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
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-36.4K- 6.91% |
$3.37M - $3.89M
|
491K
$51.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-37.7K- 20.89% |
$3.49M - $4.02M
|
143K
$15M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-38.7K- 16.69% |
$3.58M - $4.13M
|
193K
$20.3M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-39.2K- 46.35% |
$3.63M - $4.19M
|
45.4K
$4.77M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-39.9K- 81.62% |
$3.69M - $4.26M
|
8.99K
$945K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-40.7K- 40.14% |
$3.76M - $4.34M
|
60.7K
$6.38M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-41.4K- 3.26% |
$3.83M - $4.42M
|
1.23M
$129M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-41.5K- 1.47% |
$3.83M - $4.42M
|
2.78M
$292M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-41.9K- 38.92% |
$3.88M - $4.47M
|
65.8K
$6.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
SELL
|
- |
-43.7K- 37.86% |
$4.04M - $4.66M
|
71.7K
$7.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-44.5K- 79.59% |
$4.11M - $4.74M
|
11.4K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-45K- 34.26% |
$4.16M - $4.8M
|
86.4K
$9.08M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-47.7K- 34.94% |
$4.41M - $5.09M
|
88.8K
$9.34M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-48.3K- 8.41% |
$4.46M - $5.15M
|
525K
$55.2M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-49.7K- 90.33% |
$4.59M - $5.3M
|
5.32K
$559K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-49.8K- 79.48% |
$4.61M - $5.32M
|
12.9K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-53.8K- 11.44% |
$4.98M - $5.74M
|
417K
$43.8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-54.3K- 2.96% |
$5.02M - $5.79M
|
1.78M
$187M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-55.4K- 41.93% |
$5.12M - $5.91M
|
76.7K
$8.06M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-56K- 3.38% |
$5.18M - $5.98M
|
1.6M
$168M
|
|
|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
SELL
|
- |
-56.9K- 44.49% |
$5.26M - $6.07M
|
71K
$7.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-57.4K- 20.5% |
$5.31M - $6.12M
|
223K
$23.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-58.6K- 10.6% |
$5.42M - $6.25M
|
494K
$51.9M
|
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-58.6K- 99.94% |
$5.42M - $6.25M
|
34
$3.57K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-64K- 19.9% |
$5.92M - $6.83M
|
258K
$27.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-65.7K- 65.13% |
$6.08M - $7.01M
|
35.2K
$3.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-80K- 98.48% |
$7.39M - $8.53M
|
1.23K
$129K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-90.1K- 70.53% |
$8.33M - $9.61M
|
37.7K
$3.96M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-96.9K- 40.62% |
$8.96M - $10.3M
|
142K
$14.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-101K- 10.65% |
$9.32M - $10.8M
|
846K
$88.9M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-104K- 31.21% |
$9.58M - $11.1M
|
228K
$24M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-111K- 76.56% |
$10.2M - $11.8M
|
33.9K
$3.57M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-121K- 2.61% |
$11.2M - $12.9M
|
4.51M
$474M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-147K- 47.91% |
$13.6M - $15.7M
|
160K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-152K- 12.59% |
$14M - $16.2M
|
1.05M
$111M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-156K- 3.46% |
$14.4M - $16.6M
|
4.34M
$457M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-157K- 91.26% |
$14.5M - $16.8M
|
15.1K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-183KClosed |
$16.9M - $19.5M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-206K- 55.74% |
$19.1M - $22M
|
164K
$17.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-224K- 38.09% |
$20.7M - $23.9M
|
364K
$38.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-276K- 20.35% |
$25.5M - $29.5M
|
1.08M
$114M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-282K- 8.11% |
$26.1M - $30.1M
|
3.2M
$336M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-299K- 3.23% |
$27.6M - $31.9M
|
8.95M
$941M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-331K- 81.79% |
$30.6M - $35.3M
|
73.6K
$7.73M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-400K- 36.83% |
$37M - $42.7M
|
686K
$72.1M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-453K- 77.74% |
$41.9M - $48.3M
|
130K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-519K- 98.92% |
$47.9M - $55.3M
|
5.65K
$593K
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-655K- 98.27% |
$60.5M - $69.9M
|
11.5K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-953K- 35.88% |
$88.1M - $102M
|
1.7M
$179M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.07M- 6.43% |
$98.7M - $114M
|
15.5M
$1.63B
|