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 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.4K- 53.65% |
$1.06M - $1.22M
|
9.86K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-11.7K- 14.06% |
$1.08M - $1.25M
|
71.4K
$7.78M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-11.7K- 3.38% |
$1.08M - $1.25M
|
335K
$36.5M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-11.9KClosed |
$1.1M - $1.27M
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12K- 8.47% |
$1.11M - $1.28M
|
129K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-12K- 4.63% |
$1.11M - $1.28M
|
247K
$26.9M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.1K- 6.29% |
$1.12M - $1.29M
|
180K
$19.7M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-12.4K- 2.74% |
$1.15M - $1.32M
|
441K
$48M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-13.1K- 5.76% |
$1.21M - $1.4M
|
215K
$23.4M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-13.2K- 24.45% |
$1.22M - $1.41M
|
40.9K
$4.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-13.3K- 17.74% |
$1.23M - $1.42M
|
61.5K
$6.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13.5K- 47.72% |
$1.25M - $1.45M
|
14.8K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-13.7K- 79.11% |
$1.27M - $1.46M
|
3.62K
$394K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-13.8K- 4.59% |
$1.28M - $1.47M
|
287K
$31.3M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-13.9K- 33.95% |
$1.28M - $1.48M
|
27K
$2.94M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-14.2K- 5.79% |
$1.31M - $1.52M
|
231K
$25.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-14.5K- 4.1% |
$1.34M - $1.54M
|
339K
$36.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-14.9K- 2.14% |
$1.38M - $1.59M
|
680K
$74.1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15.2K- 12.81% |
$1.41M - $1.62M
|
103K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-15.3K- 48.35% |
$1.41M - $1.63M
|
16.3K
$1.78M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-16.4K- 75.97% |
$1.51M - $1.75M
|
5.18K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.6K- 6.02% |
$1.63M - $1.88M
|
274K
$29.9M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-17.6K- 5.72% |
$1.63M - $1.88M
|
290K
$31.6M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-18.1K- 3.64% |
$1.67M - $1.93M
|
479K
$52.1M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-18.3K- 79.55% |
$1.7M - $1.96M
|
4.72K
$514K
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-18.4K- 35.95% |
$1.7M - $1.97M
|
32.9K
$3.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.8K- 10.26% |
$1.74M - $2.01M
|
164K
$17.9M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-18.9K- 9.88% |
$1.75M - $2.02M
|
172K
$18.8M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.7K- 3.29% |
$1.82M - $2.1M
|
578K
$63M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-19.9K- 2.82% |
$1.84M - $2.13M
|
688K
$75M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-20.6K- 2.72% |
$1.9M - $2.19M
|
734K
$79.9M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-22.3K- 11.22% |
$2.06M - $2.38M
|
177K
$19.3M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-22.6K- 70.11% |
$2.09M - $2.41M
|
9.64K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-23.3K- 25.83% |
$2.15M - $2.48M
|
66.8K
$7.28M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-23.7K- 0.3% |
$2.19M - $2.53M
|
7.95M
$867M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-23.7K- 65.13% |
$2.19M - $2.53M
|
12.7K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24K- 3.64% |
$2.22M - $2.56M
|
634K
$69.1M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-24.2K- 40.37% |
$2.24M - $2.58M
|
35.8K
$3.9M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-25.3K- 8.59% |
$2.34M - $2.7M
|
269K
$29.3M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-25.4K- 6.8% |
$2.34M - $2.71M
|
347K
$37.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-25.5K- 77.71% |
$2.36M - $2.72M
|
7.31K
$797K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-26K- 2.25% |
$2.4M - $2.77M
|
1.13M
$123M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-26.1K- 5.89% |
$2.41M - $2.78M
|
416K
$45.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-26.6K- 3.39% |
$2.46M - $2.84M
|
758K
$82.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-27.2K- 7.93% |
$2.51M - $2.9M
|
315K
$34.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-28.1K- 27.65% |
$2.6M - $3M
|
73.5K
$8.01M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-28.8K- 6.79% |
$2.66M - $3.07M
|
395K
$43M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-29K- 3.82% |
$2.68M - $3.09M
|
729K
$79.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-29K- 59.18% |
$2.68M - $3.1M
|
20K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-29.1K- 9.58% |
$2.69M - $3.11M
|
275K
$30M
|