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
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.95KNew |
$162K - $215K
|
1.95K
$234K
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.95KNew |
$162K - $214K
|
1.95K
$233K
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.95K+ 20.51% |
$161K - $214K
|
11.4K
$1.37M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.94KNew |
$161K - $213K
|
1.94K
$232K
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.94KNew |
$161K - $213K
|
1.94K
$232K
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.93KNew |
$160K - $213K
|
1.93K
$231K
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.93KNew |
$160K - $213K
|
1.93K
$231K
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
1.93KNew |
$160K - $212K
|
1.93K
$231K
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.92KNew |
$159K - $211K
|
1.92K
$230K
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.92KNew |
$159K - $211K
|
1.92K
$230K
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.91KNew |
$159K - $211K
|
1.91K
$229K
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.91KNew |
$158K - $210K
|
1.91K
$228K
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
1.9K+ 2.61% |
$158K - $209K
|
74.9K
$8.97M
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.9KNew |
$157K - $209K
|
1.9K
$227K
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.9KNew |
$157K - $209K
|
1.9K
$227K
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.9K+ 5.86% |
$157K - $209K
|
34.2K
$4.1M
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.88KNew |
$156K - $207K
|
1.88K
$225K
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.88K+ 19.81% |
$156K - $207K
|
11.3K
$1.36M
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.86KNew |
$154K - $205K
|
1.86K
$223K
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.86KNew |
$154K - $205K
|
1.86K
$223K
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.86KNew |
$154K - $205K
|
1.86K
$223K
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.86K+ 33.68% |
$154K - $204K
|
7.36K
$882K
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
1.85KNew |
$154K - $204K
|
1.85K
$222K
|
|
Aug 13, 2025
Q2 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.85KNew |
$153K - $204K
|
1.85K
$222K
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.85KNew |
$153K - $203K
|
1.85K
$221K
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.84KNew |
$153K - $203K
|
1.84K
$220K
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
1.84KNew |
$153K - $203K
|
1.84K
$220K
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.84KNew |
$152K - $202K
|
1.84K
$220K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.83K+ 0.83% |
$152K - $201K
|
222K
$26.5M
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$152K - $201K
|
1.83K
$219K
|
|
Aug 14, 2025
Q2 2025
|
Cobler Capital Management, LLC
Silver Lake, KS |
BUY
|
- |
1.8KNew |
$150K - $199K
|
1.8K
$216K
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.8K+ 8.78% |
$149K - $198K
|
22.3K
$2.67M
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
1.79K+ 51.21% |
$149K - $197K
|
5.29K
$634K
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.75K+ 5.78% |
$145K - $193K
|
32.1K
$3.84M
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.75K+ 59.44% |
$145K - $193K
|
4.69K
$562K
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.71K+ 52.13% |
$142K - $188K
|
4.99K
$598K
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.7K+ 3.39% |
$141K - $188K
|
51.9K
$6.22M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.67K+ 39.95% |
$138K - $184K
|
5.84K
$700K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.58K+ 5.31% |
$131K - $174K
|
31.2K
$3.74M
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.57K+ 2.46% |
$130K - $173K
|
65.5K
$7.85M
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.55K+ 3.11% |
$129K - $171K
|
51.4K
$6.16M
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.55K+ 15.14% |
$129K - $171K
|
11.8K
$1.41M
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.52K+ 15.12% |
$126K - $167K
|
11.6K
$1.38M
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
1.49K+ 6.21% |
$123K - $163K
|
25.4K
$3.04M
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.46K+ 5.29% |
$121K - $161K
|
29.1K
$3.49M
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.45K+ 9.57% |
$120K - $160K
|
16.6K
$1.99M
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.45K+ 19.47% |
$120K - $159K
|
8.87K
$1.06M
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.43K+ 28.56% |
$119K - $158K
|
6.45K
$773K
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.39K+ 47.21% |
$115K - $153K
|
4.33K
$519K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.36K+ 1.87% |
$113K - $150K
|
74.2K
$8.89M
|