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 |
|---|---|---|---|---|---|---|---|
|
Sep 19, 2025
Q1 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
6.45KNew |
$596K - $688K
|
6.45K
$772K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.43K+ 2004.05% |
$595K - $686K
|
6.75K
$809K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
6.27K+ 3.71% |
$580K - $669K
|
175K
$21M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
6.26K+ 20.73% |
$579K - $668K
|
36.5K
$4.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
6.25K+ 1.7% |
$577K - $666K
|
374K
$44.8M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.2K+ 7.39% |
$573K - $661K
|
90.1K
$10.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
6.18KNew |
$571K - $659K
|
6.18K
$740K
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
6.08K+ 0.96% |
$562K - $648K
|
637K
$76.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.07K+ 3.93% |
$561K - $647K
|
160K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.94K+ 106.88% |
$549K - $633K
|
11.5K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.82K+ 4.36% |
$538K - $621K
|
139K
$16.7M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
5.8KNew |
$536K - $619K
|
5.8K
$695K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.8K+ 45.35% |
$536K - $618K
|
18.6K
$2.22M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
5.67K+ 2.2% |
$524K - $604K
|
264K
$31.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5.64K+ 90.75% |
$521K - $602K
|
11.9K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
5.61K+ 22.93% |
$518K - $598K
|
30.1K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.6K+ 0.34% |
$518K - $597K
|
1.66M
$199M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.57KNew |
$515K - $594K
|
5.57K
$667K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.5KNew |
$508K - $587K
|
5.5K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.28K+ 4.5% |
$488K - $563K
|
123K
$14.7M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
5.28K+ 5.41% |
$488K - $563K
|
103K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.23K+ 8.7% |
$483K - $558K
|
65.3K
$7.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.21K+ 1.84% |
$482K - $556K
|
289K
$34.6M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
5.19K+ 55.24% |
$479K - $553K
|
14.6K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
5.15K+ 20.64% |
$476K - $549K
|
30.1K
$3.6M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.12K+ 8.8% |
$473K - $546K
|
63.2K
$7.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
5.07K+ 6.0% |
$468K - $540K
|
89.5K
$10.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.06KNew |
$468K - $540K
|
5.06K
$606K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.06K+ 9.28% |
$468K - $540K
|
59.6K
$7.14M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
5K+ 2.9% |
$462K - $533K
|
178K
$21.3M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.99KNew |
$462K - $533K
|
4.99K
$598K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.88K+ 4.33% |
$451K - $520K
|
118K
$14.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.79K+ 62.0% |
$442K - $511K
|
12.5K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4.69K+ 18.95% |
$434K - $501K
|
29.5K
$3.53M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
4.57K+ 1.41% |
$423K - $488K
|
329K
$39.3M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.56K+ 8.0% |
$422K - $487K
|
61.6K
$7.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.53K+ 2.73% |
$419K - $483K
|
170K
$20.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.53K+ 4.27% |
$418K - $483K
|
110K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.49KNew |
$415K - $479K
|
4.49K
$538K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.48K+ 40.87% |
$414K - $478K
|
15.4K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.47K+ 551.66% |
$414K - $477K
|
5.29K
$633K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.4KNew |
$406K - $469K
|
4.4K
$526K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.39K+ 190.49% |
$406K - $468K
|
6.69K
$802K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.37K+ 38.96% |
$404K - $466K
|
15.6K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
4.31K+ 2.08% |
$398K - $460K
|
211K
$25.3M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.21K+ 79.9% |
$389K - $449K
|
9.47K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
4.17KNew |
$386K - $445K
|
4.17K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.14KNew |
$382K - $441K
|
4.14K
$495K
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
4.13KNew |
$382K - $441K
|
4.13K
$495K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.1K+ 12.28% |
$379K - $438K
|
37.5K
$4.49M
|