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 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.86K- 52.88% |
$264K - $305K
|
2.55K
$305K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.9K- 0.05% |
$268K - $309K
|
5.37M
$644M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-3K- 46.13% |
$278K - $320K
|
3.51K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.03K- 4.59% |
$280K - $323K
|
62.9K
$7.54M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.07K- 1.59% |
$284K - $327K
|
190K
$22.8M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.07K- 13.06% |
$284K - $327K
|
20.4K
$2.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-3.07K- 8.81% |
$284K - $328K
|
31.8K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-3.08K- 17.15% |
$284K - $328K
|
14.9K
$1.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-3.1K- 17.62% |
$286K - $331K
|
14.5K
$1.73M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-3.14K- 29.28% |
$290K - $334K
|
7.57K
$907K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-3.17K- 0.93% |
$293K - $339K
|
338K
$40.5M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.23K- 9.52% |
$299K - $345K
|
30.7K
$3.68M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-3.26K- 3.21% |
$302K - $348K
|
98.4K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-3.27K- 1.94% |
$302K - $348K
|
165K
$19.8M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-3.3K- 1.39% |
$305K - $352K
|
234K
$28M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3.35K- 50.58% |
$310K - $358K
|
3.28K
$392K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.37K- 1.15% |
$311K - $359K
|
288K
$34.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-3.38K- 5.85% |
$313K - $361K
|
54.4K
$6.52M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.53K- 3.72% |
$326K - $376K
|
91.3K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-3.55K- 53.52% |
$328K - $379K
|
3.09K
$369K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-3.58K- 12.39% |
$331K - $382K
|
25.3K
$3.03M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-3.75K- 1.88% |
$347K - $400K
|
196K
$23.4M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.75K- 6.38% |
$347K - $400K
|
55K
$6.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.79K- 1.78% |
$351K - $405K
|
209K
$25.1M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.81K- 3.41% |
$352K - $406K
|
108K
$12.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.82K- 23.49% |
$353K - $408K
|
12.4K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.82K- 38.0% |
$353K - $408K
|
6.24K
$747K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.85K- 14.01% |
$356K - $411K
|
23.6K
$2.83M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-3.87K- 3.65% |
$358K - $413K
|
102K
$12.2M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.9K- 2.32% |
$361K - $417K
|
165K
$19.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-3.91K- 10.46% |
$361K - $417K
|
33.5K
$4.01M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-3.92K- 8.92% |
$362K - $418K
|
40K
$4.79M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-4.03K- 65.3% |
$373K - $430K
|
2.14K
$257K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.04K- 0.16% |
$374K - $431K
|
2.48M
$297M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-4.09K- 9.64% |
$378K - $436K
|
38.3K
$4.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-4.1K- 5.57% |
$379K - $437K
|
69.6K
$8.33M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-4.17K- 14.96% |
$385K - $444K
|
23.7K
$2.84M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.18K- 1.62% |
$387K - $446K
|
254K
$30.4M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.22K- 0.43% |
$390K - $450K
|
985K
$118M
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-4.25K- 7.86% |
$393K - $453K
|
49.8K
$5.97M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.34K- 13.64% |
$401K - $463K
|
27.5K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.37K- 33.14% |
$404K - $466K
|
8.81K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-4.37K- 3.65% |
$404K - $466K
|
115K
$13.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.4K- 16.56% |
$407K - $469K
|
22.2K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-4.57K- 8.27% |
$422K - $487K
|
50.7K
$6.07M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.62K- 54.3% |
$427K - $493K
|
3.89K
$466K
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-4.66K- 1.62% |
$431K - $498K
|
283K
$33.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-4.75K- 1.3% |
$439K - $506K
|
359K
$43M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-4.81K- 40.34% |
$444K - $513K
|
7.11K
$851K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-4.84K- 3.91% |
$447K - $516K
|
119K
$14.2M
|