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 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.95KNew |
$180K - $208K
|
1.95K
$205K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.95K+ 10.4% |
$180K - $208K
|
20.7K
$2.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.94KNew |
$179K - $207K
|
1.94K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
1.93K+ 0.81% |
$178K - $206K
|
239K
$25.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
BUY
|
- |
1.87K+ 1.92% |
$173K - $200K
|
99.5K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.82K+ 10.33% |
$168K - $194K
|
19.4K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.79K+ 1.24% |
$166K - $191K
|
146K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.76K+ 14.86% |
$163K - $188K
|
13.6K
$1.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.74K+ 3.71% |
$160K - $185K
|
48.6K
$5.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.7K+ 5.66% |
$157K - $182K
|
31.8K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.7K+ 71.0% |
$157K - $181K
|
4.09K
$430K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.69K+ 0.76% |
$156K - $180K
|
225K
$23.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.69K+ 67.74% |
$156K - $180K
|
4.18K
$439K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.68K+ 7.52% |
$156K - $180K
|
24.1K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.64K+ 10.31% |
$152K - $175K
|
17.6K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.64K+ 28.32% |
$152K - $175K
|
7.43K
$781K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
1.61K+ 7.23% |
$149K - $172K
|
23.9K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.61K+ 2.04% |
$149K - $172K
|
80.4K
$8.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
1.58K+ 17.59% |
$146K - $169K
|
10.6K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.58K+ 44.73% |
$146K - $168K
|
5.1K
$536K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.56K+ 1.27% |
$144K - $166K
|
125K
$13.1M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.55K+ 2.95% |
$144K - $166K
|
54.2K
$5.7M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.52K+ 2.74% |
$141K - $162K
|
57K
$5.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.51K+ 4.99% |
$140K - $161K
|
31.8K
$3.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.5K+ 167.98% |
$138K - $160K
|
2.39K
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 2.64% |
$138K - $159K
|
58K
$6.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.48K+ 5.04% |
$137K - $158K
|
30.9K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.47K+ 0.75% |
$136K - $157K
|
199K
$20.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.41K+ 4.46% |
$131K - $151K
|
33.1K
$3.48M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.41K+ 19.78% |
$130K - $150K
|
8.54K
$898K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.39K+ 7.15% |
$129K - $149K
|
20.9K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.39K+ 7.03% |
$129K - $149K
|
21.2K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
1.38K+ 40.86% |
$127K - $147K
|
4.74K
$499K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.36K+ 22.5% |
$126K - $145K
|
7.42K
$780K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.36K+ 21.65% |
$126K - $145K
|
7.65K
$804K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.33K+ 151.89% |
$123K - $142K
|
2.2K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.32K+ 25.02% |
$122K - $141K
|
6.59K
$692K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.28K+ 2.18% |
$118K - $136K
|
59.9K
$6.3M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.26K+ 2.7% |
$116K - $134K
|
47.9K
$5.03M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.24K+ 2.48% |
$114K - $132K
|
51.2K
$5.38M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.22K+ 168.28% |
$112K - $130K
|
1.94K
$204K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.21K+ 3.53% |
$112K - $130K
|
35.6K
$3.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.2K+ 21.26% |
$111K - $128K
|
6.84K
$719K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.19K+ 9.01% |
$110K - $127K
|
14.4K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.16K+ 8.23% |
$108K - $124K
|
15.3K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.16K+ 0.92% |
$107K - $124K
|
127K
$13.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.16K+ 2.57% |
$107K - $124K
|
46.3K
$4.86M
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.16K+ 1.86% |
$107K - $123K
|
63.2K
$6.64M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.14K+ 3.52% |
$106K - $122K
|
33.6K
$3.54M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.13K+ 1.31% |
$105K - $121K
|
87.3K
$9.17M
|