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 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-1.18K- 19.81% |
$109K - $126K
|
4.78K
$503K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-1.2K- 28.89% |
$111K - $128K
|
2.94K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.2K- 0.46% |
$111K - $128K
|
262K
$27.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.2K- 3.18% |
$111K - $128K
|
36.6K
$3.84M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.2K- 19.26% |
$111K - $128K
|
5.04K
$529K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.2K- 8.86% |
$111K - $128K
|
12.4K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.21K- 1.63% |
$112K - $129K
|
73K
$7.67M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.22K- 6.99% |
$113K - $131K
|
16.3K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.26K- 2.69% |
$116K - $134K
|
45.6K
$4.79M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.29K- 11.44% |
$119K - $138K
|
9.98K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.36K- 4.22% |
$126K - $145K
|
30.8K
$3.24M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.37K- 12.97% |
$127K - $146K
|
9.18K
$965K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.38K- 6.8% |
$127K - $147K
|
18.8K
$1.98M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.38K- 14.21% |
$127K - $147K
|
8.32K
$875K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.42K- 15.6% |
$131K - $152K
|
7.69K
$808K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.43K- 6.36% |
$132K - $153K
|
21.1K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.45K- 2.19% |
$134K - $154K
|
64.6K
$6.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.45K- 11.26% |
$134K - $155K
|
11.5K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.48K- 4.83% |
$137K - $158K
|
29.1K
$3.06M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.53K- 4.77% |
$141K - $163K
|
30.5K
$3.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.54K- 10.51% |
$142K - $164K
|
13.1K
$1.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.55K- 16.64% |
$143K - $165K
|
7.77K
$817K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.55K- 2.49% |
$143K - $165K
|
60.6K
$6.37M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.55K- 2.86% |
$144K - $166K
|
52.8K
$5.55M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-1.62K- 1.07% |
$149K - $172K
|
149K
$15.7M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.62K- 2.47% |
$150K - $173K
|
63.9K
$6.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.64K- 9.79% |
$151K - $175K
|
15.1K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.7K- 7.95% |
$157K - $181K
|
19.7K
$2.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.7K- 57.86% |
$157K - $181K
|
1.24K
$130K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.71K- 20.31% |
$158K - $183K
|
6.73K
$707K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.72K- 5.47% |
$159K - $183K
|
29.7K
$3.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.73K- 20.27% |
$160K - $185K
|
6.82K
$716K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.73K- 2.94% |
$160K - $185K
|
57.2K
$6.01M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.74K- 2.29% |
$160K - $185K
|
74K
$7.78M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.78K- 27.46% |
$164K - $189K
|
4.69K
$493K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.78K- 73.44% |
$164K - $189K
|
642
$67.5K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1.8K- 1.68% |
$166K - $192K
|
105K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.81K- 5.49% |
$167K - $193K
|
31.1K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.85K- 0.56% |
$171K - $197K
|
330K
$34.7M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.89K- 0.68% |
$174K - $201K
|
276K
$29M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1.9K- 45.74% |
$176K - $203K
|
2.26K
$237K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-1.96K- 18.46% |
$181K - $209K
|
8.67K
$911K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.99K- 7.96% |
$184K - $212K
|
23K
$2.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.05K- 2.74% |
$190K - $219K
|
72.9K
$7.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-2.08K- 8.94% |
$192K - $221K
|
21.1K
$2.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.08K- 4.04% |
$192K - $222K
|
49.4K
$5.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.09K- 30.17% |
$193K - $223K
|
4.84K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.14K- 5.55% |
$198K - $228K
|
36.5K
$3.83M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.21K- 3.16% |
$204K - $236K
|
67.6K
$7.11M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2.21K- 22.99% |
$204K - $236K
|
7.41K
$779K
|