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 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-938- 4.83% |
$86.7K - $100K
|
18.5K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-959- 0.27% |
$88.7K - $102K
|
360K
$43.1M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-959- 6.94% |
$88.7K - $102K
|
12.9K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-961- 0.88% |
$88.8K - $103K
|
108K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-963- 1.08% |
$89K - $103K
|
88.3K
$10.6M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-983- 4.94% |
$90.9K - $105K
|
18.9K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-983- 6.54% |
$90.9K - $105K
|
14K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-1K- 21.47% |
$92.5K - $107K
|
3.66K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-1K- 28.57% |
$92.5K - $107K
|
2.5K
$299K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1K- 4.75% |
$92.6K - $107K
|
20.1K
$2.4M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.01K- 1.63% |
$93.6K - $108K
|
61.2K
$7.33M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.02K- 11.72% |
$94.3K - $109K
|
7.68K
$920K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.03K- 61.14% |
$94.9K - $109K
|
652
$78.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.04K- 4.9% |
$96.1K - $111K
|
20.2K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.04K- 0.1% |
$96.2K - $111K
|
1.03M
$123M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.05K- 0.4% |
$96.9K - $112K
|
262K
$31.4M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.08K- 3.07% |
$99.5K - $115K
|
34K
$4.07M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.1K- 2.86% |
$102K - $117K
|
37.3K
$4.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-1.11K- 13.52% |
$102K - $118K
|
7.07K
$846K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.14K- 0.69% |
$105K - $121K
|
164K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-1.18K- 19.81% |
$109K - $126K
|
4.78K
$573K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-1.2K- 28.89% |
$111K - $128K
|
2.94K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.2K- 0.46% |
$111K - $128K
|
262K
$31.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.2K- 3.18% |
$111K - $128K
|
36.6K
$4.38M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.2K- 19.26% |
$111K - $128K
|
5.04K
$603K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.2K- 8.86% |
$111K - $128K
|
12.4K
$1.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.21K- 1.63% |
$112K - $129K
|
73K
$8.74M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.22K- 6.99% |
$113K - $131K
|
16.3K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.26K- 2.69% |
$116K - $134K
|
45.6K
$5.46M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.29K- 11.44% |
$119K - $138K
|
9.98K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.36K- 4.22% |
$126K - $145K
|
30.8K
$3.69M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.37K- 12.97% |
$127K - $146K
|
9.18K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.38K- 6.8% |
$127K - $147K
|
18.8K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.38K- 14.21% |
$127K - $147K
|
8.32K
$997K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.42K- 15.6% |
$131K - $152K
|
7.69K
$921K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.43K- 6.36% |
$132K - $153K
|
21.1K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.45K- 2.19% |
$134K - $154K
|
64.6K
$7.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.45K- 11.26% |
$134K - $155K
|
11.5K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.48K- 4.83% |
$137K - $158K
|
29.1K
$3.49M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.53K- 4.77% |
$141K - $163K
|
30.5K
$3.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.54K- 10.51% |
$142K - $164K
|
13.1K
$1.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.55K- 16.64% |
$143K - $165K
|
7.77K
$930K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.55K- 2.49% |
$143K - $165K
|
60.6K
$7.26M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.55K- 2.86% |
$144K - $166K
|
52.8K
$6.33M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-1.62K- 1.07% |
$149K - $172K
|
149K
$17.9M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.62K- 2.47% |
$150K - $173K
|
63.9K
$7.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.64K- 9.79% |
$151K - $175K
|
15.1K
$1.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.7K- 7.95% |
$157K - $181K
|
19.7K
$2.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.7K- 57.86% |
$157K - $181K
|
1.24K
$148K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.71K- 20.31% |
$158K - $183K
|
6.73K
$805K
|