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 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-14- 0.16% |
$1.29K - $1.49K
|
8.52K
$754K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-15- 0.15% |
$1.39K - $1.6K
|
10.1K
$891K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-15- 0.34% |
$1.39K - $1.6K
|
4.44K
$392K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-16- 5.19% |
$1.48K - $1.71K
|
292
$25.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-19- 0.74% |
$1.76K - $2.03K
|
2.54K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-21- 0.08% |
$1.94K - $2.24K
|
26K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-24- 0.82% |
$2.22K - $2.56K
|
2.91K
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-24- 0.57% |
$2.22K - $2.56K
|
4.17K
$369K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.17% |
$2.31K - $2.67K
|
14.9K
$1.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-26- 0.28% |
$2.4K - $2.77K
|
9.17K
$811K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-28- 0.29% |
$2.59K - $2.99K
|
9.52K
$842K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-36- 2.39% |
$3.33K - $3.84K
|
1.47K
$130K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-46- 2.0% |
$4.25K - $4.91K
|
2.25K
$199K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-46- 0.29% |
$4.25K - $4.91K
|
15.7K
$1.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-46- 0.23% |
$4.25K - $4.91K
|
20K
$1.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-49- 0.11% |
$4.53K - $5.23K
|
46.3K
$4.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-49- 0.45% |
$4.53K - $5.23K
|
10.8K
$960K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-61- 2.31% |
$5.64K - $6.51K
|
2.58K
$228K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-72- 1.99% |
$6.66K - $7.68K
|
3.55K
$314K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-72- 1.11% |
$6.66K - $7.68K
|
6.41K
$567K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-85- 0.33% |
$7.86K - $9.07K
|
26K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-92- 1.29% |
$8.51K - $9.82K
|
7.06K
$624K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-99- 2.42% |
$9.15K - $10.6K
|
3.99K
$353K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-100- 2.14% |
$9.25K - $10.7K
|
4.58K
$405K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-100- 1.38% |
$9.25K - $10.7K
|
7.17K
$634K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-100- 1.43% |
$9.25K - $10.7K
|
6.91K
$611K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-101- 4.14% |
$9.34K - $10.8K
|
2.34K
$207K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-125- 3.16% |
$11.6K - $13.3K
|
3.83K
$339K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-128- 1.85% |
$11.8K - $13.7K
|
6.81K
$602K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-135- 3.9% |
$12.5K - $14.4K
|
3.33K
$295K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-137- 0.99% |
$12.7K - $14.6K
|
13.7K
$1.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-141- 0.82% |
$13K - $15K
|
17.2K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-142- 3.94% |
$13.1K - $15.1K
|
3.46K
$306K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-159- 0.64% |
$14.7K - $17K
|
24.5K
$2.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-169- 2.25% |
$15.6K - $18K
|
7.35K
$650K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-174- 2.6% |
$16.1K - $18.6K
|
6.53K
$577K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-181- 76.37% |
$16.7K - $19.3K
|
56
$4.95K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-191- 4.81% |
$17.7K - $20.4K
|
3.78K
$334K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-200- 5.0% |
$18.5K - $21.3K
|
3.8K
$336K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-200- 5.98% |
$18.5K - $21.3K
|
3.14K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-205- 2.42% |
$19K - $21.9K
|
8.27K
$732K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-206- 1.04% |
$19K - $22K
|
19.5K
$1.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-224- 0.41% |
$20.7K - $23.9K
|
55K
$4.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-226- 0.59% |
$20.9K - $24.1K
|
37.8K
$3.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-234- 2.27% |
$21.6K - $25K
|
10.1K
$891K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-236- 0.37% |
$21.8K - $25.2K
|
63K
$5.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-244- 6.11% |
$22.6K - $26K
|
3.75K
$332K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-246- 1.48% |
$22.7K - $26.2K
|
16.4K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-258- 36.03% |
$23.9K - $27.5K
|
458
$40.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-262- 0.79% |
$24.2K - $28K
|
32.9K
$2.91M
|