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 |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-24- 0.9% |
$1.9K - $2.24K
|
2.64K
$258K
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-21- 1.37% |
$1.67K - $1.96K
|
1.51K
$147K
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-20- 0.15% |
$1.59K - $1.87K
|
13.4K
$1.31M
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-19- 0.03% |
$1.51K - $1.77K
|
54.7K
$5.34M
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-18- 0.38% |
$1.43K - $1.68K
|
4.72K
$461K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-15- 3.96% |
$1.19K - $1.4K
|
364
$35.5K
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-15- 0.44% |
$1.19K - $1.4K
|
3.42K
$333K
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-12- 0.36% |
$952 - $1.12K
|
3.34K
$326K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-12- 0.15% |
$952 - $1.12K
|
8.1K
$790K
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-12- 0.34% |
$952 - $1.12K
|
3.55K
$346K
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-12- 0.28% |
$952 - $1.12K
|
4.27K
$417K
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-9- 0.36% |
$714 - $840
|
2.51K
$245K
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-7- 0.01% |
$555 - $653
|
108K
$10.5M
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-6- 0.25% |
$476 - $560
|
2.44K
$238K
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5- 0.09% |
$397 - $467
|
5.76K
$561K
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-5- 0.17% |
$397 - $467
|
2.89K
$282K
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-4- 0.04% |
$317 - $373
|
9.32K
$909K
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
SELL
|
- |
-4- 0.12% |
$317 - $373
|
3.42K
$334K
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1- 0.04% |
$79.3 - $93.3
|
2.47K
$240K
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1- 0.02% |
$79.3 - $93.3
|
4.4K
$429K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1- 0.03% |
$79.3 - $93.3
|
3.28K
$319K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Barings LLC
|
SELL
|
- |
-510K- 97.99% |
$37.2M - $43.4M
|
10.5K
$1.02M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-31.3K- 89.21% |
$2.28M - $2.67M
|
3.79K
$370K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-23.1K- 6.31% |
$1.68M - $1.97M
|
343K
$33.4M
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-16.7K- 25.81% |
$1.22M - $1.42M
|
48K
$4.68M
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-8.63K- 2.85% |
$629K - $735K
|
294K
$28.6M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.64K- 21.61% |
$557K - $651K
|
27.7K
$2.7M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-6.08K- 15.58% |
$443K - $518K
|
32.9K
$3.21M
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-5K- 33.58% |
$364K - $426K
|
9.89K
$964K
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.73K- 4.05% |
$345K - $403K
|
112K
$10.9M
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-4.13K- 18.55% |
$301K - $352K
|
18.1K
$1.77M
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-3.71K- 30.99% |
$270K - $316K
|
8.26K
$806K
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-3.23K- 13.16% |
$235K - $275K
|
21.3K
$2.08M
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-3.19K- 50.0% |
$233K - $272K
|
3.19K
$311K
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-2.7K- 29.38% |
$197K - $230K
|
6.5K
$634K
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.5K- 5.87% |
$182K - $212K
|
40K
$3.9M
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.23K- 14.78% |
$162K - $190K
|
12.8K
$1.25M
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.95K- 2.26% |
$142K - $166K
|
84.3K
$8.22M
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.73K- 19.1% |
$126K - $148K
|
7.35K
$716K
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.59K- 26.34% |
$116K - $136K
|
4.45K
$434K
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.56K- 11.38% |
$114K - $133K
|
12.2K
$1.19M
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.5K- 4.05% |
$109K - $128K
|
35.5K
$3.46M
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-1.47K- 13.34% |
$107K - $125K
|
9.55K
$931K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.46K- 13.06% |
$106K - $124K
|
9.71K
$946K
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.4K- 14.89% |
$102K - $119K
|
8K
$780K
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-1.37K- 34.3% |
$99.5K - $116K
|
2.62K
$255K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.05K- 15.4% |
$76.7K - $89.6K
|
5.78K
$564K
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-913- 26.58% |
$66.5K - $77.7K
|
2.52K
$246K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-887- 6.54% |
$64.6K - $75.5K
|
12.7K
$1.24M
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-748- 8.61% |
$54.5K - $63.7K
|
7.94K
$774K
|