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 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.2K+ 3.08% |
$182K - $242K
|
73.6K
$8.81M
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
2.2KNew |
$182K - $242K
|
2.2K
$263K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.19K+ 7.94% |
$182K - $241K
|
29.8K
$3.57M
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.19KNew |
$182K - $241K
|
2.19K
$263K
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
2.19KNew |
$182K - $241K
|
2.19K
$263K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.17K+ 3.5% |
$180K - $239K
|
64.2K
$7.69M
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.17K+ 31.71% |
$180K - $239K
|
9.01K
$1.08M
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.16KNew |
$179K - $237K
|
2.16K
$258K
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.15KNew |
$179K - $237K
|
2.15K
$258K
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.15KNew |
$178K - $236K
|
2.15K
$257K
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
2.14K+ 39.45% |
$178K - $236K
|
7.57K
$906K
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.14KNew |
$177K - $235K
|
2.14K
$256K
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.14KNew |
$177K - $235K
|
2.14K
$256K
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.12KNew |
$176K - $234K
|
2.12K
$254K
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
2.11K+ 21.06% |
$175K - $232K
|
12.1K
$1.45M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.11K+ 20.6% |
$175K - $232K
|
12.3K
$1.48M
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.1KNew |
$174K - $231K
|
2.1K
$251K
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.1K+ 11.32% |
$174K - $231K
|
20.6K
$2.47M
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.1K+ 21.02% |
$174K - $231K
|
12.1K
$1.45M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.09K+ 0.98% |
$174K - $230K
|
216K
$25.9M
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.09KNew |
$174K - $230K
|
2.09K
$251K
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.09KNew |
$173K - $230K
|
2.09K
$250K
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.07K+ 17.21% |
$172K - $228K
|
14.1K
$1.69M
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.07KNew |
$172K - $228K
|
2.07K
$248K
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
2.06KNew |
$171K - $227K
|
2.06K
$247K
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.05K+ 1.44% |
$170K - $225K
|
144K
$17.2M
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.05KNew |
$170K - $225K
|
2.05K
$245K
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.04KNew |
$169K - $225K
|
2.04K
$244K
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
2.04KNew |
$169K - $225K
|
2.04K
$244K
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.04KNew |
$169K - $225K
|
2.04K
$244K
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.03KNew |
$169K - $224K
|
2.03K
$244K
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
2.03KNew |
$169K - $224K
|
2.03K
$244K
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.02KNew |
$168K - $223K
|
2.02K
$242K
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.01KNew |
$167K - $221K
|
2.01K
$241K
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.01K+ 2.33% |
$167K - $221K
|
88.3K
$10.6M
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.01K+ 2.17% |
$167K - $221K
|
94.7K
$11.3M
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.01K+ 1.59% |
$167K - $221K
|
128K
$15.3M
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.01KNew |
$167K - $221K
|
2.01K
$240K
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
2KNew |
$166K - $221K
|
2K
$240K
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2K+ 58.72% |
$166K - $221K
|
5.41K
$648K
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2K+ 1.84% |
$166K - $220K
|
110K
$13.2M
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.99KNew |
$165K - $220K
|
1.99K
$239K
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.99K+ 56.56% |
$165K - $219K
|
5.52K
$661K
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.99KNew |
$165K - $219K
|
1.99K
$239K
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.99KNew |
$165K - $219K
|
1.99K
$238K
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.98KNew |
$165K - $218K
|
1.98K
$238K
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.98K+ 9.54% |
$164K - $218K
|
22.7K
$2.72M
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
1.97KNew |
$164K - $217K
|
1.97K
$236K
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.96K+ 60.6% |
$163K - $216K
|
5.2K
$622K
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.96KNew |
$162K - $216K
|
1.96K
$234K
|