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
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
6.25K+ 1.7% |
$577K - $666K
|
374K
$39.3M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.2K+ 7.39% |
$573K - $661K
|
90.1K
$9.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
6.18KNew |
$571K - $659K
|
6.18K
$649K
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
6.08K+ 0.96% |
$562K - $648K
|
637K
$67M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.07K+ 3.93% |
$561K - $647K
|
160K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.94K+ 106.88% |
$549K - $633K
|
11.5K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.82K+ 4.36% |
$538K - $621K
|
139K
$14.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.8K+ 45.35% |
$536K - $618K
|
18.6K
$1.95M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
5.67K+ 2.2% |
$524K - $604K
|
264K
$27.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5.64K+ 90.75% |
$521K - $602K
|
11.9K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
5.61K+ 22.93% |
$518K - $598K
|
30.1K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.6K+ 0.34% |
$518K - $597K
|
1.66M
$174M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.57KNew |
$515K - $594K
|
5.57K
$585K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.5KNew |
$508K - $587K
|
5.5K
$578K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.28K+ 4.5% |
$488K - $563K
|
123K
$12.9M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
5.28K+ 5.41% |
$488K - $563K
|
103K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.23K+ 8.7% |
$483K - $558K
|
65.3K
$6.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.21K+ 1.84% |
$482K - $556K
|
289K
$30.4M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
5.19K+ 55.24% |
$479K - $553K
|
14.6K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
5.15K+ 20.64% |
$476K - $549K
|
30.1K
$3.16M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.12K+ 8.8% |
$473K - $546K
|
63.2K
$6.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
5.07K+ 6.0% |
$468K - $540K
|
89.5K
$9.41M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.06KNew |
$468K - $540K
|
5.06K
$532K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.06K+ 9.28% |
$468K - $540K
|
59.6K
$6.26M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
5K+ 2.9% |
$462K - $533K
|
178K
$18.7M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.99KNew |
$462K - $533K
|
4.99K
$525K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.88K+ 4.33% |
$451K - $520K
|
118K
$12.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.79K+ 62.0% |
$442K - $511K
|
12.5K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4.69K+ 18.95% |
$434K - $501K
|
29.5K
$3.1M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
4.57K+ 1.41% |
$423K - $488K
|
329K
$34.5M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.56K+ 8.0% |
$422K - $487K
|
61.6K
$6.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.53K+ 2.73% |
$419K - $483K
|
170K
$17.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.53K+ 4.27% |
$418K - $483K
|
110K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.49KNew |
$415K - $479K
|
4.49K
$472K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.48K+ 40.87% |
$414K - $478K
|
15.4K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.47K+ 551.66% |
$414K - $477K
|
5.29K
$555K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.4KNew |
$406K - $469K
|
4.4K
$462K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.39K+ 190.49% |
$406K - $468K
|
6.69K
$703K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.37K+ 38.96% |
$404K - $466K
|
15.6K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
4.31K+ 2.08% |
$398K - $460K
|
211K
$22.2M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.21K+ 79.9% |
$389K - $449K
|
9.47K
$995K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
4.17KNew |
$386K - $445K
|
4.17K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.14KNew |
$382K - $441K
|
4.14K
$435K
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
4.13KNew |
$382K - $441K
|
4.13K
$434K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.1K+ 12.28% |
$379K - $438K
|
37.5K
$3.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4.09K+ 117.16% |
$378K - $436K
|
7.58K
$797K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
4.06K+ 2.91% |
$375K - $433K
|
143K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4K+ 158.59% |
$370K - $427K
|
6.52K
$685K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.98K+ 17.97% |
$368K - $425K
|
26.1K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.96K+ 17.59% |
$366K - $423K
|
26.5K
$2.78M
|