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 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-400- 12.8% |
$33.2K - $44K
|
2.72K
$297K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-400- 5.26% |
$33.2K - $44K
|
7.21K
$786K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-403- 5.57% |
$33.4K - $44.4K
|
6.83K
$744K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-407- 6.19% |
$33.8K - $44.8K
|
6.17K
$672K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-432- 14.0% |
$35.8K - $47.6K
|
2.65K
$289K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-450- 3.02% |
$37.3K - $49.5K
|
14.5K
$1.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-453- 10.63% |
$37.6K - $49.9K
|
3.81K
$415K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-453- 2.32% |
$37.6K - $49.9K
|
19.1K
$2.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-487- 5.28% |
$40.4K - $53.6K
|
8.74K
$952K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-528- 2.26% |
$43.8K - $58.1K
|
22.8K
$2.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-599- 8.31% |
$49.7K - $65.9K
|
6.61K
$720K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-601- 0.84% |
$49.9K - $66.2K
|
71.1K
$7.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-623- 1.26% |
$51.7K - $68.6K
|
48.7K
$5.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-652- 2.32% |
$54.1K - $71.8K
|
27.5K
$2.99M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-657- 18.98% |
$54.5K - $72.3K
|
2.81K
$306K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-671- 11.74% |
$55.7K - $73.9K
|
5.04K
$550K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-677- 25.99% |
$56.2K - $74.5K
|
1.93K
$210K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-682- 1.87% |
$56.6K - $75.1K
|
35.8K
$3.9M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-709- 10.21% |
$58.8K - $78.1K
|
6.23K
$679K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-735- 1.52% |
$61K - $80.9K
|
47.6K
$5.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-787- 3.37% |
$65.3K - $86.6K
|
22.6K
$2.46M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-787- 1.55% |
$65.3K - $86.6K
|
50K
$5.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-809- 3.83% |
$67.1K - $89.1K
|
20.3K
$2.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-827- 2.32% |
$68.6K - $91.1K
|
34.8K
$3.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-848- 19.82% |
$70.4K - $93.4K
|
3.43K
$374K
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-853- 0.79% |
$70.8K - $93.9K
|
107K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-859- 11.34% |
$71.3K - $94.6K
|
6.71K
$732K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-905- 37.95% |
$75.1K - $99.6K
|
1.48K
$161K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-924- 1.53% |
$76.7K - $102K
|
59.3K
$6.46M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-965- 1.32% |
$80.1K - $106K
|
72K
$7.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-967- 5.3% |
$80.2K - $106K
|
17.3K
$1.88M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-1.02K- 0.86% |
$84.9K - $113K
|
118K
$12.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.17K- 11.04% |
$97K - $129K
|
9.42K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 3.51% |
$97.5K - $129K
|
32.3K
$3.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.22K- 0.49% |
$101K - $134K
|
248K
$27M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.23K- 15.69% |
$102K - $136K
|
6.62K
$722K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.25K- 1.07% |
$104K - $138K
|
116K
$12.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.31K- 14.54% |
$109K - $144K
|
7.71K
$840K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.33K- 14.34% |
$111K - $147K
|
7.97K
$868K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.34K- 20.35% |
$111K - $148K
|
5.25K
$572K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.4K- 18.01% |
$116K - $154K
|
6.37K
$694K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.41K- 4.15% |
$117K - $155K
|
32.5K
$3.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.46K- 2.39% |
$121K - $161K
|
59.7K
$6.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.55K- 4.23% |
$129K - $171K
|
35K
$3.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.64K- 3.54% |
$136K - $180K
|
44.7K
$4.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.67K- 5.17% |
$138K - $184K
|
30.6K
$3.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.71K- 14.97% |
$142K - $188K
|
9.69K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.74K- 8.97% |
$144K - $191K
|
17.6K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.8K- 35.22% |
$149K - $198K
|
3.3K
$360K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.86K- 5.84% |
$154K - $205K
|
30K
$3.26M
|