Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
3.4MNew |
$282M - $374M
|
3.4M
$407M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.59MNew |
$132M - $175M
|
1.59M
$190M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.31M+ 329.47% |
$109M - $144M
|
1.71M
$205M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.05M+ 3.2% |
$87.4M - $116M
|
34M
$4.07B
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
763K+ 11334.67% |
$63.3M - $84M
|
770K
$92.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
582K+ 84.75% |
$48.2M - $64M
|
1.27M
$152M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
564K+ 487.92% |
$46.8M - $62.1M
|
680K
$81.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
548K+ 6.89% |
$45.4M - $60.3M
|
8.5M
$1.02B
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
380K+ 104.42% |
$31.5M - $41.8M
|
744K
$89.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
352K+ 100.18% |
$29.2M - $38.8M
|
703K
$84.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
288K+ 49.58% |
$23.9M - $31.7M
|
869K
$104M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
234K+ 44.21% |
$19.4M - $25.8M
|
763K
$91.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
223KNew |
$18.5M - $24.5M
|
223K
$26.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
213K+ 13.19% |
$17.7M - $23.5M
|
1.83M
$219M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
BUY
|
- |
212K+ 644.06% |
$17.6M - $23.3M
|
244K
$29.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
205K+ 6.39% |
$17M - $22.6M
|
3.42M
$409M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
205K+ 572.22% |
$17M - $22.5M
|
240K
$28.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
177K+ 1093.98% |
$14.7M - $19.5M
|
194K
$23.2M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
171K+ 9.04% |
$14.2M - $18.9M
|
2.07M
$247M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
168KNew |
$13.9M - $18.5M
|
168K
$20.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
151K+ 94.54% |
$12.5M - $16.6M
|
311K
$37.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
151K+ 1230.23% |
$12.5M - $16.6M
|
163K
$19.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
132K+ 61.55% |
$11M - $14.5M
|
347K
$41.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
116K+ 10924.95% |
$9.63M - $12.8M
|
117K
$14M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
115K+ 346.07% |
$9.58M - $12.7M
|
149K
$17.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
114K+ 4219.15% |
$9.47M - $12.6M
|
117K
$14M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
98.8K+ 65.98% |
$8.2M - $10.9M
|
249K
$29.8M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
96.7K+ 5.43% |
$8.02M - $10.6M
|
1.88M
$225M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
91.6K+ 632.34% |
$7.6M - $10.1M
|
106K
$12.7M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
83.8K+ 48.04% |
$6.95M - $9.22M
|
258K
$30.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
81.3K+ 903.89% |
$6.74M - $8.95M
|
90.3K
$10.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
81.1K+ 770.17% |
$6.73M - $8.93M
|
91.6K
$11M
|
|
|
Jul 10, 2025
Q2 2025
|
Polianta LTD
|
BUY
|
- |
77.9KNew |
$6.46M - $8.58M
|
77.9K
$9.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
77.8K+ 4.19% |
$6.46M - $8.57M
|
1.93M
$232M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
77.6K+ 47.34% |
$6.43M - $8.54M
|
241K
$28.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
76.5K+ 1.39% |
$6.34M - $8.42M
|
5.57M
$667M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
75.7K+ 11.94% |
$6.28M - $8.34M
|
710K
$85M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
71.3K+ 36.86% |
$5.92M - $7.85M
|
265K
$31.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.6K+ 1.88% |
$5.52M - $7.33M
|
3.6M
$431M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
64.4K+ 193.91% |
$5.35M - $7.09M
|
97.7K
$11.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
BUY
|
- |
63K+ 19.17% |
$5.22M - $6.93M
|
391K
$46.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
61.7KNew |
$5.12M - $6.79M
|
61.7K
$7.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
60.6K+ 30.52% |
$5.03M - $6.67M
|
259K
$31M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
58.6K+ 32.05% |
$4.86M - $6.45M
|
241K
$28.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
55.5KNew |
$4.6M - $6.11M
|
55.5K
$6.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
53.6K+ 348.58% |
$4.45M - $5.9M
|
69K
$8.26M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
52.9K+ 20.15% |
$4.39M - $5.82M
|
315K
$37.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
52.4K+ 342.42% |
$4.35M - $5.77M
|
67.7K
$8.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
51.9KNew |
$4.31M - $5.72M
|
51.9K
$6.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
51.6KNew |
$4.28M - $5.68M
|
51.6K
$6.18M
|