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 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-23.3K- 25.83% |
$2.15M - $2.48M
|
66.8K
$8M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-23.7K- 0.3% |
$2.19M - $2.53M
|
7.95M
$952M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-23.7K- 65.13% |
$2.19M - $2.53M
|
12.7K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24K- 3.64% |
$2.22M - $2.56M
|
634K
$76M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-24.2K- 40.37% |
$2.24M - $2.58M
|
35.8K
$4.28M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-25.3K- 8.59% |
$2.34M - $2.7M
|
269K
$32.2M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-25.4K- 6.8% |
$2.34M - $2.71M
|
347K
$41.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-25.5K- 77.71% |
$2.36M - $2.72M
|
7.31K
$876K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-26K- 2.25% |
$2.4M - $2.77M
|
1.13M
$135M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-26.1K- 5.89% |
$2.41M - $2.78M
|
416K
$49.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-26.6K- 3.39% |
$2.46M - $2.84M
|
758K
$90.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-27.2K- 7.93% |
$2.51M - $2.9M
|
315K
$37.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-28.1K- 27.65% |
$2.6M - $3M
|
73.5K
$8.8M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-28.8K- 6.79% |
$2.66M - $3.07M
|
395K
$47.3M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-29K- 3.82% |
$2.68M - $3.09M
|
729K
$87.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-29K- 59.18% |
$2.68M - $3.1M
|
20K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-29.1K- 9.58% |
$2.69M - $3.11M
|
275K
$32.9M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-29.1K- 17.26% |
$2.69M - $3.11M
|
140K
$16.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-32.5K- 13.34% |
$3M - $3.47M
|
211K
$25.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-32.5K- 4.22% |
$3.01M - $3.47M
|
738K
$88.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-32.9K- 56.21% |
$3.05M - $3.51M
|
25.7K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-36.4K- 6.91% |
$3.37M - $3.89M
|
491K
$58.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-37.7K- 20.89% |
$3.49M - $4.02M
|
143K
$17.1M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-38.7K- 16.69% |
$3.58M - $4.13M
|
193K
$23.1M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-39.2K- 46.35% |
$3.63M - $4.19M
|
45.4K
$5.44M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-39.9K- 81.62% |
$3.69M - $4.26M
|
8.99K
$1.08M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-40.7K- 40.14% |
$3.76M - $4.34M
|
60.7K
$7.27M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-41.4K- 3.26% |
$3.83M - $4.42M
|
1.23M
$147M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-41.5K- 1.47% |
$3.83M - $4.42M
|
2.78M
$333M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-41.9K- 38.92% |
$3.88M - $4.47M
|
65.8K
$7.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
SELL
|
- |
-43.7K- 37.86% |
$4.04M - $4.66M
|
71.7K
$8.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-44.5K- 79.59% |
$4.11M - $4.74M
|
11.4K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-45K- 34.26% |
$4.16M - $4.8M
|
86.4K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-47.7K- 34.94% |
$4.41M - $5.09M
|
88.8K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-48.3K- 8.41% |
$4.46M - $5.15M
|
525K
$62.9M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-49.7K- 90.33% |
$4.59M - $5.3M
|
5.32K
$637K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-49.8K- 79.48% |
$4.61M - $5.32M
|
12.9K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-53.8K- 11.44% |
$4.98M - $5.74M
|
417K
$49.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-54.3K- 2.96% |
$5.02M - $5.79M
|
1.78M
$213M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-55.4K- 41.93% |
$5.12M - $5.91M
|
76.7K
$9.18M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-56K- 3.38% |
$5.18M - $5.98M
|
1.6M
$192M
|
|
|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
SELL
|
- |
-56.9K- 44.49% |
$5.26M - $6.07M
|
71K
$8.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-57.4K- 20.5% |
$5.31M - $6.12M
|
223K
$26.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-58.6K- 10.6% |
$5.42M - $6.25M
|
494K
$59.2M
|
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-58.6K- 99.94% |
$5.42M - $6.25M
|
34
$4.07K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-64K- 19.9% |
$5.92M - $6.83M
|
258K
$30.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-65.7K- 65.13% |
$6.08M - $7.01M
|
35.2K
$4.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-80K- 98.48% |
$7.39M - $8.53M
|
1.23K
$148K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-90.1K- 70.53% |
$8.33M - $9.61M
|
37.7K
$4.51M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-96.9K- 40.62% |
$8.96M - $10.3M
|
142K
$17M
|