Latest Institutional Sells of Ishares S&P 500 Growth ETF (IVW)
This list provides information on the latest institutional transactions involving Ishares S&P 500 Growth ETF (IVW) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-531- 14.84% |
$49.1K - $56.7K
|
3.05K
$332K
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-531- 14.81% |
$49.1K - $56.7K
|
3.06K
$333K
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-530- 4.23% |
$49K - $56.5K
|
12K
$1.31M
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-524- 4.26% |
$48.4K - $55.9K
|
11.8K
$1.28M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-518- 99.81% |
$47.9K - $55.3K
|
1
$109
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-506- 1.78% |
$46.8K - $54K
|
27.9K
$3.04M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-501- 0.67% |
$46.3K - $53.5K
|
74.6K
$8.13M
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-500- 16.63% |
$46.2K - $53.3K
|
2.51K
$273K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-500- 4.87% |
$46.2K - $53.3K
|
9.76K
$1.06M
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-495- 4.26% |
$45.8K - $52.8K
|
11.1K
$1.21M
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-494- 6.78% |
$45.7K - $52.7K
|
6.79K
$740K
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-481- 2.53% |
$44.5K - $51.3K
|
18.5K
$2.02M
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-480- 14.67% |
$44.4K - $51.2K
|
2.79K
$304K
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-480- 0.95% |
$44.4K - $51.2K
|
50.2K
$5.47M
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-475- 0.31% |
$43.9K - $50.7K
|
155K
$16.9M
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-468- 9.03% |
$43.3K - $49.9K
|
4.72K
$514K
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-466- 9.1% |
$43.1K - $49.7K
|
4.66K
$507K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-458- 4.3% |
$42.3K - $48.9K
|
10.2K
$1.11M
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-458- 2.45% |
$42.3K - $48.9K
|
18.2K
$1.99M
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-446- 0.42% |
$41.2K - $47.6K
|
106K
$11.5M
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-440- 2.32% |
$40.7K - $46.9K
|
18.5K
$2.02M
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-435- 11.22% |
$40.2K - $46.4K
|
3.44K
$375K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-434- 0.2% |
$40.1K - $46.3K
|
219K
$23.9M
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-426- 7.08% |
$39.4K - $45.4K
|
5.59K
$610K
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-417- 0.34% |
$38.6K - $44.5K
|
122K
$13.3M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-416- 1.48% |
$38.5K - $44.4K
|
27.6K
$3.01M
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-416- 58.35% |
$38.5K - $44.4K
|
297
$32.4K
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-415- 1.03% |
$38.4K - $44.3K
|
39.8K
$4.34M
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-415- 5.67% |
$38.4K - $44.3K
|
6.9K
$752K
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-414- 7.41% |
$38.3K - $44.2K
|
5.18K
$564K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-412- 1.02% |
$38.1K - $44K
|
40.2K
$4.38M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-403- 2.59% |
$37.3K - $43K
|
15.2K
$1.65M
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-401- 1.63% |
$37.1K - $42.8K
|
24.3K
$2.64M
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-400- 0.24% |
$37K - $42.7K
|
170K
$18.5M
|
|
May 13, 2025
Q1 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-400- 23.64% |
$37K - $42.7K
|
1.29K
$141K
|
|
May 13, 2025
Q1 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-400- 2.78% |
$37K - $42.7K
|
14K
$1.53M
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-400- 3.44% |
$37K - $42.7K
|
11.2K
$1.22M
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-400- 4.29% |
$37K - $42.7K
|
8.92K
$972K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-399- 4.34% |
$36.9K - $42.6K
|
8.79K
$958K
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-399- 4.22% |
$36.9K - $42.6K
|
9.06K
$987K
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-396- 9.57% |
$36.6K - $42.2K
|
3.74K
$408K
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-390- 1.91% |
$36.1K - $41.6K
|
20K
$2.18M
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-388- 1.89% |
$35.9K - $41.4K
|
20.1K
$2.19M
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-387- 0.75% |
$35.8K - $41.3K
|
51.2K
$5.58M
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-387- 27.29% |
$35.8K - $41.3K
|
1.03K
$112K
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-384- 13.32% |
$35.5K - $41K
|
2.5K
$272K
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-382- 0.81% |
$35.3K - $40.8K
|
46.8K
$5.09M
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-379- 5.2% |
$35K - $40.4K
|
6.91K
$753K
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-376- 5.31% |
$34.8K - $40.1K
|
6.71K
$731K
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-370- 15.24% |
$34.2K - $39.5K
|
2.06K
$224K
|