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
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-20.9K- 55.28% |
$1.73M - $2.3M
|
16.9K
$1.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-21.3K- 23.84% |
$1.77M - $2.35M
|
68.2K
$7.43M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-25.5K- 10.72% |
$2.11M - $2.8M
|
212K
$23.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-25.9K- 50.29% |
$2.15M - $2.85M
|
25.6K
$2.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-26.3K- 13.94% |
$2.18M - $2.89M
|
162K
$17.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-31.4K- 7.13% |
$2.61M - $3.46M
|
409K
$44.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-32K- 90.36% |
$2.65M - $3.52M
|
3.41K
$372K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-34K- 15.09% |
$2.82M - $3.75M
|
191K
$20.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-34.5K- 74.68% |
$2.86M - $3.8M
|
11.7K
$1.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-35.7K- 34.66% |
$2.97M - $3.94M
|
67.4K
$7.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-39.6K- 3.22% |
$3.28M - $4.36M
|
1.19M
$130M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-62.5K- 87.41% |
$5.19M - $6.88M
|
9K
$981K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-76.3K- 7.06% |
$6.33M - $8.4M
|
1.01M
$110M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-79.2K- 22.96% |
$6.57M - $8.72M
|
266K
$29M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-129K- 91.53% |
$10.7M - $14.2M
|
11.9K
$1.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-133K- 5.6% |
$11M - $14.7M
|
2.24M
$245M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-157K- 65.15% |
$13M - $17.3M
|
83.9K
$9.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-162K- 43.99% |
$13.5M - $17.9M
|
207K
$22.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-190K- 26.76% |
$15.8M - $20.9M
|
520K
$56.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-200K- 8.06% |
$16.6M - $22M
|
2.28M
$248M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-315K- 7.98% |
$26.1M - $34.6M
|
3.63M
$395M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-423K- 56.57% |
$35.1M - $46.5M
|
325K
$35.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-743K- 56.44% |
$61.6M - $81.8M
|
573K
$62.5M
|