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
|
Independent Wealth Network Inc.
|
BUY
|
- |
13+ 0.38% |
$1.08K - $1.43K
|
3.44K
$375K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8+ 0.09% |
$664 - $881
|
9.18K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.11% |
$664 - $881
|
7.16K
$780K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
8+ 0.11% |
$664 - $881
|
7.14K
$778K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.13% |
$581 - $771
|
5.3K
$577K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.05% |
$498 - $661
|
11K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
6+ 0.25% |
$498 - $661
|
2.41K
$263K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5+ 0.1% |
$415 - $551
|
4.84K
$527K
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4+ 0.1% |
$332 - $440
|
4.08K
$445K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
4+ 0.07% |
$332 - $440
|
6.12K
$667K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4+ 0.08% |
$332 - $440
|
4.72K
$515K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4+ 0.08% |
$332 - $440
|
5K
$544K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 0.07% |
$249 - $330
|
4.28K
$466K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.02% |
$249 - $330
|
14.7K
$1.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.02% |
$249 - $330
|
18.5K
$2.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2+ 0.08% |
$166 - $220
|
2.43K
$264K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2+ 0.03% |
$166 - $220
|
7.91K
$862K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.07% |
$166 - $220
|
2.75K
$299K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.01% |
$166 - $220
|
16.5K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2+ 0.02% |
$166 - $220
|
9.71K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.08% |
$166 - $220
|
2.58K
$281K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$83 - $110
|
820
$89.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1+ 0.02% |
$83 - $110
|
4.17K
$455K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.21% |
$83 - $110
|
471
$51.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2- 0.03% |
$166 - $220
|
5.99K
$652K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-3- 0.1% |
$249 - $330
|
3K
$327K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3- 0.03% |
$249 - $330
|
10.8K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-9- 0.38% |
$747 - $991
|
2.39K
$260K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-10- 0.13% |
$830 - $1.1K
|
7.63K
$832K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-14- 0.2% |
$1.16K - $1.54K
|
7.03K
$766K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-15- 0.07% |
$1.24K - $1.65K
|
21.4K
$2.34M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-19- 0.4% |
$1.58K - $2.09K
|
4.72K
$515K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-21- 0.45% |
$1.74K - $2.31K
|
4.66K
$507K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-22- 0.21% |
$1.83K - $2.42K
|
10.6K
$1.16M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-24- 0.07% |
$1.99K - $2.64K
|
35.6K
$3.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 1.09% |
$2.07K - $2.75K
|
2.28K
$248K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-25- 1.7% |
$2.07K - $2.75K
|
1.45K
$158K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-26- 1.34% |
$2.16K - $2.86K
|
1.91K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-28- 1.21% |
$2.32K - $3.08K
|
2.29K
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-28- 0.63% |
$2.32K - $3.08K
|
4.45K
$485K
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-32- 0.47% |
$2.65K - $3.52K
|
6.77K
$738K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-33- 0.45% |
$2.74K - $3.63K
|
7.23K
$788K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-39- 0.06% |
$3.24K - $4.29K
|
66.5K
$7.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-41- 0.06% |
$3.4K - $4.51K
|
72.6K
$7.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-46- 0.09% |
$3.82K - $5.06K
|
48.5K
$5.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-48- 0.77% |
$3.98K - $5.28K
|
6.19K
$674K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-53- 1.19% |
$4.4K - $5.84K
|
4.4K
$479K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-56- 0.56% |
$4.65K - $6.17K
|
9.97K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-60- 2.34% |
$4.98K - $6.61K
|
2.5K
$272K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-67- 2.16% |
$5.56K - $7.38K
|
3.03K
$331K
|