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 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
591+ 1.86% |
$49K - $65.1K
|
32.4K
$3.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
547+ 2.95% |
$45.4K - $60.2K
|
19.1K
$2.08M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
543+ 5.51% |
$45K - $59.8K
|
10.4K
$1.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
532+ 18.28% |
$44.1K - $58.6K
|
3.44K
$375K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
483+ 7.38% |
$40.1K - $53.2K
|
7.03K
$766K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
480+ 2.9% |
$39.8K - $52.8K
|
17K
$1.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
432+ 0.64% |
$35.8K - $47.6K
|
68.1K
$7.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
421+ 19.55% |
$34.9K - $46.4K
|
2.58K
$281K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
420+ 3.29% |
$34.8K - $46.2K
|
13.2K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
418+ 8.81% |
$34.7K - $46K
|
5.16K
$563K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
416+ 13.25% |
$34.5K - $45.8K
|
3.56K
$387K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
367+ 655.36% |
$30.4K - $40.4K
|
423
$46.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
353+ 10.53% |
$29.3K - $38.9K
|
3.71K
$404K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
339+ 8.84% |
$28.1K - $37.3K
|
4.18K
$455K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
334+ 1.28% |
$27.7K - $36.8K
|
26.5K
$2.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
332+ 1.03% |
$27.5K - $36.6K
|
32.4K
$3.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
331New |
$27.5K - $36.4K
|
331
$36.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
323+ 1.22% |
$26.8K - $35.6K
|
26.7K
$2.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
319+ 2.02% |
$26.5K - $35.1K
|
16.1K
$1.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
298+ 3.24% |
$24.7K - $32.8K
|
9.51K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
228+ 2.61% |
$18.9K - $25.1K
|
8.97K
$977K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
225+ 3.74% |
$18.7K - $24.8K
|
6.25K
$681K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
222+ 1.44% |
$18.4K - $24.4K
|
15.7K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
206+ 6.81% |
$17.1K - $22.7K
|
3.23K
$352K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
163+ 0.35% |
$13.5K - $17.9K
|
46.4K
$5.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
162+ 1.41% |
$13.4K - $17.8K
|
11.6K
$1.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
145+ 0.09% |
$12K - $16K
|
155K
$16.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
118+ 0.11% |
$9.79K - $13K
|
108K
$11.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
116+ 2.4% |
$9.62K - $12.8K
|
4.95K
$540K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
111+ 1.38% |
$9.21K - $12.2K
|
8.17K
$890K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
94+ 0.88% |
$7.8K - $10.3K
|
10.8K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
76+ 0.87% |
$6.3K - $8.37K
|
8.83K
$962K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
75+ 13.64% |
$6.22K - $8.26K
|
625
$68.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
74New |
$6.14K - $8.15K
|
74
$8.06K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
66+ 0.08% |
$5.48K - $7.27K
|
79.9K
$8.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
58+ 1.3% |
$4.81K - $6.39K
|
4.51K
$491K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
57+ 2.07% |
$4.73K - $6.28K
|
2.81K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
48+ 1.85% |
$3.98K - $5.28K
|
2.64K
$287K
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
46+ 0.88% |
$3.82K - $5.06K
|
5.24K
$571K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
36+ 0.25% |
$2.99K - $3.96K
|
14.2K
$1.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
34+ 0.33% |
$2.82K - $3.74K
|
10.3K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
34+ 0.17% |
$2.82K - $3.74K
|
20.4K
$2.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
34+ 6.24% |
$2.82K - $3.74K
|
579
$63.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
27+ 0.09% |
$2.24K - $2.97K
|
28.8K
$3.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
22+ 0.7% |
$1.83K - $2.42K
|
3.16K
$345K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
22+ 0.55% |
$1.83K - $2.42K
|
4.05K
$441K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
20+ 0.78% |
$1.66K - $2.2K
|
2.57K
$280K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
18+ 0.62% |
$1.49K - $1.98K
|
2.92K
$318K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
16+ 0.12% |
$1.33K - $1.76K
|
13.7K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
13+ 0.2% |
$1.08K - $1.43K
|
6.48K
$706K
|