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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-8.83K- 34.08% |
$700K - $824K
|
17.1K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.98K- 56.32% |
$554K - $651K
|
5.41K
$562K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.2K- 36.81% |
$412K - $485K
|
8.92K
$926K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.93K- 72.15% |
$391K - $460K
|
1.91K
$198K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.6K- 16.42% |
$365K - $429K
|
23.4K
$2.43M
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-4.48K- 42.63% |
$355K - $418K
|
6.02K
$625K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-4.18K- 90.37% |
$331K - $390K
|
445
$46.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-4.01K- 6.59% |
$318K - $374K
|
56.8K
$5.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-3.76K- 58.05% |
$298K - $351K
|
2.72K
$282K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.7K- 16.09% |
$293K - $345K
|
19.3K
$2M
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-3.63KClosed |
$288K - $339K
|
0
$0
|
|
|
Jul 05, 2024
Q2 2024
|
Polianta LTD
|
SELL
|
- |
-3.3K- 4.05% |
$262K - $308K
|
78.2K
$8.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.29K- 4.34% |
$261K - $307K
|
72.5K
$7.53M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.45K- 9.48% |
$194K - $229K
|
23.4K
$2.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.95K- 28.24% |
$155K - $182K
|
4.96K
$515K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.79K- 6.9% |
$142K - $167K
|
24.1K
$2.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.57K- 17.59% |
$125K - $147K
|
7.37K
$765K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 14.05% |
$114K - $134K
|
8.81K
$915K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.38K- 32.9% |
$109K - $128K
|
2.8K
$291K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.35K- 19.59% |
$107K - $126K
|
5.54K
$575K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.17K- 20.3% |
$92.6K - $109K
|
4.59K
$476K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-993- 29.39% |
$78.8K - $92.7K
|
2.39K
$248K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-838- 3.4% |
$66.5K - $78.2K
|
23.8K
$2.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-777- 21.85% |
$61.6K - $72.5K
|
2.78K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-750- 6.81% |
$59.5K - $70K
|
10.3K
$1.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-677- 18.91% |
$53.7K - $63.2K
|
2.9K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-620- 6.38% |
$49.2K - $57.9K
|
9.1K
$945K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-576- 15.37% |
$45.7K - $53.7K
|
3.17K
$329K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-555- 5.24% |
$44K - $51.8K
|
10K
$1.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-551- 15.49% |
$43.7K - $51.4K
|
3.01K
$312K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-516- 11.95% |
$40.9K - $48.1K
|
3.8K
$395K
|
|
|
Aug 13, 2024
Q2 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-501- 3.36% |
$39.7K - $46.7K
|
14.4K
$1.5M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-486- 6.52% |
$38.5K - $45.3K
|
6.97K
$723K
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-485- 4.74% |
$38.5K - $45.3K
|
9.74K
$1.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-461- 80.74% |
$36.6K - $43K
|
110
$11.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-448- 1.11% |
$35.5K - $41.8K
|
39.8K
$4.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-400- 5.68% |
$31.7K - $37.3K
|
6.64K
$689K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-397- 5.63% |
$31.5K - $37K
|
6.66K
$691K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-395- 9.34% |
$31.3K - $36.9K
|
3.84K
$398K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-391- 2.66% |
$31K - $36.5K
|
14.3K
$1.48M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-379- 0.63% |
$30.1K - $35.4K
|
59.8K
$6.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-353- 5.8% |
$28K - $32.9K
|
5.73K
$595K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-328- 59.53% |
$26K - $30.6K
|
223
$23.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-308- 36.62% |
$24.4K - $28.7K
|
533
$55.3K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-234- 50.87% |
$18.6K - $21.8K
|
226
$23.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-224- 1.06% |
$17.8K - $20.9K
|
20.9K
$2.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-215- 6.0% |
$17.1K - $20.1K
|
3.37K
$350K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-197- 2.39% |
$15.6K - $18.4K
|
8.03K
$834K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-190- 1.81% |
$15.1K - $17.7K
|
10.3K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-188- 1.67% |
$14.9K - $17.5K
|
11.1K
$1.15M
|