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 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
15K+ 22.74% |
$1.24M - $1.65M
|
80.8K
$9.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
14.2K+ 6.16% |
$1.18M - $1.57M
|
246K
$29.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
14.1K+ 1.67% |
$1.17M - $1.55M
|
860K
$103M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14K+ 1.12% |
$1.16M - $1.54M
|
1.26M
$151M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.8K+ 0.42% |
$1.15M - $1.52M
|
3.33M
$399M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
13.8K+ 15.98% |
$1.15M - $1.52M
|
100K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
13.7K+ 258.07% |
$1.14M - $1.51M
|
19.1K
$2.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
13.1KNew |
$1.09M - $1.44M
|
13.1K
$1.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13K+ 47.18% |
$1.07M - $1.43M
|
40.4K
$4.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13K+ 1.99% |
$1.07M - $1.43M
|
664K
$79.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
12.8KNew |
$1.06M - $1.41M
|
12.8K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
12.7K+ 165.11% |
$1.05M - $1.4M
|
20.4K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.4KNew |
$1.03M - $1.37M
|
12.4K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.4K+ 67.22% |
$1.03M - $1.37M
|
30.8K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
11.9K+ 11.13% |
$988K - $1.31M
|
119K
$14.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
11.5K+ 87.24% |
$954K - $1.27M
|
24.7K
$2.95M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
11.4K+ 13.55% |
$945K - $1.25M
|
95.5K
$11.4M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
11.4KNew |
$943K - $1.25M
|
11.4K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
11.3K+ 175.09% |
$934K - $1.24M
|
17.7K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11.2K+ 166.46% |
$933K - $1.24M
|
18K
$2.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.2K+ 2.7% |
$933K - $1.24M
|
428K
$51.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
11.1K+ 475.51% |
$922K - $1.22M
|
13.4K
$1.61M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
11K+ 162.85% |
$911K - $1.21M
|
17.7K
$2.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.9K+ 84.46% |
$903K - $1.2M
|
23.8K
$2.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.6K+ 142.27% |
$877K - $1.16M
|
18K
$2.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.5K+ 53.99% |
$869K - $1.15M
|
29.9K
$3.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
10.4KNew |
$859K - $1.14M
|
10.4K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
10.3KNew |
$858K - $1.14M
|
10.3K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 65.77% |
$850K - $1.13M
|
25.8K
$3.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
10.2K+ 9.22% |
$845K - $1.12M
|
121K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10K+ 32.95% |
$833K - $1.11M
|
40.5K
$4.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10KNew |
$832K - $1.1M
|
10K
$1.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.96KNew |
$826K - $1.1M
|
9.96K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.72K+ 21.68% |
$806K - $1.07M
|
54.5K
$6.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
9.59KNew |
$796K - $1.06M
|
9.59K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.54K+ 57.57% |
$792K - $1.05M
|
26.1K
$3.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.54K+ 163.8% |
$791K - $1.05M
|
15.4K
$1.84M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
9.5KNew |
$788K - $1.05M
|
9.5K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
9.46K+ 103.91% |
$785K - $1.04M
|
18.6K
$2.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
9.44K+ 73.72% |
$783K - $1.04M
|
22.2K
$2.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
9.39KNew |
$779K - $1.03M
|
9.39K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
9.03KNew |
$749K - $994K
|
9.03K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.91K+ 10.09% |
$739K - $981K
|
97.2K
$11.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.91K+ 1.47% |
$739K - $980K
|
616K
$73.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8.87K+ 11.41% |
$736K - $977K
|
86.6K
$10.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.63K+ 38.07% |
$716K - $950K
|
31.3K
$3.75M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.55K+ 234.52% |
$710K - $942K
|
12.2K
$1.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.47K+ 5.44% |
$703K - $932K
|
164K
$19.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
8.45KNew |
$701K - $930K
|
8.45K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
8.43KNew |
$699K - $928K
|
8.43K
$1.01M
|