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 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.97K- 0.16% |
$552K - $637K
|
3.66M
$385M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-5.99K- 22.6% |
$553K - $639K
|
20.5K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-6.01K- 29.16% |
$556K - $642K
|
14.6K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-6.05K- 5.78% |
$559K - $645K
|
98.5K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6.2K- 70.14% |
$573K - $661K
|
2.64K
$277K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6.23K- 9.68% |
$576K - $664K
|
58.1K
$6.11M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-6.24K- 45.53% |
$577K - $666K
|
7.47K
$785K
|
|
|
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
$7.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-6.39K- 2.57% |
$591K - $682K
|
242K
$25.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-6.41K- 14.38% |
$593K - $684K
|
38.2K
$4.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.58K- 23.45% |
$608K - $701K
|
21.5K
$2.26M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.62K- 51.5% |
$612K - $706K
|
6.23K
$655K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-6.63K- 57.03% |
$613K - $707K
|
5K
$525K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-6.72K- 5.91% |
$622K - $717K
|
107K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-6.74K- 5.26% |
$623K - $719K
|
121K
$12.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-6.8K- 22.57% |
$629K - $726K
|
23.3K
$2.45M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6.86K- 37.54% |
$634K - $732K
|
11.4K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-6.93K- 78.67% |
$641K - $740K
|
1.88K
$198K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-7.01K- 30.13% |
$648K - $748K
|
16.3K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.02K- 5.09% |
$649K - $748K
|
131K
$13.7M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.23K- 3.83% |
$668K - $771K
|
181K
$19M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-7.55K- 1.37% |
$698K - $805K
|
543K
$57.1M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.65K- 0.84% |
$707K - $816K
|
907K
$95.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-8.13K- 5.75% |
$752K - $868K
|
133K
$14M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.41K- 8.26% |
$777K - $897K
|
93.4K
$9.81M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.5K- 8.96% |
$786K - $907K
|
86.3K
$9.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-8.72K- 6.86% |
$806K - $930K
|
118K
$12.4M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.17K- 3.71% |
$848K - $979K
|
238K
$25M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-9.2K- 18.01% |
$850K - $981K
|
41.9K
$4.4M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-9.32K- 28.47% |
$862K - $995K
|
23.4K
$2.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9.44K- 5.86% |
$872K - $1.01M
|
152K
$15.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-9.5K- 17.72% |
$878K - $1.01M
|
44.1K
$4.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-9.56K- 2.95% |
$884K - $1.02M
|
315K
$33.1M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-9.67K- 19.85% |
$894K - $1.03M
|
39K
$4.1M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.72K- 94.27% |
$898K - $1.04M
|
590
$62K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-9.93K- 5.1% |
$918K - $1.06M
|
185K
$19.4M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-10.2K- 4.9% |
$941K - $1.09M
|
197K
$20.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.3K- 3.1% |
$956K - $1.1M
|
323K
$33.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-10.4K- 13.25% |
$959K - $1.11M
|
67.9K
$7.14M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-10.5K- 5.42% |
$973K - $1.12M
|
184K
$19.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-10.6K- 77.28% |
$982K - $1.13M
|
3.12K
$328K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-10.7K- 51.01% |
$989K - $1.14M
|
10.3K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-11K- 44.6% |
$1.02M - $1.18M
|
13.7K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-11.2K- 16.74% |
$1.04M - $1.2M
|
55.9K
$5.88M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-11.3K- 46.94% |
$1.05M - $1.21M
|
12.8K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.4K- 53.65% |
$1.06M - $1.22M
|
9.86K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-11.7K- 14.06% |
$1.08M - $1.25M
|
71.4K
$7.5M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-11.7K- 3.38% |
$1.08M - $1.25M
|
335K
$35.2M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-11.9KClosed |
$1.1M - $1.27M
|
0
$0
|