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 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-280- 2.92% |
$25.9K - $29.9K
|
9.32K
$825K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-285- 2.48% |
$26.3K - $30.4K
|
11.2K
$993K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-307- 4.5% |
$28.4K - $32.8K
|
6.52K
$576K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-311- 1.02% |
$28.8K - $33.2K
|
30.1K
$2.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-342- 0.55% |
$31.6K - $36.5K
|
62.2K
$5.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-342- 0.29% |
$31.6K - $36.5K
|
117K
$10.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-356- 6.71% |
$32.9K - $38K
|
4.95K
$438K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-361- 0.71% |
$33.4K - $38.5K
|
50.7K
$4.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-365- 10.53% |
$33.7K - $38.9K
|
3.1K
$274K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-376- 5.31% |
$34.8K - $40.1K
|
6.71K
$594K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-382- 24.1% |
$35.3K - $40.8K
|
1.2K
$106K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-386- 9.14% |
$35.7K - $41.2K
|
3.84K
$339K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-399- 4.22% |
$36.9K - $42.6K
|
9.06K
$801K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-400- 4.29% |
$37K - $42.7K
|
8.92K
$789K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-403- 2.59% |
$37.3K - $43K
|
15.2K
$1.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-416- 58.35% |
$38.5K - $44.4K
|
297
$26.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-475- 0.31% |
$43.9K - $50.7K
|
155K
$13.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-480- 14.67% |
$44.4K - $51.2K
|
2.79K
$247K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-480- 0.95% |
$44.4K - $51.2K
|
50.2K
$4.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-498- 47.75% |
$46K - $53.1K
|
545
$48.2K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-540- 17.76% |
$49.9K - $57.6K
|
2.5K
$221K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-548- 2.56% |
$50.7K - $58.5K
|
20.9K
$1.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-552- 1.33% |
$51K - $58.9K
|
40.9K
$3.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-563- 8.72% |
$52K - $60.1K
|
5.89K
$521K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-571- 2.87% |
$52.8K - $60.9K
|
19.3K
$1.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-581- 3.15% |
$53.7K - $62K
|
17.8K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-585- 2.73% |
$54.1K - $62.4K
|
20.9K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-590- 8.06% |
$54.5K - $62.9K
|
6.73K
$596K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-636- 1.75% |
$58.8K - $67.9K
|
35.6K
$3.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-645- 2.4% |
$59.6K - $68.8K
|
26.2K
$2.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-658- 4.78% |
$60.8K - $70.2K
|
13.1K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-680- 10.05% |
$62.9K - $72.5K
|
6.09K
$539K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-783- 8.96% |
$72.4K - $83.5K
|
7.95K
$703K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-795- 0.85% |
$73.5K - $84.8K
|
92.7K
$8.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-852- 11.21% |
$78.8K - $90.9K
|
6.75K
$597K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-864- 0.57% |
$79.9K - $92.2K
|
152K
$13.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-893- 9.87% |
$82.6K - $95.3K
|
8.16K
$721K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-896- 10.28% |
$82.8K - $95.6K
|
7.82K
$692K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-904- 0.2% |
$83.6K - $96.4K
|
450K
$39.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-928- 8.44% |
$85.8K - $99K
|
10.1K
$890K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-936- 3.73% |
$86.5K - $99.9K
|
24.1K
$2.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-938- 4.83% |
$86.7K - $100K
|
18.5K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-983- 4.94% |
$90.9K - $105K
|
18.9K
$1.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1K- 4.75% |
$92.6K - $107K
|
20.1K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.04K- 0.1% |
$96.2K - $111K
|
1.03M
$90.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-1.11K- 13.52% |
$102K - $118K
|
7.07K
$625K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.2K- 3.18% |
$111K - $128K
|
36.6K
$3.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.21K- 1.63% |
$112K - $129K
|
73K
$6.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.55K- 16.64% |
$143K - $165K
|
7.77K
$687K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.64K- 9.79% |
$151K - $175K
|
15.1K
$1.33M
|