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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
276+ 3.55% |
$25.5K - $29.4K
|
8.06K
$713K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
254+ 0.27% |
$23.5K - $27.1K
|
94.5K
$8.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
249+ 6.54% |
$23K - $26.6K
|
4.06K
$359K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
246+ 10.89% |
$22.7K - $26.2K
|
2.5K
$222K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
242+ 5.17% |
$22.4K - $25.8K
|
4.92K
$435K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
232+ 1.67% |
$21.4K - $24.8K
|
14.1K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
224+ 4.98% |
$20.7K - $23.9K
|
4.72K
$418K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
217+ 1.54% |
$20.1K - $23.2K
|
14.3K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
211+ 2.07% |
$19.5K - $22.5K
|
10.4K
$919K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
211+ 2.09% |
$19.5K - $22.5K
|
10.3K
$910K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
202+ 1.96% |
$18.7K - $21.6K
|
10.5K
$931K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
161+ 5.18% |
$14.9K - $17.2K
|
3.27K
$289K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
156+ 5.66% |
$14.4K - $16.6K
|
2.91K
$257K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
148New |
$13.7K - $15.8K
|
148
$13.1K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
127New |
$11.7K - $13.5K
|
127
$11.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
111+ 0.35% |
$10.3K - $11.8K
|
32.1K
$2.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
101+ 1.45% |
$9.34K - $10.8K
|
7.05K
$624K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
96+ 0.25% |
$8.88K - $10.2K
|
37.8K
$3.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
96+ 0.21% |
$8.88K - $10.2K
|
46.1K
$4.08M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
86+ 0.99% |
$7.95K - $9.18K
|
8.74K
$773K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
85+ 1.73% |
$7.86K - $9.07K
|
4.99K
$442K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
81+ 0.8% |
$7.49K - $8.64K
|
10.2K
$904K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
55New |
$5.08K - $5.87K
|
55
$4.87K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
53+ 0.68% |
$4.9K - $5.65K
|
7.87K
$696K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
44+ 6.2% |
$4.07K - $4.69K
|
754
$66.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
35+ 1.39% |
$3.24K - $3.73K
|
2.55K
$226K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
25+ 0.42% |
$2.31K - $2.67K
|
5.98K
$529K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
21+ 0.68% |
$1.94K - $2.24K
|
3.12K
$276K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
19+ 0.11% |
$1.76K - $2.03K
|
16.7K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
13+ 0.4% |
$1.2K - $1.39K
|
3.23K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
12+ 57.14% |
$1.11K - $1.28K
|
33
$2.92K
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
12+ 0.19% |
$1.11K - $1.28K
|
6.46K
$572K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
8+ 0.33% |
$740 - $854
|
2.41K
$213K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.09% |
$740 - $854
|
9.02K
$798K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7+ 0.07% |
$647 - $747
|
9.56K
$846K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.12% |
$555 - $640
|
4.84K
$428K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$555 - $640
|
5.62K
$497K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
5+ 0.02% |
$462 - $533
|
25.9K
$2.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
5+ 0.04% |
$462 - $533
|
11.6K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
5+ 0.12% |
$462 - $533
|
4.08K
$361K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.07% |
$185 - $213
|
2.75K
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
2+ 0.05% |
$185 - $213
|
3.71K
$328K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2+ 0.01% |
$185 - $213
|
20.3K
$1.8M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.08% |
$92.5 - $107
|
1.25K
$110K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$92.5 - $107
|
4.64K
$410K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.0% |
$92.5 - $107
|
28.1K
$2.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-5- 0.05% |
$462 - $533
|
10.7K
$942K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-7- 0.16% |
$647 - $747
|
4.39K
$388K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-11- 0.48% |
$1.02K - $1.17K
|
2.3K
$203K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-12- 0.07% |
$1.11K - $1.28K
|
18.2K
$1.61M
|