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 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-101K- 10.65% |
$9.32M - $10.8M
|
846K
$101M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-104K- 31.21% |
$9.58M - $11.1M
|
228K
$27.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-111K- 76.56% |
$10.2M - $11.8M
|
33.9K
$4.07M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-121K- 2.61% |
$11.2M - $12.9M
|
4.51M
$540M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-147K- 47.91% |
$13.6M - $15.7M
|
160K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-152K- 12.59% |
$14M - $16.2M
|
1.05M
$126M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-156K- 3.46% |
$14.4M - $16.6M
|
4.34M
$520M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-157K- 91.26% |
$14.5M - $16.8M
|
15.1K
$1.81M
|
|
|
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
$19.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-224K- 38.09% |
$20.7M - $23.9M
|
364K
$43.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-276K- 20.35% |
$25.5M - $29.5M
|
1.08M
$130M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-282K- 8.11% |
$26.1M - $30.1M
|
3.2M
$383M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-299K- 3.23% |
$27.6M - $31.9M
|
8.95M
$1.07B
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-331K- 81.79% |
$30.6M - $35.3M
|
73.6K
$8.81M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-400K- 36.83% |
$37M - $42.7M
|
686K
$82.2M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-453K- 77.74% |
$41.9M - $48.3M
|
130K
$15.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-519K- 98.92% |
$47.9M - $55.3M
|
5.65K
$676K
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-655K- 98.27% |
$60.5M - $69.9M
|
11.5K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-953K- 35.88% |
$88.1M - $102M
|
1.7M
$204M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.07M- 6.43% |
$98.7M - $114M
|
15.5M
$1.86B
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.07M- 2.38% |
$98.9M - $114M
|
43.8M
$5.25B
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.12M- 82.12% |
$104M - $119M
|
244K
$29.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.38M- 23.59% |
$128M - $147M
|
4.47M
$536M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.04M- 34.71% |
$189M - $218M
|
3.84M
$460M
|