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 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-3.58K- 12.39% |
$331K - $382K
|
25.3K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-3.75K- 1.88% |
$347K - $400K
|
196K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.75K- 6.38% |
$347K - $400K
|
55K
$5.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.79K- 1.78% |
$351K - $405K
|
209K
$22M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.81K- 3.41% |
$352K - $406K
|
108K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.82K- 23.49% |
$353K - $408K
|
12.4K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.82K- 38.0% |
$353K - $408K
|
6.24K
$656K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.85K- 14.01% |
$356K - $411K
|
23.6K
$2.48M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-3.87K- 3.65% |
$358K - $413K
|
102K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.9K- 2.32% |
$361K - $417K
|
165K
$17.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-3.91K- 10.46% |
$361K - $417K
|
33.5K
$3.52M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-3.92K- 8.92% |
$362K - $418K
|
40K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-4.03K- 65.3% |
$373K - $430K
|
2.14K
$225K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.04K- 0.16% |
$374K - $431K
|
2.48M
$261M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-4.09K- 9.64% |
$378K - $436K
|
38.3K
$4.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-4.1K- 5.57% |
$379K - $437K
|
69.6K
$7.31M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-4.17K- 14.96% |
$385K - $444K
|
23.7K
$2.49M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.18K- 1.62% |
$387K - $446K
|
254K
$26.7M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.22K- 0.43% |
$390K - $450K
|
985K
$104M
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-4.25K- 7.86% |
$393K - $453K
|
49.8K
$5.24M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.34K- 13.64% |
$401K - $463K
|
27.5K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.37K- 33.14% |
$404K - $466K
|
8.81K
$926K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-4.37K- 3.65% |
$404K - $466K
|
115K
$12.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.4K- 16.56% |
$407K - $469K
|
22.2K
$2.33M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-4.57K- 8.27% |
$422K - $487K
|
50.7K
$5.32M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.62K- 54.3% |
$427K - $493K
|
3.89K
$409K
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-4.66K- 1.62% |
$431K - $498K
|
283K
$29.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-4.75K- 1.3% |
$439K - $506K
|
359K
$37.8M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-4.81K- 40.34% |
$444K - $513K
|
7.11K
$747K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-4.84K- 3.91% |
$447K - $516K
|
119K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-4.87K- 13.98% |
$450K - $520K
|
30K
$3.15M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4.9K- 6.64% |
$453K - $522K
|
68.9K
$7.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.96K- 7.52% |
$458K - $529K
|
61K
$6.41M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.96K- 8.62% |
$459K - $529K
|
52.6K
$5.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-5.12K- 3.82% |
$473K - $546K
|
129K
$13.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.13K- 10.23% |
$474K - $547K
|
45K
$4.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.15K- 3.04% |
$476K - $550K
|
164K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.18K- 28.48% |
$479K - $552K
|
13K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.24K- 4.39% |
$484K - $559K
|
114K
$12M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.25K- 9.18% |
$485K - $560K
|
51.9K
$5.45M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.31K- 50.09% |
$491K - $567K
|
5.29K
$556K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-5.37K- 14.42% |
$496K - $573K
|
31.9K
$3.35M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-5.37K- 13.63% |
$497K - $573K
|
34K
$3.58M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-5.4K- 33.12% |
$499K - $576K
|
10.9K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-5.45K- 86.54% |
$504K - $582K
|
848
$89.1K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.64K- 2.09% |
$521K - $601K
|
264K
$27.8M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-5.74K- 22.78% |
$530K - $612K
|
19.4K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-5.79K- 20.33% |
$535K - $617K
|
22.7K
$2.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-5.87K- 2.94% |
$542K - $626K
|
194K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-5.95K- 1.69% |
$550K - $635K
|
345K
$36.3M
|