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 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
CALL |
-2- 0.04% |
$126 - $141
|
5.28K
$515K
|
|
Q1 2023 | |||||||
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
SELL
|
- |
-44.3K- 34.59% |
$2.54M - $2.83M
|
83.9K
$8.18M
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-26.5K- 38.28% |
$1.52M - $1.69M
|
42.7K
$4.16M
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-20.4K- 98.43% |
$1.17M - $1.3M
|
324
$31.6K
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-8.99KClosed |
$515K - $574K
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-5.83K- 48.22% |
$333K - $372K
|
6.26K
$610K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-4.87K- 30.56% |
$279K - $311K
|
11.1K
$1.08M
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.31K- 31.49% |
$190K - $212K
|
7.2K
$702K
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-3.31K- 15.5% |
$189K - $211K
|
18K
$1.76M
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.17K- 30.04% |
$124K - $138K
|
5.05K
$492K
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.22K- 10.86% |
$69.8K - $77.9K
|
10K
$976K
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.18KClosed |
$67.7K - $75.6K
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-997- 8.65% |
$57.1K - $63.7K
|
10.5K
$1.03M
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-621- 7.55% |
$35.6K - $39.7K
|
7.61K
$742K
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-316- 8.66% |
$18.1K - $20.2K
|
3.33K
$325K
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-314- 19.15% |
$18K - $20.1K
|
1.33K
$129K
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-278- 4.81% |
$15.9K - $17.8K
|
5.5K
$536K
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-251- 5.95% |
$14.4K - $16K
|
3.96K
$387K
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-200- 3.39% |
$11.5K - $12.8K
|
5.71K
$557K
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-124- 53.91% |
$7.1K - $7.92K
|
106
$10.3K
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-104Closed |
$5.95K - $6.64K
|
0
$0
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-68Closed |
$3.89K - $4.34K
|
0
$0
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-60- 1.48% |
$3.44K - $3.83K
|
4K
$390K
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-14.7K- 32.26% |
$831K - $931K
|
30.8K
$3M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.81K- 46.42% |
$443K - $496K
|
9.01K
$879K
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-4.36KClosed |
$247K - $277K
|
0
$0
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.95K- 22.85% |
$167K - $187K
|
9.96K
$971K
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.44K- 31.51% |
$139K - $155K
|
5.31K
$518K
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.1K- 39.65% |
$119K - $133K
|
3.2K
$312K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.5K- 96.84% |
$85.1K - $95.3K
|
49
$4.78K
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.35K- 5.6% |
$76.5K - $85.7K
|
22.7K
$2.22M
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.13K- 41.13% |
$64.2K - $71.9K
|
1.62K
$158K
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-964- 14.03% |
$54.7K - $61.3K
|
5.91K
$576K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-843- 23.18% |
$47.8K - $53.6K
|
2.79K
$272K
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-752- 11.35% |
$42.7K - $47.8K
|
5.88K
$573K
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-568- 2.91% |
$32.2K - $36.1K
|
18.9K
$1.85M
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-489- 0.73% |
$27.7K - $31.1K
|
66.4K
$6.48M
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-289- 7.4% |
$16.4K - $18.4K
|
3.62K
$353K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-283- 10.78% |
$16.1K - $18K
|
2.34K
$228K
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-257- 3.6% |
$14.6K - $16.3K
|
6.89K
$672K
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-225- 4.06% |
$12.8K - $14.3K
|
5.32K
$519K
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-200- 28.57% |
$11.3K - $12.7K
|
500
$48.8K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-177- 1.3% |
$10K - $11.3K
|
13.5K
$1.31M
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-147- 1.46% |
$8.34K - $9.34K
|
9.94K
$969K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-137- 1.19% |
$7.77K - $8.71K
|
11.4K
$1.11M
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-42- 0.58% |
$2.38K - $2.67K
|
7.16K
$699K
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-35- 0.28% |
$1.99K - $2.22K
|
12.3K
$1.2M
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-32- 1.46% |
$1.82K - $2.03K
|
2.16K
$210K
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-25Closed |
$1.42K - $1.59K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-17- 0.08% |
$964 - $1.08K
|
22.5K
$2.19M
|