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 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10.5K+ 5.68% |
$969K - $1.12M
|
195K
$20.5M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
10.3K+ 3.96% |
$956K - $1.1M
|
271K
$28.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.2K+ 1.71% |
$941K - $1.09M
|
607K
$63.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10.1KNew |
$933K - $1.08M
|
10.1K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10.1K+ 5.87% |
$932K - $1.08M
|
182K
$19.1M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10KNew |
$928K - $1.07M
|
10K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
10K+ 146.58% |
$928K - $1.07M
|
16.9K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
9.97K+ 8.23% |
$922K - $1.06M
|
131K
$13.8M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.92K+ 6.03% |
$917K - $1.06M
|
174K
$18.3M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
9.49KNew |
$877K - $1.01M
|
9.49K
$997K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
9.34KNew |
$864K - $997K
|
9.34K
$982K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.3K+ 12.37% |
$860K - $992K
|
84.5K
$8.88M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.2K+ 7.18% |
$850K - $981K
|
137K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.09KNew |
$841K - $970K
|
9.09K
$956K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.07K+ 1.59% |
$839K - $968K
|
581K
$61.1M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.07K+ 9.78% |
$838K - $967K
|
102K
$10.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.02K+ 51.21% |
$834K - $962K
|
26.6K
$2.8M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
8.95K+ 8.44% |
$827K - $954K
|
115K
$12.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
8.89K+ 16.73% |
$822K - $948K
|
62K
$6.52M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.65K+ 1.22% |
$800K - $923K
|
718K
$75.5M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.57K+ 123.14% |
$792K - $914K
|
15.5K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
8.52KNew |
$787K - $909K
|
8.52K
$895K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8.38KNew |
$775K - $894K
|
8.38K
$881K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
8.37K+ 7.63% |
$774K - $893K
|
118K
$12.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.31K+ 9.68% |
$768K - $886K
|
94.1K
$9.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
8.3KNew |
$767K - $886K
|
8.3K
$872K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
8.26K+ 6.92% |
$764K - $881K
|
128K
$13.4M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
8.2K+ 1.53% |
$758K - $875K
|
543K
$57.1M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.9K+ 45.7% |
$730K - $843K
|
25.2K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.69K+ 40.26% |
$711K - $821K
|
26.8K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.68K+ 47.04% |
$710K - $819K
|
24K
$2.52M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
7.53K+ 93.48% |
$696K - $803K
|
15.6K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.34K+ 3.9% |
$679K - $784K
|
196K
$20.6M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.34K+ 1.62% |
$678K - $783K
|
460K
$48.4M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
7.28K+ 72.59% |
$673K - $777K
|
17.3K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.18K+ 2.98% |
$664K - $766K
|
248K
$26.1M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.04K+ 10.1% |
$651K - $751K
|
76.8K
$8.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.04K+ 3.46% |
$650K - $751K
|
210K
$22.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.94K+ 3.59% |
$642K - $741K
|
200K
$21.1M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.93K+ 5.6% |
$641K - $740K
|
131K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
6.88KNew |
$636K - $733K
|
6.88K
$723K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.75K+ 6.68% |
$624K - $720K
|
108K
$11.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6.69K+ 10.96% |
$618K - $714K
|
67.7K
$7.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
6.62K+ 5.72% |
$612K - $706K
|
122K
$12.8M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
6.61K+ 4.32% |
$611K - $705K
|
160K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
6.51K+ 1.15% |
$602K - $695K
|
572K
$60.1M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
6.45K+ 37.3% |
$597K - $689K
|
23.8K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.43K+ 2004.05% |
$595K - $686K
|
6.75K
$710K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
6.27K+ 3.71% |
$580K - $669K
|
175K
$18.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
6.26K+ 20.73% |
$579K - $668K
|
36.5K
$3.83M
|