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 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
3K+ 5.6% |
$278K - $320K
|
56.6K
$6.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.99K+ 8.59% |
$277K - $319K
|
37.8K
$4.53M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.99K+ 53.21% |
$276K - $319K
|
8.6K
$1.03M
|
|
|
Aug 13, 2025
Q1 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
2.96K+ 3.65% |
$274K - $316K
|
84.1K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.95K+ 96.75% |
$272K - $314K
|
5.99K
$717K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.94KNew |
$272K - $314K
|
2.94K
$353K
|
|
|
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
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.86K+ 6.5% |
$265K - $305K
|
46.9K
$5.61M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.78K+ 29.28% |
$257K - $296K
|
12.3K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
2.75KNew |
$255K - $294K
|
2.75K
$330K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.74KNew |
$253K - $292K
|
2.74K
$328K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.74K+ 35.86% |
$253K - $292K
|
10.4K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.72K+ 6.05% |
$252K - $291K
|
47.8K
$5.72M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
2.72K+ 60.93% |
$251K - $290K
|
7.18K
$859K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.71K+ 54.94% |
$251K - $289K
|
7.65K
$916K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.71K+ 6.25% |
$250K - $289K
|
46K
$5.51M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.64K+ 4.75% |
$244K - $282K
|
58.1K
$6.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.63K+ 4.56% |
$244K - $281K
|
60.4K
$7.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
2.63K+ 2.32% |
$243K - $280K
|
116K
$13.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.59KNew |
$239K - $276K
|
2.59K
$310K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.58K+ 0.9% |
$239K - $275K
|
290K
$34.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.58K+ 0.35% |
$238K - $275K
|
747K
$89.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.57K+ 40.61% |
$237K - $274K
|
8.89K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.56K+ 66.81% |
$237K - $273K
|
6.39K
$766K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.55KNew |
$235K - $272K
|
2.55K
$305K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.54K+ 37.94% |
$234K - $271K
|
9.22K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.52K+ 4.94% |
$233K - $269K
|
53.6K
$6.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.51KNew |
$232K - $268K
|
2.51K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.48KNew |
$230K - $265K
|
2.48K
$297K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.45KNew |
$226K - $261K
|
2.45K
$293K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.43KNew |
$225K - $259K
|
2.43K
$291K
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.43KNew |
$225K - $259K
|
2.43K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.43K+ 67.12% |
$224K - $259K
|
6.04K
$724K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.42KNew |
$224K - $259K
|
2.42K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2.39K+ 2.18% |
$221K - $255K
|
112K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.37KNew |
$219K - $253K
|
2.37K
$284K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.37K+ 8.48% |
$219K - $253K
|
30.3K
$3.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.32K+ 100.26% |
$215K - $248K
|
4.64K
$555K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
2.31KNew |
$214K - $247K
|
2.31K
$277K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.29K+ 2.39% |
$211K - $244K
|
97.9K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.28K+ 1.59% |
$211K - $243K
|
146K
$17.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.24K+ 4.66% |
$207K - $239K
|
50.2K
$6.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.24KNew |
$207K - $239K
|
2.24K
$268K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.21K+ 0.77% |
$204K - $235K
|
289K
$34.6M
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
2.2K+ 81.05% |
$203K - $235K
|
4.91K
$588K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.19KNew |
$203K - $234K
|
2.19K
$263K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.17K+ 108600.0% |
$201K - $232K
|
2.17K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.16K+ 11.81% |
$200K - $231K
|
20.5K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.13K+ 6.83% |
$196K - $227K
|
33.2K
$3.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.09K+ 1.02% |
$193K - $223K
|
206K
$24.7M
|