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 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-4.87K- 13.98% |
$450K - $520K
|
30K
$3.59M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4.9K- 6.64% |
$453K - $522K
|
68.9K
$8.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.96K- 7.52% |
$458K - $529K
|
61K
$7.31M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.96K- 8.62% |
$459K - $529K
|
52.6K
$6.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-5.12K- 3.82% |
$473K - $546K
|
129K
$15.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.13K- 10.23% |
$474K - $547K
|
45K
$5.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.15K- 3.04% |
$476K - $550K
|
164K
$19.7M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.18K- 28.48% |
$479K - $552K
|
13K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.24K- 4.39% |
$484K - $559K
|
114K
$13.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.25K- 9.18% |
$485K - $560K
|
51.9K
$6.21M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.31K- 50.09% |
$491K - $567K
|
5.29K
$634K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-5.37K- 14.42% |
$496K - $573K
|
31.9K
$3.81M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-5.37K- 13.63% |
$497K - $573K
|
34K
$4.08M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-5.4K- 33.12% |
$499K - $576K
|
10.9K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-5.45K- 86.54% |
$504K - $582K
|
848
$102K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.64K- 2.09% |
$521K - $601K
|
264K
$31.6M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.64K- 2.09% |
$521K - $601K
|
264K
$31.6M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-5.74K- 22.78% |
$530K - $612K
|
19.4K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-5.79K- 20.33% |
$535K - $617K
|
22.7K
$2.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-5.87K- 2.94% |
$542K - $626K
|
194K
$23.2M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-5.95K- 1.69% |
$550K - $635K
|
345K
$41.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.97K- 0.16% |
$552K - $637K
|
3.66M
$439M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-5.99K- 22.6% |
$553K - $639K
|
20.5K
$2.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-6.01K- 29.16% |
$556K - $642K
|
14.6K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-6.05K- 5.78% |
$559K - $645K
|
98.5K
$11.8M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6.2K- 70.14% |
$573K - $661K
|
2.64K
$316K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6.23K- 9.68% |
$576K - $664K
|
58.1K
$6.96M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-6.24K- 45.53% |
$577K - $666K
|
7.47K
$894K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-6.25KClosed |
$577K - $666K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.39K- 8.43% |
$591K - $682K
|
69.5K
$8.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-6.39K- 2.57% |
$591K - $682K
|
242K
$29M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-6.41K- 14.38% |
$593K - $684K
|
38.2K
$4.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.58K- 23.45% |
$608K - $701K
|
21.5K
$2.57M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.62K- 51.5% |
$612K - $706K
|
6.23K
$747K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-6.63K- 57.03% |
$613K - $707K
|
5K
$598K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-6.72K- 5.91% |
$622K - $717K
|
107K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-6.74K- 5.26% |
$623K - $719K
|
121K
$14.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-6.8K- 22.57% |
$629K - $726K
|
23.3K
$2.8M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6.86K- 37.54% |
$634K - $732K
|
11.4K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-6.93K- 78.67% |
$641K - $740K
|
1.88K
$225K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-7.01K- 30.13% |
$648K - $748K
|
16.3K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.02K- 5.09% |
$649K - $748K
|
131K
$15.7M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.23K- 3.83% |
$668K - $771K
|
181K
$21.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-7.55K- 1.37% |
$698K - $805K
|
543K
$65.1M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.65K- 0.84% |
$707K - $816K
|
907K
$109M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-8.13K- 5.75% |
$752K - $868K
|
133K
$15.9M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.41K- 8.26% |
$777K - $897K
|
93.4K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.5K- 8.96% |
$786K - $907K
|
86.3K
$10.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-8.72K- 6.86% |
$806K - $930K
|
118K
$14.2M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.17K- 3.71% |
$848K - $979K
|
238K
$28.5M
|