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 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.98K- 7.66% |
$164K - $218K
|
23.9K
$2.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.09K- 1.47% |
$174K - $230K
|
140K
$15.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-2.13K- 0.68% |
$177K - $234K
|
313K
$34.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.15K- 16.43% |
$179K - $237K
|
11K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-2.25K- 6.96% |
$187K - $248K
|
30.1K
$3.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.3K- 14.68% |
$191K - $253K
|
13.4K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.39K- 11.88% |
$198K - $263K
|
17.7K
$1.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.43K- 3.49% |
$201K - $267K
|
67K
$7.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.45K- 9.19% |
$204K - $270K
|
24.2K
$2.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-2.47K- 4.37% |
$205K - $272K
|
54.1K
$5.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.48K- 3.65% |
$205K - $273K
|
65.5K
$7.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.57K- 28.88% |
$213K - $283K
|
6.32K
$689K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-2.77K- 2.15% |
$230K - $305K
|
126K
$13.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-3K- 9.68% |
$249K - $330K
|
28K
$3.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.26K- 27.49% |
$270K - $359K
|
8.6K
$937K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.29K- 21.85% |
$273K - $362K
|
11.8K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-3.61K- 5.86% |
$300K - $398K
|
58.1K
$6.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-3.78K- 1.1% |
$314K - $417K
|
342K
$37.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-3.83K- 10.03% |
$318K - $422K
|
34.4K
$3.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-3.83K- 3.33% |
$318K - $422K
|
111K
$12.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.91K- 7.36% |
$325K - $431K
|
49.2K
$5.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.12K- 40.38% |
$342K - $453K
|
6.08K
$662K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.37K- 34.07% |
$362K - $481K
|
8.45K
$921K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.43K- 1.36% |
$367K - $487K
|
322K
$35.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.74K- 3.56% |
$393K - $522K
|
128K
$14M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-4.88K- 7.74% |
$405K - $537K
|
58.1K
$6.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.17K- 11.7% |
$429K - $569K
|
39K
$4.25M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5.4K- 1.03% |
$448K - $595K
|
517K
$56.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-5.65K- 11.14% |
$468K - $622K
|
45K
$4.91M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.77K- 11.32% |
$479K - $635K
|
45.2K
$4.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-6.21K- 5.02% |
$515K - $683K
|
117K
$12.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-6.32K- 50.6% |
$525K - $696K
|
6.17K
$673K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-6.41K- 2.27% |
$532K - $706K
|
276K
$30.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-7.59K- 11.86% |
$630K - $836K
|
56.4K
$6.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-7.73K- 4.87% |
$641K - $851K
|
151K
$16.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-7.95K- 7.39% |
$659K - $875K
|
99.6K
$10.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-8.42K- 14.53% |
$699K - $927K
|
49.6K
$5.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-8.54K- 20.72% |
$708K - $940K
|
32.7K
$3.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-8.86K- 13.54% |
$735K - $976K
|
56.6K
$6.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.05K- 68.99% |
$751K - $997K
|
4.07K
$443K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-9.44K- 4.87% |
$783K - $1.04M
|
185K
$20.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.56K- 10.12% |
$793K - $1.05M
|
84.9K
$9.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-9.62K- 5.23% |
$798K - $1.06M
|
174K
$19M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-9.72K- 30.59% |
$807K - $1.07M
|
22.1K
$2.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-9.75K- 41.25% |
$809K - $1.07M
|
13.9K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-10.9K- 1.48% |
$907K - $1.2M
|
727K
$79.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-11.5K- 48.5% |
$956K - $1.27M
|
12.2K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14.2K- 7.1% |
$1.18M - $1.57M
|
186K
$20.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-17.2K- 38.17% |
$1.43M - $1.89M
|
27.8K
$3.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-20.8K- 17.6% |
$1.73M - $2.3M
|
97.6K
$10.6M
|