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
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-646- 6.27% |
$59.7K - $68.9K
|
9.66K
$1.16M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-646- 6.27% |
$59.7K - $68.9K
|
9.66K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-650- 40.25% |
$60.1K - $69.3K
|
965
$116K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-650- 1.9% |
$60.1K - $69.3K
|
33.6K
$4.02M
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-656- 8.01% |
$60.6K - $70K
|
7.53K
$902K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-657- 3.72% |
$60.7K - $70.1K
|
17K
$2.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-658- 4.78% |
$60.8K - $70.2K
|
13.1K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-661- 0.57% |
$61.1K - $70.5K
|
116K
$13.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-662- 18.34% |
$61.2K - $70.6K
|
2.95K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-662- 21.62% |
$61.2K - $70.6K
|
2.4K
$287K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-668- 1.22% |
$61.8K - $71.3K
|
54K
$6.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-680- 10.05% |
$62.9K - $72.5K
|
6.09K
$729K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-684- 6.99% |
$63.2K - $73K
|
9.11K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-689- 3.31% |
$63.7K - $73.5K
|
20.1K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-700- 5.38% |
$64.7K - $74.7K
|
12.3K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-701- 0.73% |
$64.8K - $74.8K
|
95.4K
$11.4M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-707- 1.7% |
$65.4K - $75.4K
|
40.8K
$4.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-736- 6.27% |
$68K - $78.5K
|
11K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-738- 0.59% |
$68.2K - $78.7K
|
124K
$14.9M
|
|
|
Oct 16, 2025
Q1 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
SELL
|
- |
-744- 19.16% |
$68.8K - $79.4K
|
3.14K
$376K
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-750- 21.89% |
$69.3K - $80K
|
2.68K
$320K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-750- 21.28% |
$69.3K - $80K
|
2.78K
$332K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-783- 8.96% |
$72.4K - $83.5K
|
7.95K
$952K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-786- 6.93% |
$72.7K - $83.9K
|
10.6K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-786- 2.72% |
$72.7K - $83.9K
|
28.1K
$3.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-795- 0.85% |
$73.5K - $84.8K
|
92.7K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-799- 0.86% |
$73.9K - $85.2K
|
91.9K
$11M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-800- 4.47% |
$74K - $85.4K
|
17.1K
$2.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-800- 5.96% |
$74K - $85.4K
|
12.6K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-840- 0.38% |
$77.7K - $89.6K
|
220K
$26.3M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-843- 17.74% |
$77.9K - $89.9K
|
3.91K
$468K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-850- 2.26% |
$78.6K - $90.7K
|
36.7K
$4.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-852- 11.21% |
$78.8K - $90.9K
|
6.75K
$808K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-858- 25.88% |
$79.3K - $91.5K
|
2.46K
$294K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-864- 0.57% |
$79.9K - $92.2K
|
152K
$18.2M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-869- 2.7% |
$80.3K - $92.7K
|
31.3K
$3.75M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-878- 0.61% |
$81.2K - $93.7K
|
144K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-885- 7.67% |
$81.8K - $94.4K
|
10.6K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-889- 7.95% |
$82.2K - $94.8K
|
10.3K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-893- 9.87% |
$82.6K - $95.3K
|
8.16K
$977K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-896- 10.28% |
$82.8K - $95.6K
|
7.82K
$937K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-900- 1.1% |
$83.2K - $96K
|
80.8K
$9.68M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-904- 0.2% |
$83.6K - $96.4K
|
450K
$53.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-913- 2.33% |
$84.4K - $97.4K
|
38.3K
$4.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-913- 2.82% |
$84.4K - $97.4K
|
31.5K
$3.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-915- 7.72% |
$84.6K - $97.6K
|
10.9K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-924- 1.29% |
$85.4K - $98.6K
|
71K
$8.5M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-927- 4.33% |
$85.7K - $98.9K
|
20.5K
$2.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-928- 8.44% |
$85.8K - $99K
|
10.1K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-936- 3.73% |
$86.5K - $99.9K
|
24.1K
$2.89M
|