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 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.72K- 5.47% |
$159K - $183K
|
29.7K
$3.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.73K- 20.27% |
$160K - $185K
|
6.82K
$816K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.73K- 2.94% |
$160K - $185K
|
57.2K
$6.85M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.74K- 2.29% |
$160K - $185K
|
74K
$8.86M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.78K- 27.46% |
$164K - $189K
|
4.69K
$561K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.78K- 73.44% |
$164K - $189K
|
642
$76.9K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1.8K- 1.68% |
$166K - $192K
|
105K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.81K- 5.49% |
$167K - $193K
|
31.1K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.85K- 0.56% |
$171K - $197K
|
330K
$39.6M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.89K- 0.68% |
$174K - $201K
|
276K
$33.1M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1.9K- 45.74% |
$176K - $203K
|
2.26K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-1.96K- 18.46% |
$181K - $209K
|
8.67K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.99K- 7.96% |
$184K - $212K
|
23K
$2.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.05K- 2.74% |
$190K - $219K
|
72.9K
$8.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-2.08K- 8.94% |
$192K - $221K
|
21.1K
$2.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.08K- 4.04% |
$192K - $222K
|
49.4K
$5.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.09K- 30.17% |
$193K - $223K
|
4.84K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.14K- 5.55% |
$198K - $228K
|
36.5K
$4.37M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.21K- 3.16% |
$204K - $236K
|
67.6K
$8.1M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2.21K- 22.99% |
$204K - $236K
|
7.41K
$887K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.22K- 4.87% |
$206K - $237K
|
43.4K
$5.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.23K- 2.03% |
$206K - $238K
|
108K
$12.9M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.27K- 7.7% |
$210K - $242K
|
27.2K
$3.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-2.3K- 42.83% |
$212K - $245K
|
3.07K
$367K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.3K- 39.78% |
$213K - $245K
|
3.48K
$417K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.31K- 11.52% |
$213K - $246K
|
17.7K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.32K- 0.82% |
$214K - $247K
|
281K
$33.7M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.33K- 16.57% |
$215K - $248K
|
11.7K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-2.36K- 3.13% |
$218K - $252K
|
72.9K
$8.74M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-2.37K- 4.65% |
$219K - $253K
|
48.5K
$5.81M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-2.37KClosed |
$219K - $253K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.39K- 7.94% |
$220K - $254K
|
27.7K
$3.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.44K- 1.35% |
$225K - $260K
|
178K
$21.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-2.45K- 1.41% |
$227K - $261K
|
172K
$20.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.54K- 30.73% |
$234K - $270K
|
5.71K
$684K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
SELL
|
- |
-2.57K- 3.04% |
$237K - $274K
|
81.9K
$9.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.57K- 9.18% |
$238K - $274K
|
25.5K
$3.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.59K- 3.22% |
$239K - $276K
|
77.8K
$9.31M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.63K- 6.42% |
$243K - $280K
|
38.3K
$4.59M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.64K- 4.9% |
$244K - $282K
|
51.3K
$6.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.69K- 3.53% |
$249K - $287K
|
73.7K
$8.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.7K- 49.49% |
$249K - $288K
|
2.75K
$329K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.7K- 2.62% |
$250K - $288K
|
100K
$12M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.71K- 6.69% |
$250K - $289K
|
37.8K
$4.52M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.77K- 2.49% |
$256K - $295K
|
108K
$13M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-2.78K- 1.33% |
$257K - $297K
|
206K
$24.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.79K- 9.99% |
$258K - $298K
|
25.1K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.83K- 9.3% |
$262K - $302K
|
27.6K
$3.3M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.84K- 0.56% |
$262K - $302K
|
501K
$60M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-2.84K- 4.3% |
$263K - $303K
|
63.2K
$7.57M
|