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 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.73K- 20.27% |
$160K - $185K
|
6.82K
$603K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-2.08K- 8.94% |
$192K - $221K
|
21.1K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.08K- 4.04% |
$192K - $222K
|
49.4K
$4.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.09K- 30.17% |
$193K - $223K
|
4.84K
$428K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.54K- 30.73% |
$234K - $270K
|
5.71K
$505K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.7K- 49.49% |
$249K - $288K
|
2.75K
$243K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.7K- 2.62% |
$250K - $288K
|
100K
$8.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.71K- 6.69% |
$250K - $289K
|
37.8K
$3.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-3.1K- 17.62% |
$286K - $331K
|
14.5K
$1.28M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-3.14K- 29.28% |
$290K - $334K
|
7.57K
$670K
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-3.38K- 5.85% |
$313K - $361K
|
54.4K
$4.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-3.55K- 53.52% |
$328K - $379K
|
3.09K
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.82K- 23.49% |
$353K - $408K
|
12.4K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.85K- 14.01% |
$356K - $411K
|
23.6K
$2.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-3.91K- 10.46% |
$361K - $417K
|
33.5K
$2.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-4.1K- 5.57% |
$379K - $437K
|
69.6K
$6.15M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-4.81K- 40.34% |
$444K - $513K
|
7.11K
$629K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-5.12K- 3.82% |
$473K - $546K
|
129K
$11.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.25K- 9.18% |
$485K - $560K
|
51.9K
$4.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-5.45K- 86.54% |
$504K - $582K
|
848
$75K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-5.87K- 2.94% |
$542K - $626K
|
194K
$17.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.39K- 8.43% |
$591K - $682K
|
69.5K
$6.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-6.39K- 2.57% |
$591K - $682K
|
242K
$21.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-6.41K- 14.38% |
$593K - $684K
|
38.2K
$3.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-6.72K- 5.91% |
$622K - $717K
|
107K
$9.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-6.8K- 22.57% |
$629K - $726K
|
23.3K
$2.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-8.13K- 5.75% |
$752K - $868K
|
133K
$11.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-8.72K- 6.86% |
$806K - $930K
|
118K
$10.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-10.6K- 77.28% |
$982K - $1.13M
|
3.12K
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-10.7K- 51.01% |
$989K - $1.14M
|
10.3K
$909K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-13.8K- 4.59% |
$1.28M - $1.47M
|
287K
$25.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-23.7K- 65.13% |
$2.19M - $2.53M
|
12.7K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-26K- 2.25% |
$2.4M - $2.77M
|
1.13M
$100M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-27.2K- 7.93% |
$2.51M - $2.9M
|
315K
$27.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-28.1K- 27.65% |
$2.6M - $3M
|
73.5K
$6.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-32.5K- 13.34% |
$3M - $3.47M
|
211K
$18.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-32.5K- 4.22% |
$3.01M - $3.47M
|
738K
$65.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-32.9K- 56.21% |
$3.05M - $3.51M
|
25.7K
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-37.7K- 20.89% |
$3.49M - $4.02M
|
143K
$12.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-49.8K- 79.48% |
$4.61M - $5.32M
|
12.9K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-57.4K- 20.5% |
$5.31M - $6.12M
|
223K
$19.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-80K- 98.48% |
$7.39M - $8.53M
|
1.23K
$109K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-276K- 20.35% |
$25.5M - $29.5M
|
1.08M
$95.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-519K- 98.92% |
$47.9M - $55.3M
|
5.65K
$500K
|