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 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.96KNew |
$366K - $422K
|
3.96K
$416K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.96KNew |
$366K - $422K
|
3.96K
$416K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
3.93K+ 2.7% |
$363K - $419K
|
149K
$15.7M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.92KNew |
$362K - $418K
|
3.92K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.84KNew |
$355K - $409K
|
3.84K
$403K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.82K+ 3.44% |
$353K - $408K
|
115K
$12.1M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.81K+ 32.31% |
$352K - $407K
|
15.6K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
3.8KNew |
$351K - $406K
|
3.8K
$399K
|
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
3.7KNew |
$342K - $395K
|
3.7K
$389K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
3.69K+ 8.01% |
$342K - $394K
|
49.8K
$5.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.64K+ 31.86% |
$336K - $388K
|
15.1K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
3.63KNew |
$336K - $387K
|
3.63K
$381K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.62KNew |
$335K - $387K
|
3.62K
$381K
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
3.62K+ 3.14% |
$335K - $386K
|
119K
$12.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
3.61K+ 3.96% |
$334K - $385K
|
94.7K
$9.96M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.6K+ 12.48% |
$333K - $384K
|
32.5K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.55K+ 2.2% |
$328K - $378K
|
165K
$17.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.51K+ 0.61% |
$325K - $375K
|
581K
$61.1M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.49K+ 11.7% |
$323K - $373K
|
33.4K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
3.49K+ 159.9% |
$323K - $372K
|
5.67K
$596K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.48K+ 20.17% |
$322K - $371K
|
20.7K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.48K+ 13.82% |
$322K - $371K
|
28.7K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.45KNew |
$319K - $368K
|
3.45K
$362K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
3.44KNew |
$318K - $366K
|
3.44K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.42K+ 38.17% |
$316K - $365K
|
12.4K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.38K+ 3.24% |
$312K - $361K
|
108K
$11.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.35K+ 2.34% |
$309K - $357K
|
147K
$15.4M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.34KNew |
$309K - $356K
|
3.34K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.3K+ 6.65% |
$305K - $352K
|
52.9K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.28KNew |
$303K - $349K
|
3.28K
$344K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
3.25K+ 48.17% |
$301K - $347K
|
10K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.25K+ 4.14% |
$301K - $347K
|
81.8K
$8.6M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.24K+ 14.83% |
$299K - $345K
|
25.1K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
3.24K+ 4.74% |
$299K - $345K
|
71.5K
$7.52M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.18K+ 29.65% |
$294K - $339K
|
13.9K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.18K+ 1.33% |
$294K - $339K
|
241K
$25.4M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.16K+ 2.77% |
$292K - $337K
|
117K
$12.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.11K+ 1.48% |
$288K - $332K
|
214K
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.1K+ 1.23% |
$287K - $331K
|
254K
$26.7M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
3.08K+ 741.11% |
$285K - $329K
|
3.5K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.07K+ 8.62% |
$284K - $328K
|
38.7K
$4.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.04K+ 13.05% |
$281K - $325K
|
26.4K
$2.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.03K+ 4.68% |
$280K - $323K
|
67.7K
$7.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.02KNew |
$280K - $323K
|
3.02K
$318K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
3K+ 5.6% |
$278K - $320K
|
56.6K
$5.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.99K+ 8.59% |
$277K - $319K
|
37.8K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.99K+ 53.21% |
$276K - $319K
|
8.6K
$904K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.95K+ 96.75% |
$272K - $314K
|
5.99K
$629K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.94KNew |
$272K - $314K
|
2.94K
$309K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.92K+ 12.64% |
$270K - $311K
|
26K
$2.73M
|