Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1- 0.2% |
$92.5 - $107
|
511
$55.7K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-1- 1.15% |
$92.5 - $107
|
86
$9.37K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-2- 0.9% |
$185 - $213
|
220
$24K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-2- 0.08% |
$185 - $213
|
2.38K
$259K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-4- 0.07% |
$370 - $427
|
5.62K
$613K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-4- 0.07% |
$370 - $427
|
5.73K
$624K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-5- 0.05% |
$462 - $533
|
10.7K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5- 0.11% |
$462 - $533
|
4.45K
$485K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-5- 0.03% |
$462 - $533
|
14.7K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-6- 0.18% |
$555 - $640
|
3.4K
$371K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-6- 0.09% |
$555 - $640
|
6.44K
$701K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-6- 0.1% |
$555 - $640
|
6.18K
$673K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-7- 0.16% |
$647 - $747
|
4.39K
$478K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-7- 0.13% |
$647 - $747
|
5.29K
$576K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-7- 0.04% |
$647 - $747
|
19K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-7- 0.21% |
$647 - $747
|
3.27K
$356K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-7- 0.22% |
$647 - $747
|
3.13K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-7- 0.14% |
$647 - $747
|
4.95K
$539K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-8- 0.07% |
$740 - $854
|
11.6K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-9- 0.33% |
$832 - $960
|
2.69K
$293K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.19% |
$925 - $1.07K
|
5.22K
$569K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-11- 0.48% |
$1.02K - $1.17K
|
2.3K
$251K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-11- 0.13% |
$1.02K - $1.17K
|
8.27K
$901K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-12- 0.07% |
$1.11K - $1.28K
|
18.2K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-13- 0.25% |
$1.2K - $1.39K
|
5.17K
$563K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-14- 0.16% |
$1.29K - $1.49K
|
8.52K
$929K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-15- 0.15% |
$1.39K - $1.6K
|
10.1K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-15- 0.34% |
$1.39K - $1.6K
|
4.44K
$483K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-15- 33.33% |
$1.39K - $1.6K
|
30
$3.27K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-16- 5.19% |
$1.48K - $1.71K
|
292
$31.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-19- 0.74% |
$1.76K - $2.03K
|
2.54K
$276K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-19- 0.25% |
$1.76K - $2.03K
|
7.67K
$835K
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-20- 0.08% |
$1.85K - $2.13K
|
26.1K
$2.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-21- 0.08% |
$1.94K - $2.24K
|
26K
$2.83M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-22- 0.48% |
$2.03K - $2.35K
|
4.52K
$493K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-24- 0.57% |
$2.22K - $2.56K
|
4.17K
$455K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-24- 0.82% |
$2.22K - $2.56K
|
2.91K
$317K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-24- 0.65% |
$2.22K - $2.56K
|
3.65K
$397K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.17% |
$2.31K - $2.67K
|
14.9K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-25- 0.36% |
$2.31K - $2.67K
|
6.98K
$760K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-25- 3.02% |
$2.31K - $2.67K
|
804
$87.6K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-25- 0.85% |
$2.31K - $2.67K
|
2.93K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-25- 0.33% |
$2.31K - $2.67K
|
7.46K
$813K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-25- 1.02% |
$2.31K - $2.67K
|
2.43K
$265K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-26- 0.28% |
$2.4K - $2.77K
|
9.17K
$999K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-26- 0.22% |
$2.4K - $2.77K
|
11.8K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-26- 0.66% |
$2.4K - $2.77K
|
3.9K
$425K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-26- 3.01% |
$2.4K - $2.77K
|
838
$91.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-28- 0.29% |
$2.59K - $2.99K
|
9.52K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-28- 0.12% |
$2.59K - $2.99K
|
22.7K
$2.47M
|