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 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-9.2K- 18.01% |
$850K - $981K
|
41.9K
$5.02M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-9.32K- 28.47% |
$862K - $995K
|
23.4K
$2.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9.44K- 5.86% |
$872K - $1.01M
|
152K
$18.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-9.5K- 17.72% |
$878K - $1.01M
|
44.1K
$5.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-9.56K- 2.95% |
$884K - $1.02M
|
315K
$37.7M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-9.67K- 19.85% |
$894K - $1.03M
|
39K
$4.67M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.72K- 94.27% |
$898K - $1.04M
|
590
$70.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-9.93K- 5.1% |
$918K - $1.06M
|
185K
$22.1M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-10.2K- 4.9% |
$941K - $1.09M
|
197K
$23.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.3K- 3.1% |
$956K - $1.1M
|
323K
$38.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-10.4K- 13.25% |
$959K - $1.11M
|
67.9K
$8.14M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-10.5K- 5.42% |
$973K - $1.12M
|
184K
$22M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-10.6K- 77.28% |
$982K - $1.13M
|
3.12K
$374K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-10.7K- 51.01% |
$989K - $1.14M
|
10.3K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-11K- 44.6% |
$1.02M - $1.18M
|
13.7K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-11.2K- 16.74% |
$1.04M - $1.2M
|
55.9K
$6.7M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-11.3K- 46.94% |
$1.05M - $1.21M
|
12.8K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.4K- 53.65% |
$1.06M - $1.22M
|
9.86K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-11.7K- 14.06% |
$1.08M - $1.25M
|
71.4K
$8.55M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-11.7K- 3.38% |
$1.08M - $1.25M
|
335K
$40.2M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-11.9KClosed |
$1.1M - $1.27M
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12K- 8.47% |
$1.11M - $1.28M
|
129K
$15.5M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-12K- 4.63% |
$1.11M - $1.28M
|
247K
$29.5M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.1K- 6.29% |
$1.12M - $1.29M
|
180K
$21.6M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-12.4K- 2.74% |
$1.15M - $1.32M
|
441K
$52.8M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-13.1K- 5.76% |
$1.21M - $1.4M
|
215K
$25.7M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-13.2K- 24.45% |
$1.22M - $1.41M
|
40.9K
$4.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-13.3K- 17.74% |
$1.23M - $1.42M
|
61.5K
$7.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13.5K- 47.72% |
$1.25M - $1.45M
|
14.8K
$1.78M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-13.7K- 79.11% |
$1.27M - $1.46M
|
3.62K
$433K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-13.8K- 4.59% |
$1.28M - $1.47M
|
287K
$34.4M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-13.9K- 33.95% |
$1.28M - $1.48M
|
27K
$3.23M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-14.2K- 5.79% |
$1.31M - $1.52M
|
231K
$27.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-14.5K- 4.1% |
$1.34M - $1.54M
|
339K
$40.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-14.9K- 2.14% |
$1.38M - $1.59M
|
680K
$81.5M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15.2K- 12.81% |
$1.41M - $1.62M
|
103K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-15.3K- 48.35% |
$1.41M - $1.63M
|
16.3K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-16.4K- 75.97% |
$1.51M - $1.75M
|
5.18K
$620K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.6K- 6.02% |
$1.63M - $1.88M
|
274K
$32.9M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-17.6K- 5.72% |
$1.63M - $1.88M
|
290K
$34.8M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-18.1K- 3.64% |
$1.67M - $1.93M
|
479K
$57.3M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-18.3K- 79.55% |
$1.7M - $1.96M
|
4.72K
$565K
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-18.4K- 35.95% |
$1.7M - $1.97M
|
32.9K
$3.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.8K- 10.26% |
$1.74M - $2.01M
|
164K
$19.7M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-18.9K- 9.88% |
$1.75M - $2.02M
|
172K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.7K- 3.29% |
$1.82M - $2.1M
|
578K
$69.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-19.9K- 2.82% |
$1.84M - $2.13M
|
688K
$82.4M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-20.6K- 2.72% |
$1.9M - $2.19M
|
734K
$87.9M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-22.3K- 11.22% |
$2.06M - $2.38M
|
177K
$21.2M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-22.6K- 70.11% |
$2.09M - $2.41M
|
9.64K
$1.15M
|