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 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-141- 5.62% |
$13K - $15K
|
2.37K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-142- 3.94% |
$13.1K - $15.1K
|
3.46K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-150- 2.78% |
$13.9K - $16K
|
5.25K
$572K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-154- 3.43% |
$14.2K - $16.4K
|
4.34K
$473K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-157- 5.08% |
$14.5K - $16.8K
|
2.93K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-159- 0.64% |
$14.7K - $17K
|
24.5K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-162- 0.57% |
$15K - $17.3K
|
28.4K
$3.1M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-164- 1.26% |
$15.2K - $17.5K
|
12.8K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-164- 1.31% |
$15.2K - $17.5K
|
12.3K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-165- 0.63% |
$15.3K - $17.6K
|
26K
$2.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-169- 2.25% |
$15.6K - $18K
|
7.35K
$801K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-171- 0.37% |
$15.8K - $18.2K
|
46K
$5.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-174- 2.6% |
$16.1K - $18.6K
|
6.53K
$711K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-174- 0.6% |
$16.1K - $18.6K
|
28.8K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-176- 1.32% |
$16.3K - $18.8K
|
13.1K
$1.43M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-181- 76.37% |
$16.7K - $19.3K
|
56
$6.1K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-190- 1.39% |
$17.6K - $20.3K
|
13.5K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-191- 4.81% |
$17.7K - $20.4K
|
3.78K
$412K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-196- 3.86% |
$18.1K - $20.9K
|
4.89K
$533K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-196- 8.43% |
$18.1K - $20.9K
|
2.13K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-197- 5.74% |
$18.2K - $21K
|
3.24K
$353K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-199- 2.46% |
$18.4K - $21.2K
|
7.9K
$861K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 0.39% |
$18.5K - $21.3K
|
50.6K
$5.52M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-200- 5.0% |
$18.5K - $21.3K
|
3.8K
$414K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-200- 5.98% |
$18.5K - $21.3K
|
3.14K
$342K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-200- 2.49% |
$18.5K - $21.3K
|
7.82K
$852K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-205- 2.42% |
$19K - $21.9K
|
8.27K
$902K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-205- 3.26% |
$19K - $21.9K
|
6.09K
$663K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-206- 1.04% |
$19K - $22K
|
19.5K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-208- 0.98% |
$19.2K - $22.2K
|
20.9K
$2.28M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-209- 1.61% |
$19.3K - $22.3K
|
12.8K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-213- 0.41% |
$19.7K - $22.7K
|
52.2K
$5.69M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-214- 5.72% |
$19.8K - $22.8K
|
3.52K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-215- 3.3% |
$19.9K - $22.9K
|
6.3K
$687K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-216- 0.63% |
$20K - $23K
|
33.8K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-216- 5.76% |
$20K - $23K
|
3.54K
$385K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-220- 31.84% |
$20.3K - $23.5K
|
471
$51.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-220- 1.16% |
$20.3K - $23.5K
|
18.7K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-223- 1.01% |
$20.6K - $23.8K
|
21.9K
$2.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-224- 0.41% |
$20.7K - $23.9K
|
55K
$6M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-224- 0.18% |
$20.7K - $23.9K
|
127K
$13.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-226- 0.59% |
$20.9K - $24.1K
|
37.8K
$4.12M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-230- 4.24% |
$21.3K - $24.5K
|
5.19K
$566K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-233- 6.51% |
$21.5K - $24.9K
|
3.34K
$364K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-234- 2.27% |
$21.6K - $25K
|
10.1K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-234- 30.67% |
$21.6K - $25K
|
529
$57.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-236- 0.37% |
$21.8K - $25.2K
|
63K
$6.86M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-238- 1.38% |
$22K - $25.4K
|
17K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-240- 3.29% |
$22.2K - $25.6K
|
7.05K
$768K
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-240- 1.9% |
$22.2K - $25.6K
|
12.4K
$1.35M
|