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 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.86K+ 6.5% |
$265K - $305K
|
46.9K
$4.93M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.78K+ 29.28% |
$257K - $296K
|
12.3K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
2.75KNew |
$255K - $294K
|
2.75K
$289K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.74KNew |
$253K - $292K
|
2.74K
$288K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.74K+ 35.86% |
$253K - $292K
|
10.4K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.72K+ 6.05% |
$252K - $291K
|
47.8K
$5.02M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
2.72K+ 60.93% |
$251K - $290K
|
7.18K
$754K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.71K+ 54.94% |
$251K - $289K
|
7.65K
$804K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.71K+ 6.25% |
$250K - $289K
|
46K
$4.84M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.64K+ 4.75% |
$244K - $282K
|
58.1K
$6.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.63K+ 4.56% |
$244K - $281K
|
60.4K
$6.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
2.63K+ 2.32% |
$243K - $280K
|
116K
$12.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.59KNew |
$239K - $276K
|
2.59K
$272K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.58K+ 0.9% |
$239K - $275K
|
290K
$30.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.58K+ 0.35% |
$238K - $275K
|
747K
$78.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.57K+ 40.61% |
$237K - $274K
|
8.89K
$934K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.56K+ 66.81% |
$237K - $273K
|
6.39K
$672K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.54K+ 37.94% |
$234K - $271K
|
9.22K
$969K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.52K+ 4.94% |
$233K - $269K
|
53.6K
$5.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.51KNew |
$232K - $268K
|
2.51K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.48KNew |
$230K - $265K
|
2.48K
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.45KNew |
$226K - $261K
|
2.45K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.43KNew |
$225K - $259K
|
2.43K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.43KNew |
$225K - $259K
|
2.43K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.43K+ 67.12% |
$224K - $259K
|
6.04K
$635K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.42KNew |
$224K - $259K
|
2.42K
$255K
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2.39K+ 2.18% |
$221K - $255K
|
112K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.37KNew |
$219K - $253K
|
2.37K
$249K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.37K+ 8.48% |
$219K - $253K
|
30.3K
$3.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.32K+ 100.26% |
$215K - $248K
|
4.64K
$487K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
2.31KNew |
$214K - $247K
|
2.31K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.29K+ 2.39% |
$211K - $244K
|
97.9K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.28K+ 1.59% |
$211K - $243K
|
146K
$15.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.24K+ 4.66% |
$207K - $239K
|
50.2K
$5.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.24KNew |
$207K - $239K
|
2.24K
$235K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.21K+ 0.77% |
$204K - $235K
|
289K
$30.4M
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
2.2K+ 81.05% |
$203K - $235K
|
4.91K
$516K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.19KNew |
$203K - $234K
|
2.19K
$231K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.17K+ 108600.0% |
$201K - $232K
|
2.17K
$228K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.16K+ 11.81% |
$200K - $231K
|
20.5K
$2.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.13K+ 6.83% |
$196K - $227K
|
33.2K
$3.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.09K+ 1.02% |
$193K - $223K
|
206K
$21.6M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.08K+ 0.28% |
$192K - $222K
|
735K
$77.2M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.06K+ 26.2% |
$191K - $220K
|
9.94K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.05K+ 5.37% |
$190K - $219K
|
40.3K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.05K+ 19.05% |
$189K - $219K
|
12.8K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.02K+ 5.42% |
$186K - $215K
|
39.2K
$4.12M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2K+ 25.01% |
$185K - $213K
|
9.98K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.99K+ 6.06% |
$184K - $213K
|
34.9K
$3.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.98K+ 1.96% |
$183K - $212K
|
103K
$10.8M
|