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 |
---|---|---|---|---|---|---|---|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-730- 3.55% |
$53.2K - $62.2K
|
19.9K
$1.94M
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-704- 34.75% |
$51.3K - $59.9K
|
1.32K
$129K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-600- 9.41% |
$43.7K - $51.1K
|
5.77K
$563K
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-565- 7.17% |
$41.2K - $48.1K
|
7.32K
$714K
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-535- 8.0% |
$39K - $45.5K
|
6.15K
$600K
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-454- 11.1% |
$33.1K - $38.7K
|
3.64K
$355K
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-447- 8.03% |
$32.6K - $38.1K
|
5.12K
$499K
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-445- 5.82% |
$32.4K - $37.9K
|
7.2K
$702K
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-427- 1.13% |
$31.1K - $36.4K
|
37.4K
$3.65M
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-372- 4.57% |
$27.1K - $31.7K
|
7.76K
$757K
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-354- 11.5% |
$25.8K - $30.1K
|
2.72K
$266K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-352- 66.42% |
$25.7K - $30K
|
178
$17.4K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-340- 0.8% |
$24.8K - $28.9K
|
42K
$4.1M
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-302- 6.38% |
$22K - $25.7K
|
4.43K
$432K
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-300- 1.98% |
$21.9K - $25.5K
|
14.9K
$1.45M
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-264- 2.63% |
$19.2K - $22.5K
|
9.76K
$952K
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-261- 0.91% |
$19K - $22.2K
|
28.5K
$2.78M
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
SELL
|
- |
-250- 2.43% |
$18.2K - $21.3K
|
10K
$979K
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-233- 1.1% |
$17K - $19.8K
|
21K
$2.05M
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-233- 3.75% |
$17K - $19.8K
|
5.98K
$583K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-226- 71.97% |
$16.5K - $19.2K
|
88
$8.58K
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-207- 2.32% |
$15.1K - $17.6K
|
8.7K
$849K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-200- 3.57% |
$14.6K - $17K
|
5.4K
$527K
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-197- 1.99% |
$14.4K - $16.8K
|
9.71K
$947K
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-180- 0.68% |
$13.1K - $15.3K
|
26.1K
$2.55M
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-146- 13.32% |
$10.6K - $12.4K
|
950
$92.6K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-146- 5.11% |
$10.6K - $12.4K
|
2.71K
$264K
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-130- 3.95% |
$9.47K - $11.1K
|
3.16K
$308K
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-123- 0.88% |
$8.96K - $10.5K
|
13.9K
$1.35M
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-119- 3.66% |
$8.67K - $10.1K
|
3.13K
$306K
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-113- 1.46% |
$8.23K - $9.62K
|
7.61K
$742K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-110- 3.97% |
$8.02K - $9.37K
|
2.66K
$260K
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-86- 0.21% |
$6.27K - $7.32K
|
39.9K
$3.89M
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-85- 0.08% |
$6.19K - $7.24K
|
107K
$10.5M
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-84- 30.77% |
$6.12K - $7.15K
|
189
$18.4K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-75- 0.53% |
$5.47K - $6.39K
|
14.2K
$1.39M
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-75- 9.26% |
$5.47K - $6.39K
|
735
$71.7K
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-65- 2.37% |
$4.74K - $5.53K
|
2.67K
$261K
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-62- 4.8% |
$4.52K - $5.28K
|
1.23K
$120K
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-56- 1.74% |
$4.08K - $4.77K
|
3.17K
$309K
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-55- 1.17% |
$4.01K - $4.68K
|
4.66K
$454K
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-47- 0.77% |
$3.42K - $4K
|
6.02K
$587K
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-45- 0.9% |
$3.28K - $3.83K
|
4.94K
$482K
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-34- 0.29% |
$2.48K - $2.89K
|
11.6K
$1.13M
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-25- 0.1% |
$1.82K - $2.13K
|
24.9K
$2.43M
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-24- 13.71% |
$1.75K - $2.04K
|
151
$14.7K
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-24- 0.34% |
$1.75K - $2.04K
|
7.02K
$685K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-23- 0.22% |
$1.68K - $1.96K
|
10.2K
$996K
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-22- 0.04% |
$1.6K - $1.87K
|
56K
$5.46M
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-20- 0.49% |
$1.46K - $1.7K
|
4.04K
$394K
|