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 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50.2K+ 21.09% |
$4.17M - $5.53M
|
288K
$34.5M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
48.8K+ 75.18% |
$4.05M - $5.38M
|
114K
$13.6M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
47.7K+ 14.17% |
$3.96M - $5.25M
|
384K
$46M
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
46.7KNew |
$3.87M - $5.14M
|
46.7K
$5.59M
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
43.6K+ 10.68% |
$3.61M - $4.8M
|
451K
$54.1M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.1K+ 0.61% |
$3.58M - $4.75M
|
7.13M
$854M
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
41.9K+ 94.37% |
$3.48M - $4.61M
|
86.3K
$10.3M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.5K+ 0.25% |
$3.28M - $4.35M
|
15.6M
$1.87B
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
38K+ 14.21% |
$3.16M - $4.19M
|
306K
$36.6M
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
37.7KNew |
$3.13M - $4.15M
|
37.7K
$4.51M
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
37.6K+ 17.82% |
$3.12M - $4.14M
|
249K
$29.8M
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
37.5K+ 18.2% |
$3.11M - $4.13M
|
243K
$29.1M
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
36.7KNew |
$3.04M - $4.04M
|
36.7K
$4.39M
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
36K+ 289.76% |
$2.99M - $3.97M
|
48.5K
$5.8M
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35.8K+ 26.1% |
$2.97M - $3.95M
|
173K
$20.7M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.8KNew |
$2.72M - $3.61M
|
32.8K
$3.92M
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
32.1K+ 69.64% |
$2.66M - $3.53M
|
78.2K
$9.37M
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
31.3K+ 19.0% |
$2.6M - $3.45M
|
196K
$23.5M
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
30.2KNew |
$2.51M - $3.33M
|
30.2K
$3.62M
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
29.9K+ 143.06% |
$2.48M - $3.29M
|
50.8K
$6.08M
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
29.9K+ 5.22% |
$2.48M - $3.29M
|
602K
$72.1M
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
29.8K+ 15.4% |
$2.47M - $3.28M
|
223K
$26.7M
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
29.1K+ 25.29% |
$2.41M - $3.2M
|
144K
$17.2M
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
27.7K+ 22.23% |
$2.3M - $3.05M
|
152K
$18.2M
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
27.6KNew |
$2.29M - $3.04M
|
27.6K
$3.31M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
27.4K+ 4.13% |
$2.27M - $3.02M
|
692K
$82.8M
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
27K+ 1589.65% |
$2.24M - $2.98M
|
28.7K
$3.44M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
25.7K+ 5.72% |
$2.14M - $2.83M
|
476K
$57M
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
25.6K+ 38.08% |
$2.12M - $2.81M
|
92.7K
$11.1M
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
25.4K+ 9.83% |
$2.11M - $2.8M
|
284K
$34M
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
24.3K+ 30.58% |
$2.01M - $2.67M
|
104K
$12.4M
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
24.1K+ 330.18% |
$2M - $2.66M
|
31.5K
$3.77M
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
23.7K+ 11.6% |
$1.97M - $2.61M
|
228K
$27.3M
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22.2K+ 253.04% |
$1.85M - $2.45M
|
31K
$3.72M
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
22.1K+ 12.5% |
$1.83M - $2.43M
|
199K
$23.8M
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
21.4K+ 7.89% |
$1.78M - $2.36M
|
293K
$35.1M
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
19.3K+ 82.42% |
$1.6M - $2.13M
|
42.7K
$5.12M
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
18.6KNew |
$1.54M - $2.05M
|
18.6K
$2.23M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18.6K+ 7.2% |
$1.54M - $2.04M
|
276K
$33.1M
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
18.4KNew |
$1.53M - $2.03M
|
18.4K
$2.21M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
18.2K+ 13.88% |
$1.51M - $2.01M
|
149K
$17.9M
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
18K+ 139.79% |
$1.49M - $1.98M
|
30.8K
$3.69M
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
17.4K+ 51.95% |
$1.44M - $1.91M
|
50.9K
$6.09M
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
16.5K+ 435.63% |
$1.37M - $1.82M
|
20.3K
$2.44M
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
16.5KNew |
$1.37M - $1.82M
|
16.5K
$1.98M
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16.4K+ 12.84% |
$1.36M - $1.8M
|
144K
$17.2M
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
16.3K+ 81.09% |
$1.35M - $1.79M
|
36.3K
$4.35M
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
15.9K+ 2.1% |
$1.32M - $1.75M
|
774K
$92.7M
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.6K+ 3.38% |
$1.29M - $1.71M
|
476K
$57M
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
15.5K+ 12.23% |
$1.29M - $1.71M
|
142K
$17M
|