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 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.13K+ 3.5% |
$104K - $120K
|
33.3K
$3.5M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.11K+ 1.4% |
$103K - $118K
|
80.2K
$8.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.11K+ 0.72% |
$102K - $118K
|
154K
$16.2M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.11K+ 0.1% |
$102K - $118K
|
1.11M
$116M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.1K+ 14.37% |
$102K - $118K
|
8.78K
$923K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.1K+ 4.86% |
$101K - $117K
|
23.6K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.08K+ 0.89% |
$100K - $116K
|
122K
$12.8M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.07K+ 11.13% |
$98.7K - $114K
|
10.7K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.05K+ 2.83% |
$97.1K - $112K
|
38.2K
$4.01M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.03K+ 43.13% |
$95.5K - $110K
|
3.43K
$360K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.03KNew |
$95.3K - $110K
|
1.03K
$108K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.03K+ 31.66% |
$95.1K - $110K
|
4.28K
$450K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.03K+ 8.55% |
$95.1K - $110K
|
13.1K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.02K+ 1.42% |
$94.4K - $109K
|
72.9K
$7.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.02K+ 31.47% |
$94.3K - $109K
|
4.26K
$448K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.01K+ 9.63% |
$93.1K - $107K
|
11.5K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
995+ 0.4% |
$92K - $106K
|
249K
$26.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
974+ 1.6% |
$90K - $104K
|
61.7K
$6.48M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
963+ 40.07% |
$89K - $103K
|
3.37K
$354K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
950+ 11.88% |
$87.8K - $101K
|
8.95K
$941K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
937+ 1.54% |
$86.6K - $100K
|
61.7K
$6.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
928+ 59.68% |
$85.8K - $99K
|
2.48K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
916+ 113.65% |
$84.7K - $97.7K
|
1.72K
$181K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
915+ 5.89% |
$84.6K - $97.6K
|
16.5K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
909+ 1.22% |
$84K - $97K
|
75.4K
$7.93M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
908+ 1.77% |
$83.9K - $96.9K
|
52.3K
$5.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
907+ 64.83% |
$83.9K - $96.8K
|
2.31K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
907+ 13.47% |
$83.9K - $96.8K
|
7.64K
$803K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
895+ 0.72% |
$82.7K - $95.5K
|
126K
$13.2M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
889+ 1.77% |
$82.2K - $94.8K
|
51K
$5.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
881+ 1.18% |
$81.4K - $94K
|
75.6K
$7.95M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
880+ 4.73% |
$81.4K - $93.9K
|
19.5K
$2.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
878+ 27.9% |
$81.2K - $93.7K
|
4.03K
$423K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
875+ 4.58% |
$80.9K - $93.4K
|
20K
$2.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
865New |
$80K - $92.3K
|
865
$90.9K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
865New |
$80K - $92.3K
|
865
$90.9K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
857+ 7.06% |
$79.2K - $91.4K
|
13K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
854New |
$79K - $91.1K
|
854
$89.8K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
847+ 11.47% |
$78.3K - $90.4K
|
8.23K
$865K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
839+ 0.76% |
$77.6K - $89.5K
|
111K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
821+ 7.68% |
$75.9K - $87.6K
|
11.5K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
797+ 12.57% |
$73.7K - $85K
|
7.14K
$750K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
797+ 46.77% |
$73.7K - $85K
|
2.5K
$263K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
795+ 0.5% |
$73.5K - $84.8K
|
159K
$16.7M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
792+ 4.69% |
$73.2K - $84.5K
|
17.7K
$1.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
791+ 7.32% |
$73.1K - $84.4K
|
11.6K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
BUY
|
- |
770+ 11.27% |
$71.2K - $82.2K
|
7.6K
$799K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
758+ 14.97% |
$70.1K - $80.9K
|
5.82K
$612K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
742+ 6.92% |
$68.6K - $79.2K
|
11.5K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
722New |
$66.7K - $77K
|
722
$75.9K
|