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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-78- 0.98% |
$7.21K - $8.32K
|
7.86K
$856K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-78- 0.56% |
$7.21K - $8.32K
|
13.9K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-79- 2.23% |
$7.3K - $8.43K
|
3.46K
$377K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-80- 3.58% |
$7.4K - $8.54K
|
2.15K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-80- 2.98% |
$7.4K - $8.54K
|
2.61K
$284K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-80- 2.06% |
$7.4K - $8.54K
|
3.8K
$414K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-80- 0.31% |
$7.4K - $8.54K
|
25.4K
$2.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-83- 48.54% |
$7.67K - $8.86K
|
88
$9.59K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-85- 0.33% |
$7.86K - $9.07K
|
26K
$2.83M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-85- 0.32% |
$7.86K - $9.07K
|
26.1K
$2.85M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-87- 3.42% |
$8.04K - $9.28K
|
2.46K
$268K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-90- 2.35% |
$8.32K - $9.6K
|
3.73K
$407K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-91- 0.99% |
$8.41K - $9.71K
|
9.06K
$987K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-91- 40.81% |
$8.41K - $9.71K
|
132
$14.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-92- 1.29% |
$8.51K - $9.82K
|
7.06K
$769K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-94- 3.65% |
$8.69K - $10K
|
2.48K
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-94- 0.22% |
$8.69K - $10K
|
42.4K
$4.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-99- 2.42% |
$9.15K - $10.6K
|
3.99K
$434K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-100- 2.14% |
$9.25K - $10.7K
|
4.58K
$499K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-100- 1.43% |
$9.25K - $10.7K
|
6.91K
$752K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-100- 1.38% |
$9.25K - $10.7K
|
7.17K
$781K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-100- 1.07% |
$9.25K - $10.7K
|
9.21K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-100- 2.0% |
$9.25K - $10.7K
|
4.9K
$534K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-100- 1.78% |
$9.25K - $10.7K
|
5.51K
$600K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-100- 2.85% |
$9.25K - $10.7K
|
3.41K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-100- 0.17% |
$9.25K - $10.7K
|
57.7K
$6.29M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-100- 0.3% |
$9.25K - $10.7K
|
33.7K
$3.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-101- 4.14% |
$9.34K - $10.8K
|
2.34K
$255K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-104- 0.8% |
$9.61K - $11.1K
|
12.9K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-105- 0.46% |
$9.71K - $11.2K
|
22.6K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-105- 0.57% |
$9.71K - $11.2K
|
18.3K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-108- 1.45% |
$9.98K - $11.5K
|
7.36K
$802K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-110- 0.44% |
$10.2K - $11.7K
|
24.8K
$2.7M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-115- 0.17% |
$10.6K - $12.3K
|
66.5K
$7.25M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-116- 1.48% |
$10.7K - $12.4K
|
7.71K
$840K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-116- 2.94% |
$10.7K - $12.4K
|
3.83K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-119- 0.18% |
$11K - $12.7K
|
67.4K
$7.34M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-120- 3.93% |
$11.1K - $12.8K
|
2.93K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-122- 3.93% |
$11.3K - $13K
|
2.98K
$325K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-125- 3.16% |
$11.6K - $13.3K
|
3.83K
$417K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-125- 0.34% |
$11.6K - $13.3K
|
36.7K
$3.99M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-125- 2.67% |
$11.6K - $13.3K
|
4.56K
$497K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-128- 1.85% |
$11.8K - $13.7K
|
6.81K
$742K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-130- 0.17% |
$12K - $13.9K
|
77.6K
$8.46M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-134- 0.93% |
$12.4K - $14.3K
|
14.3K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-135- 3.9% |
$12.5K - $14.4K
|
3.33K
$363K
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-136- 0.27% |
$12.6K - $14.5K
|
50.8K
$5.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-136- 1.75% |
$12.6K - $14.5K
|
7.64K
$832K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-137- 0.99% |
$12.7K - $14.6K
|
13.7K
$1.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-141- 0.82% |
$13K - $15K
|
17.2K
$1.87M
|