Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Polianta LTD
|
BUY
|
- |
77.9KNew |
$6.46M - $8.58M
|
77.9K
$8.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
64.4K+ 193.91% |
$5.35M - $7.09M
|
97.7K
$10.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
37.6K+ 17.82% |
$3.12M - $4.14M
|
249K
$27.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
30.2KNew |
$2.51M - $3.33M
|
30.2K
$3.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
29.1K+ 25.29% |
$2.41M - $3.2M
|
144K
$15.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
25.7K+ 5.72% |
$2.14M - $2.83M
|
476K
$51.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
25.4K+ 9.83% |
$2.11M - $2.8M
|
284K
$30.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18.6K+ 7.2% |
$1.54M - $2.04M
|
276K
$30.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
16.3K+ 81.09% |
$1.35M - $1.79M
|
36.3K
$3.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
14.2K+ 6.16% |
$1.18M - $1.57M
|
246K
$26.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
14.1K+ 1.67% |
$1.17M - $1.55M
|
860K
$93.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
11K+ 162.85% |
$911K - $1.21M
|
17.7K
$1.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
10.4KNew |
$859K - $1.14M
|
10.4K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10KNew |
$832K - $1.1M
|
10K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.96KNew |
$826K - $1.1M
|
9.96K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.54K+ 163.8% |
$791K - $1.05M
|
15.4K
$1.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
9.44K+ 73.72% |
$783K - $1.04M
|
22.2K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
9.39KNew |
$779K - $1.03M
|
9.39K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.91K+ 1.47% |
$739K - $980K
|
616K
$67.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.63K+ 38.07% |
$716K - $950K
|
31.3K
$3.41M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.55K+ 234.52% |
$710K - $942K
|
12.2K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.86KNew |
$652K - $865K
|
7.86K
$856K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
7.05K+ 300.51% |
$585K - $776K
|
9.4K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6.93K+ 64.45% |
$575K - $763K
|
17.7K
$1.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
6.93K+ 15.56% |
$575K - $763K
|
51.5K
$5.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
6K+ 5.1% |
$498K - $660K
|
124K
$13.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5.78KNew |
$480K - $637K
|
5.78K
$630K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.37K+ 633.25% |
$445K - $591K
|
6.22K
$678K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
5.06K+ 13.39% |
$419K - $557K
|
42.8K
$4.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.04K+ 75.21% |
$418K - $555K
|
11.7K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.86K+ 12.52% |
$403K - $535K
|
43.7K
$4.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.7KNew |
$390K - $518K
|
4.7K
$512K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
4.64K+ 2.8% |
$385K - $510K
|
170K
$18.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.52K+ 4.2% |
$375K - $498K
|
112K
$12.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.28K+ 59.64% |
$355K - $471K
|
11.4K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.2K+ 101.23% |
$349K - $463K
|
8.36K
$911K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4.19K+ 2093.5% |
$347K - $461K
|
4.39K
$478K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.13K+ 166.29% |
$343K - $455K
|
6.61K
$721K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
3.9K+ 35.99% |
$323K - $429K
|
14.7K
$1.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.76K+ 29.02% |
$312K - $414K
|
16.7K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.74K+ 2.61% |
$311K - $412K
|
147K
$16M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 0.99% |
$307K - $408K
|
378K
$41.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.39K+ 3.6% |
$281K - $373K
|
97.5K
$10.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
3.02K+ 40.85% |
$250K - $332K
|
10.4K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.97K+ 10.09% |
$247K - $327K
|
32.4K
$3.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.85KNew |
$237K - $314K
|
2.85K
$311K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.65K+ 7.01% |
$220K - $292K
|
40.5K
$4.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
2.48K+ 1.02% |
$206K - $273K
|
245K
$26.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.36KNew |
$196K - $260K
|
2.36K
$257K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.35KNew |
$195K - $259K
|
2.35K
$256K
|