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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-868- 14.22% |
$73.6K - $84.3K
|
5.23K
$545K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-864- 9.25% |
$73.2K - $83.9K
|
8.47K
$883K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-826- 10.19% |
$70K - $80.2K
|
7.28K
$758K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-778- 8.14% |
$66K - $75.6K
|
8.78K
$915K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-754- 0.56% |
$63.9K - $73.2K
|
134K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-741- 2.45% |
$62.8K - $72K
|
29.5K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-734- 2.56% |
$62.2K - $71.3K
|
27.9K
$2.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-726- 4.12% |
$61.5K - $70.5K
|
16.9K
$1.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-717- 4.1% |
$60.8K - $69.6K
|
16.8K
$1.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-710- 1.2% |
$60.2K - $69K
|
58.3K
$6.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-696- 0.72% |
$59K - $67.6K
|
95.9K
$9.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-679- 9.13% |
$57.6K - $66K
|
6.76K
$704K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-670- 1.47% |
$56.8K - $65.1K
|
45K
$4.69M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-664- 13.61% |
$56.3K - $64.5K
|
4.22K
$439K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-645- 2.47% |
$54.7K - $62.6K
|
25.4K
$2.65M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-637- 12.88% |
$54K - $61.9K
|
4.31K
$449K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-621- 13.53% |
$52.6K - $60.3K
|
3.97K
$414K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-603- 1.82% |
$51.1K - $58.6K
|
32.5K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-600- 14.19% |
$50.9K - $58.3K
|
3.63K
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-600- 5.59% |
$50.9K - $58.3K
|
10.1K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-598- 0.49% |
$50.7K - $58.1K
|
120K
$12.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-587- 3.81% |
$49.8K - $57K
|
14.8K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-575- 18.46% |
$48.7K - $55.8K
|
2.54K
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-575- 8.29% |
$48.7K - $55.8K
|
6.36K
$663K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-564- 9.72% |
$47.8K - $54.8K
|
5.24K
$546K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-562- 14.09% |
$47.6K - $54.6K
|
3.43K
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-557- 7.93% |
$47.2K - $54.1K
|
6.46K
$673K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-549- 42.99% |
$46.5K - $53.3K
|
728
$75.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-543- 6.06% |
$46K - $52.7K
|
8.42K
$877K
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-532- 6.11% |
$45.1K - $51.7K
|
8.18K
$852K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-519- 2.25% |
$44K - $50.4K
|
22.5K
$2.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-512- 6.06% |
$43.4K - $49.7K
|
7.93K
$827K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-501- 3.15% |
$42.5K - $48.7K
|
15.4K
$1.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-500- 1.41% |
$42.4K - $48.6K
|
35K
$3.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-470- 0.71% |
$39.8K - $45.7K
|
65.8K
$6.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-459- 3.69% |
$38.9K - $44.6K
|
12K
$1.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-452- 7.04% |
$38.3K - $43.9K
|
5.97K
$622K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-450- 13.24% |
$38.1K - $43.7K
|
2.95K
$307K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-450- 8.21% |
$38.1K - $43.7K
|
5.03K
$524K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-448- 33.89% |
$38K - $43.5K
|
874
$91.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-447- 1.12% |
$37.9K - $43.4K
|
39.5K
$4.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-444- 14.67% |
$37.6K - $43.1K
|
2.58K
$269K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-438- 3.88% |
$37.1K - $42.5K
|
10.9K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-417- 10.74% |
$35.3K - $40.5K
|
3.47K
$361K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-406- 3.14% |
$34.4K - $39.4K
|
12.5K
$1.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-403- 0.73% |
$34.2K - $39.1K
|
54.9K
$5.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-386- 0.73% |
$32.7K - $37.5K
|
52.4K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-375- 82.96% |
$31.8K - $36.4K
|
77
$8.02K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-375- 1.04% |
$31.8K - $36.4K
|
35.6K
$3.71M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-368- 1.14% |
$31.2K - $35.7K
|
32K
$3.33M
|