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 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.09K- 30.17% |
$193K - $223K
|
4.84K
$546K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.14K- 5.55% |
$198K - $228K
|
36.5K
$4.12M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.21K- 3.16% |
$204K - $236K
|
67.6K
$7.64M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2.21K- 22.99% |
$204K - $236K
|
7.41K
$837K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.22K- 4.87% |
$206K - $237K
|
43.4K
$4.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.23K- 2.03% |
$206K - $238K
|
108K
$12.1M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.27K- 7.7% |
$210K - $242K
|
27.2K
$3.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-2.3K- 42.83% |
$212K - $245K
|
3.07K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.3K- 39.78% |
$213K - $245K
|
3.48K
$393K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.31K- 11.52% |
$213K - $246K
|
17.7K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.32K- 0.82% |
$214K - $247K
|
281K
$31.8M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.33K- 16.57% |
$215K - $248K
|
11.7K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-2.36K- 3.13% |
$218K - $252K
|
72.9K
$8.24M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-2.37K- 4.65% |
$219K - $253K
|
48.5K
$5.48M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-2.37KClosed |
$219K - $253K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.39K- 7.94% |
$220K - $254K
|
27.7K
$3.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.44K- 1.35% |
$225K - $260K
|
178K
$20.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-2.45K- 1.41% |
$227K - $261K
|
172K
$19.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.54K- 30.73% |
$234K - $270K
|
5.71K
$645K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
SELL
|
- |
-2.57K- 3.04% |
$237K - $274K
|
81.9K
$9.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.57K- 9.18% |
$238K - $274K
|
25.5K
$2.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.59K- 3.22% |
$239K - $276K
|
77.8K
$8.78M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.63K- 6.42% |
$243K - $280K
|
38.3K
$4.33M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.64K- 4.9% |
$244K - $282K
|
51.3K
$5.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.69K- 3.53% |
$249K - $287K
|
73.7K
$8.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.7K- 49.49% |
$249K - $288K
|
2.75K
$311K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.7K- 2.62% |
$250K - $288K
|
100K
$11.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.71K- 6.69% |
$250K - $289K
|
37.8K
$4.27M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.77K- 2.49% |
$256K - $295K
|
108K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-2.78K- 1.33% |
$257K - $297K
|
206K
$23.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.79K- 9.99% |
$258K - $298K
|
25.1K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.83K- 9.3% |
$262K - $302K
|
27.6K
$3.12M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.84K- 0.56% |
$262K - $302K
|
501K
$56.6M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-2.84K- 4.3% |
$263K - $303K
|
63.2K
$7.14M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.86K- 52.88% |
$264K - $305K
|
2.55K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.9K- 0.05% |
$268K - $309K
|
5.37M
$607M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-3K- 46.13% |
$278K - $320K
|
3.51K
$396K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.03K- 4.59% |
$280K - $323K
|
62.9K
$7.11M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.07K- 1.59% |
$284K - $327K
|
190K
$21.5M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.07K- 13.06% |
$284K - $327K
|
20.4K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-3.07K- 8.81% |
$284K - $328K
|
31.8K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-3.08K- 17.15% |
$284K - $328K
|
14.9K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-3.1K- 17.62% |
$286K - $331K
|
14.5K
$1.64M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-3.14K- 29.28% |
$290K - $334K
|
7.57K
$855K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-3.17K- 0.93% |
$293K - $339K
|
338K
$38.2M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.23K- 9.52% |
$299K - $345K
|
30.7K
$3.47M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-3.26K- 3.21% |
$302K - $348K
|
98.4K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-3.27K- 1.94% |
$302K - $348K
|
165K
$18.6M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-3.3K- 1.39% |
$305K - $352K
|
234K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3.35K- 50.58% |
$310K - $358K
|
3.28K
$370K
|