|
2.79K
$334K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-481- 2.53% |
$44.5K - $51.3K
|
18.5K
$2.22M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-482- 0.67% |
$44.6K - $51.4K
|
71.7K
$8.59M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-494- 6.78% |
$45.7K - $52.7K
|
6.79K
$814K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-495- 4.26% |
$45.8K - $52.8K
|
11.1K
$1.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-498- 47.75% |
$46K - $53.1K
|
545
$65.3K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-500- 4.87% |
$46.2K - $53.3K
|
9.76K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-500- 16.63% |
$46.2K - $53.3K
|
2.51K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-501- 0.67% |
$46.3K - $53.5K
|
74.6K
$8.93M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-506- 1.78% |
$46.8K - $54K
|
27.9K
$3.35M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-518- 99.81% |
$47.9K - $55.3K
|
1
$120
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-524- 4.26% |
$48.4K - $55.9K
|
11.8K
$1.41M
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-528- 17.2% |
$48.8K - $56.3K
|
2.54K
$304K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-530- 4.23% |
$49K - $56.5K
|
12K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-531- 14.81% |
$49.1K - $56.7K
|
3.06K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-531- 14.84% |
$49.1K - $56.7K
|
3.05K
$365K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-540- 17.76% |
$49.9K - $57.6K
|
2.5K
$299K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-548- 2.56% |
$50.7K - $58.5K
|
20.9K
$2.5M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-549- 1.02% |
$50.8K - $58.6K
|
53.2K
$6.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-550- 12.07% |
$50.8K - $58.7K
|
4.01K
$480K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-552- 1.33% |
$51K - $58.9K
|
40.9K
$4.9M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-553- 11.05% |
$51.1K - $59K
|
4.45K
$533K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-563- 8.72% |
$52K - $60.1K
|
5.89K
$706K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-567- 15.25% |
$52.4K - $60.5K
|
3.15K
$377K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-571- 2.87% |
$52.8K - $60.9K
|
19.3K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-575- 7.82% |
$53.2K - $61.3K
|
6.78K
$811K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-581- 3.15% |
$53.7K - $62K
|
17.8K
$2.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-583- 1.29% |
$53.9K - $62.2K
|
44.4K
$5.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-585- 2.73% |
$54.1K - $62.4K
|
20.9K
$2.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-586- 1.33% |
$54.2K - $62.5K
|
43.6K
$5.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-590- 8.06% |
$54.5K - $62.9K
|
6.73K
$806K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-598- 2.58% |
$55.3K - $63.8K
|
22.6K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-600- 14.96% |
$55.5K - $64K
|
3.41K
$409K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-600- 12.23% |
$55.5K - $64K
|
4.31K
$516K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-620- 11.0% |
$57.3K - $66.1K
|
5.02K
$601K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-621- 0.59% |
$57.4K - $66.3K
|
104K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-625- 0.87% |
$57.8K - $66.7K
|
71.3K
$8.54M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-627- 0.79% |
$58K - $66.9K
|
78.6K
$9.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-629- 1.86% |
$58.2K - $67.1K
|
33.2K
$3.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-630- 9.8% |
$58.2K - $67.2K
|
5.8K
$695K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-636- 1.75% |
$58.8K - $67.9K
|
35.6K
$4.27M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-639- 3.39% |
$59.1K - $68.2K
|
18.2K
$2.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-645- 2.4% |
$59.6K - $68.8K
|
26.2K
$3.14M
|