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 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-227K- 44.47% |
$18.8M - $25M
|
283K
$33.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-228K- 44.34% |
$18.9M - $25.1M
|
286K
$34.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-234K- 64.73% |
$19.4M - $25.8M
|
128K
$15.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-252K- 15.72% |
$20.9M - $27.7M
|
1.35M
$162M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-259K- 5.75% |
$21.5M - $28.5M
|
4.25M
$509M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-283K- 4.27% |
$23.5M - $31.2M
|
6.36M
$761M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-300K- 1.59% |
$24.9M - $33.1M
|
18.6M
$2.23B
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-315K- 7.98% |
$26.1M - $34.6M
|
3.63M
$435M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-347K- 17.29% |
$28.8M - $38.2M
|
1.66M
$199M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-386K- 53.71% |
$32M - $42.5M
|
332K
$39.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-423K- 56.57% |
$35.1M - $46.5M
|
325K
$38.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-728K- 16.28% |
$60.4M - $80.2M
|
3.75M
$449M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-743K- 56.44% |
$61.6M - $81.8M
|
573K
$68.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-874K- 76.97% |
$72.5M - $96.2M
|
262K
$31.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-883K- 64.53% |
$73.3M - $97.3M
|
486K
$58.1M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-883K- 64.53% |
$73.3M - $97.3M
|
486K
$58.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.74M- 38.63% |
$144M - $191M
|
2.76M
$331M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.7M- 5.62% |
$224M - $298M
|
45.4M
$5.43B
|