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 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
21K+ 6.44% |
$1.94M - $2.24M
|
347K
$36.5M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
20.5K+ 70.66% |
$1.89M - $2.18M
|
49.4K
$5.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
20.3KNew |
$1.88M - $2.17M
|
20.3K
$2.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
19.7K+ 14.47% |
$1.82M - $2.1M
|
156K
$16.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19.6K+ 11.59% |
$1.81M - $2.09M
|
189K
$19.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19.5K+ 6.49% |
$1.8M - $2.08M
|
320K
$33.6M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
19.2K+ 262.69% |
$1.77M - $2.04M
|
26.5K
$2.78M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19.1K+ 7.35% |
$1.77M - $2.04M
|
279K
$29.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
19K+ 98.23% |
$1.75M - $2.03M
|
38.3K
$4.03M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
18.6K+ 7.71% |
$1.72M - $1.98M
|
260K
$27.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.6K+ 4.17% |
$1.72M - $1.98M
|
464K
$48.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
18.5KNew |
$1.71M - $1.97M
|
18.5K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
18.4K+ 28.29% |
$1.7M - $1.96M
|
83.5K
$8.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
17.7K+ 20.08% |
$1.64M - $1.89M
|
106K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17.6K+ 28.58% |
$1.63M - $1.88M
|
79.4K
$8.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
17K+ 22.55% |
$1.57M - $1.81M
|
92.4K
$9.71M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
16.6KNew |
$1.53M - $1.77M
|
16.6K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
16.5K+ 97.12% |
$1.53M - $1.76M
|
33.5K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
16.3K+ 702.07% |
$1.51M - $1.74M
|
18.6K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
16.1K+ 337.48% |
$1.49M - $1.72M
|
20.9K
$2.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
15.3K+ 117.15% |
$1.42M - $1.63M
|
28.4K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
14.3KNew |
$1.33M - $1.53M
|
14.3K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.1K+ 26.67% |
$1.31M - $1.51M
|
67.1K
$7.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
14K+ 38.77% |
$1.3M - $1.5M
|
50.2K
$5.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
13.8K+ 4.16% |
$1.27M - $1.47M
|
345K
$36.3M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.6K+ 0.25% |
$1.26M - $1.45M
|
5.49M
$577M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
13.5KNew |
$1.25M - $1.45M
|
13.5K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
13.5K+ 5.39% |
$1.25M - $1.44M
|
263K
$27.7M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13.5K+ 269.57% |
$1.24M - $1.44M
|
18.4K
$1.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
13.2K+ 59.48% |
$1.22M - $1.41M
|
35.4K
$3.72M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
13K+ 9.5% |
$1.2M - $1.39M
|
150K
$15.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
12.9KNew |
$1.2M - $1.38M
|
12.9K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
12.6K+ 2133.05% |
$1.16M - $1.34M
|
13.2K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
12.6K+ 87.22% |
$1.16M - $1.34M
|
27K
$2.83M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.4KNew |
$1.15M - $1.33M
|
12.4K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
12.1K+ 59.72% |
$1.12M - $1.29M
|
32.3K
$3.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
12.1K+ 45.55% |
$1.12M - $1.29M
|
38.6K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11.8K+ 266.27% |
$1.09M - $1.26M
|
16.2K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.7K+ 9.0% |
$1.08M - $1.25M
|
142K
$14.9M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 29.46% |
$1.07M - $1.24M
|
50.9K
$5.35M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11.5K+ 9.77% |
$1.07M - $1.23M
|
129K
$13.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
11.4K+ 5.33% |
$1.05M - $1.22M
|
226K
$23.7M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11.4K+ 298.71% |
$1.05M - $1.21M
|
15.2K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.2K+ 8.09% |
$1.04M - $1.2M
|
150K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.1K+ 5.94% |
$1.03M - $1.19M
|
199K
$20.9M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
11K+ 3.18% |
$1.02M - $1.17M
|
357K
$37.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10.9K+ 32.67% |
$1.01M - $1.16M
|
44.2K
$4.65M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.8K+ 4.02% |
$999K - $1.15M
|
279K
$29.4M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
10.8K+ 39.45% |
$994K - $1.15M
|
38K
$3.99M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
10.7K+ 27.35% |
$990K - $1.14M
|
49.9K
$5.24M
|