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
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.2KNew |
$265K - $352K
|
3.2K
$383K
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3.19K+ 3.26% |
$265K - $351K
|
101K
$12.1M
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.17KNew |
$263K - $349K
|
3.17K
$380K
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
3.09KNew |
$256K - $340K
|
3.09K
$370K
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
3.02K+ 40.85% |
$250K - $332K
|
10.4K
$1.24M
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
BUY
|
- |
3K+ 34.29% |
$249K - $330K
|
11.8K
$1.41M
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.97K+ 10.09% |
$247K - $327K
|
32.4K
$3.89M
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.85KNew |
$237K - $314K
|
2.85K
$341K
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.85K+ 5.26% |
$236K - $313K
|
57K
$6.82M
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.84KNew |
$235K - $312K
|
2.84K
$340K
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.83KNew |
$235K - $311K
|
2.83K
$339K
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.83KNew |
$235K - $311K
|
2.83K
$339K
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.79K+ 9.74% |
$232K - $307K
|
31.4K
$3.77M
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.74K+ 16.05% |
$227K - $301K
|
19.8K
$2.37M
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.73K+ 3.52% |
$227K - $301K
|
80.3K
$9.62M
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
2.69K+ 2.73% |
$223K - $296K
|
101K
$12.1M
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.68K+ 28.05% |
$222K - $295K
|
12.2K
$1.47M
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.67K+ 40.73% |
$222K - $294K
|
9.23K
$1.11M
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.66K+ 53.22% |
$221K - $293K
|
7.65K
$916K
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.66KNew |
$220K - $292K
|
2.66K
$318K
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.66KNew |
$220K - $292K
|
2.66K
$318K
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.65K+ 7.01% |
$220K - $292K
|
40.5K
$4.85M
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.59KNew |
$215K - $285K
|
2.59K
$310K
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.57KNew |
$213K - $283K
|
2.57K
$308K
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
2.57KNew |
$213K - $283K
|
2.57K
$307K
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.54KNew |
$211K - $280K
|
2.54K
$304K
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
2.51K+ 20.36% |
$208K - $277K
|
14.9K
$1.78M
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.5K+ 3.06% |
$207K - $275K
|
84.3K
$10.1M
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.49KNew |
$206K - $274K
|
2.49K
$298K
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.48K+ 21.59% |
$206K - $273K
|
14K
$1.67M
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
2.48K+ 1.02% |
$206K - $273K
|
245K
$29.3M
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.48K+ 4.1% |
$205K - $273K
|
62.8K
$7.52M
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.47K+ 1.38% |
$205K - $272K
|
181K
$21.7M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.46K+ 0.68% |
$204K - $271K
|
363K
$43.4M
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
2.4K+ 78.37% |
$199K - $264K
|
5.47K
$655K
|
|
Aug 06, 2025
Q2 2025
|
Florin Court Capital LLP
|
BUY
|
- |
2.4K+ 3.38% |
$199K - $264K
|
73.4K
$8.79M
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.38K+ 109.75% |
$197K - $262K
|
4.54K
$544K
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
2.37KNew |
$197K - $261K
|
2.37K
$284K
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.36KNew |
$196K - $260K
|
2.36K
$283K
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.35KNew |
$195K - $259K
|
2.35K
$282K
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.34KNew |
$194K - $258K
|
2.34K
$280K
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.33KNew |
$193K - $256K
|
2.33K
$278K
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.31K+ 90.79% |
$191K - $254K
|
4.85K
$581K
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.31K+ 6.94% |
$191K - $254K
|
35.5K
$4.26M
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.31K+ 6.32% |
$191K - $254K
|
38.8K
$4.64M
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
2.28K+ 4.58% |
$189K - $251K
|
52.1K
$6.24M
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.28KNew |
$189K - $250K
|
2.28K
$272K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.24K+ 0.66% |
$186K - $246K
|
341K
$40.9M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.22KNew |
$184K - $244K
|
2.22K
$266K
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.2KNew |
$183K - $242K
|
2.2K
$263K
|