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 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-70- 2.88% |
$5.81K - $7.71K
|
2.36K
$257K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-76- 0.44% |
$6.3K - $8.37K
|
17.1K
$1.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-85- 44.97% |
$7.05K - $9.36K
|
104
$11.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-85- 1.38% |
$7.05K - $9.36K
|
6.06K
$660K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-88- 1.93% |
$7.3K - $9.69K
|
4.48K
$488K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-89- 0.88% |
$7.38K - $9.8K
|
9.98K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-93- 0.28% |
$7.72K - $10.2K
|
32.8K
$3.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-96- 2.37% |
$7.96K - $10.6K
|
3.96K
$432K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-100- 0.07% |
$8.3K - $11K
|
152K
$16.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-100- 0.83% |
$8.3K - $11K
|
11.9K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-102- 4.01% |
$8.46K - $11.2K
|
2.44K
$266K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-108- 0.38% |
$8.96K - $11.9K
|
28.6K
$3.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-109- 1.0% |
$9.04K - $12K
|
10.7K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-116- 4.31% |
$9.62K - $12.8K
|
2.58K
$281K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-121- 26.42% |
$10K - $13.3K
|
337
$36.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-124- 1.52% |
$10.3K - $13.7K
|
8.03K
$875K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-135- 0.98% |
$11.2K - $14.9K
|
13.7K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-143- 1.42% |
$11.9K - $15.7K
|
9.92K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-150- 4.59% |
$12.4K - $16.5K
|
3.12K
$340K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-150- 3.1% |
$12.4K - $16.5K
|
4.69K
$511K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-152- 0.44% |
$12.6K - $16.7K
|
34.4K
$3.75M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-164- 13.14% |
$13.6K - $18.1K
|
1.08K
$118K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-172- 1.05% |
$14.3K - $18.9K
|
16.3K
$1.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-183- 1.99% |
$15.2K - $20.1K
|
9K
$981K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-193- 1.23% |
$16K - $21.2K
|
15.5K
$1.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-193- 40.98% |
$16K - $21.2K
|
278
$30.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-193- 0.31% |
$16K - $21.2K
|
62K
$6.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-213- 8.79% |
$17.7K - $23.5K
|
2.21K
$241K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-216- 8.29% |
$17.9K - $23.8K
|
2.39K
$261K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-225- 4.76% |
$18.7K - $24.8K
|
4.5K
$490K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-240- 2.82% |
$19.9K - $26.4K
|
8.28K
$902K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-242- 20.12% |
$20.1K - $26.6K
|
961
$105K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-249- 2.87% |
$20.7K - $27.4K
|
8.42K
$917K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-259- 1.51% |
$21.5K - $28.5K
|
16.9K
$1.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-298- 2.32% |
$24.7K - $32.8K
|
12.6K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-300- 3.84% |
$24.9K - $33K
|
7.52K
$819K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-307- 3.28% |
$25.5K - $33.8K
|
9.06K
$987K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-325- 2.25% |
$27K - $35.8K
|
14.1K
$1.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-335- 1.29% |
$27.8K - $36.9K
|
25.7K
$2.8M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-342- 13.54% |
$28.4K - $37.7K
|
2.18K
$238K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-350- 2.17% |
$29K - $38.5K
|
15.8K
$1.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-354- 11.82% |
$29.4K - $39K
|
2.64K
$288K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-372- 2.22% |
$30.9K - $41K
|
16.4K
$1.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-375- 0.46% |
$31.1K - $41.3K
|
80.4K
$8.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-385- 2.87% |
$31.9K - $42.4K
|
13K
$1.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-386- 1.92% |
$32K - $42.5K
|
19.7K
$2.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-392- 74.1% |
$32.5K - $43.2K
|
137
$14.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-393- 11.75% |
$32.6K - $43.3K
|
2.95K
$322K
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-395- 17.54% |
$32.8K - $43.5K
|
1.86K
$202K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-396- 8.42% |
$32.9K - $43.6K
|
4.31K
$469K
|