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 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.35KNew |
$112K - $148K
|
1.35K
$161K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.34K+ 202.88% |
$111K - $147K
|
2K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.33K+ 3.54% |
$110K - $146K
|
38.8K
$4.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.31K+ 7.66% |
$108K - $144K
|
18.4K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.29KNew |
$107K - $142K
|
1.29K
$155K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.29K+ 0.76% |
$107K - $142K
|
171K
$20.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.29K+ 24.52% |
$107K - $142K
|
6.54K
$783K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.28K+ 16.35% |
$107K - $141K
|
9.14K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.24K+ 21.99% |
$103K - $137K
|
6.89K
$825K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.23K+ 28.84% |
$102K - $136K
|
5.51K
$660K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.23K+ 0.63% |
$102K - $135K
|
197K
$23.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.23K+ 56.53% |
$102K - $135K
|
3.4K
$408K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.22K+ 10.48% |
$101K - $134K
|
12.8K
$1.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.21K+ 25.32% |
$101K - $134K
|
6K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.2K+ 16.47% |
$99.1K - $132K
|
8.45K
$1.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
1.19K+ 51.47% |
$98.5K - $131K
|
3.49K
$418K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.17K+ 0.75% |
$96.6K - $128K
|
156K
$18.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.16K+ 15.16% |
$96.2K - $128K
|
8.81K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.15K+ 8.99% |
$95.7K - $127K
|
14K
$1.68M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.14K+ 7.83% |
$94.7K - $126K
|
15.7K
$1.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 0.41% |
$94.1K - $125K
|
276K
$33M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.13KNew |
$93.8K - $125K
|
1.13K
$135K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.12K+ 13.03% |
$93K - $123K
|
9.73K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.11K+ 19.56% |
$92K - $122K
|
6.78K
$812K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.07K+ 2.3% |
$88.9K - $118K
|
47.8K
$5.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.06K+ 3526.67% |
$87.8K - $116K
|
1.09K
$130K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.05K+ 3.88% |
$86.7K - $115K
|
28K
$3.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
1.04KNew |
$86.6K - $115K
|
1.04K
$125K
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.04K+ 25.78% |
$85.9K - $114K
|
5.05K
$605K
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.03K+ 4.11% |
$85.4K - $113K
|
26.1K
$3.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.03K+ 29.7% |
$85.4K - $113K
|
4.5K
$539K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.03K+ 0.88% |
$85.2K - $113K
|
117K
$14M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1.02K+ 5.38% |
$84.6K - $112K
|
20K
$2.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.02K+ 1.93% |
$84.5K - $112K
|
53.9K
$6.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1K+ 3.41% |
$83.2K - $110K
|
30.5K
$3.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1K+ 18.97% |
$83.1K - $110K
|
6.28K
$752K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
954+ 12.2% |
$79.1K - $105K
|
8.77K
$1.05M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
953+ 0.95% |
$79.1K - $105K
|
101K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
942+ 0.52% |
$78.1K - $104K
|
182K
$21.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
941+ 4.13% |
$78.1K - $104K
|
23.7K
$2.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
904+ 11.92% |
$75K - $99.5K
|
8.49K
$1.02M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
874+ 4.9% |
$72.5K - $96.2K
|
18.7K
$2.24M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
864+ 3.43% |
$71.7K - $95.1K
|
26.1K
$3.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
834+ 0.47% |
$69.2K - $91.8K
|
178K
$21.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
832+ 69.39% |
$69K - $91.6K
|
2.03K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
816+ 22.49% |
$67.7K - $89.8K
|
4.44K
$532K
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
814+ 12.96% |
$67.5K - $89.6K
|
7.1K
$850K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
810+ 27.61% |
$67.2K - $89.2K
|
3.74K
$448K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
810+ 5.46% |
$67.2K - $89.2K
|
15.7K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
804+ 3.04% |
$66.7K - $88.5K
|
27.3K
$3.27M
|