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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.42K+ 6.5% |
$698K - $926K
|
138K
$16.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8.33K+ 17.76% |
$691K - $917K
|
55.2K
$6.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.09K+ 207.94% |
$671K - $891K
|
12K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
8.02K+ 0.29% |
$665K - $882K
|
2.79M
$334M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.86KNew |
$652K - $865K
|
7.86K
$941K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.81K+ 3.51% |
$648K - $860K
|
230K
$27.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.76K+ 187.5% |
$644K - $854K
|
11.9K
$1.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.69K+ 141.58% |
$638K - $847K
|
13.1K
$1.57M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.68K+ 281.21% |
$637K - $845K
|
10.4K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
7.41KNew |
$614K - $815K
|
7.41K
$887K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
7.24K+ 0.67% |
$601K - $797K
|
1.08M
$130M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7.2K+ 2.02% |
$598K - $793K
|
364K
$43.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
7.13K+ 0.63% |
$591K - $784K
|
1.14M
$136M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
7.05K+ 300.51% |
$585K - $776K
|
9.4K
$1.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.05K+ 31.15% |
$585K - $776K
|
29.7K
$3.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.98K+ 54.98% |
$579K - $769K
|
19.7K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.94K+ 5.84% |
$575K - $764K
|
126K
$15.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.94K+ 2.84% |
$575K - $764K
|
251K
$30M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6.93K+ 64.45% |
$575K - $763K
|
17.7K
$2.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
6.93K+ 15.56% |
$575K - $763K
|
51.5K
$6.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.76K+ 114.01% |
$561K - $744K
|
12.7K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
6.75K+ 17.76% |
$560K - $743K
|
44.8K
$5.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.68K+ 0.74% |
$554K - $736K
|
914K
$109M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.67KNew |
$554K - $735K
|
6.67K
$799K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
6.66K+ 6.27% |
$552K - $733K
|
113K
$13.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
6.61K+ 33.93% |
$548K - $727K
|
26.1K
$3.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
6.58KNew |
$546K - $724K
|
6.58K
$788K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
6.3K+ 4.93% |
$522K - $693K
|
134K
$16M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
6.28K+ 16.42% |
$521K - $691K
|
44.5K
$5.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.25K+ 8.14% |
$519K - $688K
|
83K
$9.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
6.17K+ 8.05% |
$512K - $680K
|
82.8K
$9.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.16K+ 7.29% |
$511K - $678K
|
90.7K
$10.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.1KNew |
$506K - $671K
|
6.1K
$730K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
6K+ 5.1% |
$498K - $660K
|
124K
$14.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
5.79KNew |
$480K - $637K
|
5.79K
$693K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5.78KNew |
$480K - $637K
|
5.78K
$693K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
5.77K+ 12.07% |
$478K - $635K
|
53.5K
$6.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
5.69KNew |
$472K - $627K
|
5.69K
$682K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.5K+ 1.1% |
$457K - $606K
|
507K
$60.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.45KNew |
$452K - $600K
|
5.45K
$653K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.37K+ 633.25% |
$445K - $591K
|
6.22K
$745K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.25KNew |
$435K - $578K
|
5.25K
$628K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.09K+ 3.47% |
$422K - $560K
|
152K
$18.2M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
5.07KNew |
$421K - $559K
|
5.07K
$608K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
5.06KNew |
$420K - $557K
|
5.06K
$606K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
5.06K+ 13.39% |
$419K - $557K
|
42.8K
$5.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.04K+ 75.21% |
$418K - $555K
|
11.7K
$1.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.03K+ 6.74% |
$417K - $553K
|
79.6K
$9.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4.92KNew |
$408K - $541K
|
4.92K
$589K
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4.88KNew |
$405K - $537K
|
4.88K
$584K
|