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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-750- 21.89% |
$69.3K - $80K
|
2.68K
$281K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-750- 21.28% |
$69.3K - $80K
|
2.78K
$292K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-783- 8.96% |
$72.4K - $83.5K
|
7.95K
$836K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-786- 6.93% |
$72.7K - $83.9K
|
10.6K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-786- 2.72% |
$72.7K - $83.9K
|
28.1K
$2.96M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-795- 0.85% |
$73.5K - $84.8K
|
92.7K
$9.74M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-799- 0.86% |
$73.9K - $85.2K
|
91.9K
$9.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-800- 4.47% |
$74K - $85.4K
|
17.1K
$1.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-800- 5.96% |
$74K - $85.4K
|
12.6K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-840- 0.38% |
$77.7K - $89.6K
|
220K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-843- 17.74% |
$77.9K - $89.9K
|
3.91K
$411K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-850- 2.26% |
$78.6K - $90.7K
|
36.7K
$3.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-852- 11.21% |
$78.8K - $90.9K
|
6.75K
$709K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-858- 25.88% |
$79.3K - $91.5K
|
2.46K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-864- 0.57% |
$79.9K - $92.2K
|
152K
$16M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-869- 2.7% |
$80.3K - $92.7K
|
31.3K
$3.29M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-878- 0.61% |
$81.2K - $93.7K
|
144K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-885- 7.67% |
$81.8K - $94.4K
|
10.6K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-889- 7.95% |
$82.2K - $94.8K
|
10.3K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-893- 9.87% |
$82.6K - $95.3K
|
8.16K
$857K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-896- 10.28% |
$82.8K - $95.6K
|
7.82K
$822K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-900- 1.1% |
$83.2K - $96K
|
80.8K
$8.49M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-904- 0.2% |
$83.6K - $96.4K
|
450K
$47.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-913- 2.33% |
$84.4K - $97.4K
|
38.3K
$4.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-913- 2.82% |
$84.4K - $97.4K
|
31.5K
$3.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-915- 7.72% |
$84.6K - $97.6K
|
10.9K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-924- 1.29% |
$85.4K - $98.6K
|
71K
$7.46M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-927- 4.33% |
$85.7K - $98.9K
|
20.5K
$2.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-928- 8.44% |
$85.8K - $99K
|
10.1K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-936- 3.73% |
$86.5K - $99.9K
|
24.1K
$2.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-938- 4.83% |
$86.7K - $100K
|
18.5K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-959- 0.27% |
$88.7K - $102K
|
360K
$37.9M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-959- 6.94% |
$88.7K - $102K
|
12.9K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-961- 0.88% |
$88.8K - $103K
|
108K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-963- 1.08% |
$89K - $103K
|
88.3K
$9.28M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-983- 4.94% |
$90.9K - $105K
|
18.9K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-983- 6.54% |
$90.9K - $105K
|
14K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-1K- 21.47% |
$92.5K - $107K
|
3.66K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-1K- 28.57% |
$92.5K - $107K
|
2.5K
$263K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1K- 4.75% |
$92.6K - $107K
|
20.1K
$2.11M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.01K- 1.63% |
$93.6K - $108K
|
61.2K
$6.43M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.02K- 11.72% |
$94.3K - $109K
|
7.68K
$807K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.03K- 61.14% |
$94.9K - $109K
|
652
$68.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.04K- 4.9% |
$96.1K - $111K
|
20.2K
$2.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.04K- 0.1% |
$96.2K - $111K
|
1.03M
$108M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.05K- 0.4% |
$96.9K - $112K
|
262K
$27.5M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.08K- 3.07% |
$99.5K - $115K
|
34K
$3.57M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.1K- 2.86% |
$102K - $117K
|
37.3K
$3.92M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-1.11K- 13.52% |
$102K - $118K
|
7.07K
$743K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.14K- 0.69% |
$105K - $121K
|
164K
$17.2M
|