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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-134- 2.44% |
$12.7K - $14.1K
|
5.35K
$583K
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-128- 5.81% |
$12.1K - $13.5K
|
2.08K
$226K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-126- 20.1% |
$11.9K - $13.3K
|
501
$54.6K
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-119- 2.8% |
$11.2K - $12.6K
|
4.13K
$450K
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-102- 4.84% |
$9.63K - $10.8K
|
2.01K
$219K
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-100- 0.82% |
$9.44K - $10.5K
|
12.1K
$1.32M
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-97- 2.32% |
$9.16K - $10.2K
|
4.09K
$446K
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-93- 0.81% |
$8.78K - $9.81K
|
11.4K
$1.24M
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-92- 0.83% |
$8.69K - $9.7K
|
11K
$1.2M
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-80- 2.0% |
$7.55K - $8.44K
|
3.92K
$427K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-80- 14.26% |
$7.55K - $8.44K
|
481
$52.4K
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-79- 25.82% |
$7.46K - $8.33K
|
227
$24.7K
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-76- 0.96% |
$7.18K - $8.02K
|
7.84K
$854K
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-76- 3.62% |
$7.18K - $8.02K
|
2.02K
$220K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-75- 0.8% |
$7.08K - $7.91K
|
9.31K
$1.01M
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-63- 2.32% |
$5.95K - $6.64K
|
2.66K
$290K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-63- 3.69% |
$5.95K - $6.64K
|
1.64K
$179K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-57- 8.88% |
$5.38K - $6.01K
|
585
$63.7K
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-55- 2.32% |
$5.19K - $5.8K
|
2.32K
$253K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-48- 0.9% |
$4.53K - $5.06K
|
5.27K
$574K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-47- 3.78% |
$4.44K - $4.96K
|
1.2K
$130K
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-46- 10.41% |
$4.34K - $4.85K
|
396
$43.2K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-46- 0.86% |
$4.34K - $4.85K
|
5.32K
$580K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-40- 0.84% |
$3.78K - $4.22K
|
4.74K
$516K
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-32- 0.71% |
$3.02K - $3.38K
|
4.49K
$489K
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-28- 4.64% |
$2.64K - $2.95K
|
576
$62.8K
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-20- 11.76% |
$1.89K - $2.11K
|
150
$16.3K
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-13- 0.33% |
$1.23K - $1.37K
|
3.9K
$425K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-6- 1.72% |
$567 - $633
|
343
$37.4K
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5- 0.21% |
$472 - $527
|
2.4K
$262K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-5- 0.04% |
$472 - $527
|
13.4K
$1.46M
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-3- 0.02% |
$283 - $316
|
17.1K
$1.86M
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-406K- 44.82% |
$34.4M - $39.4M
|
500K
$54.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-248K- 10.07% |
$21M - $24.1M
|
2.21M
$241M
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-42.7K- 6.63% |
$3.62M - $4.15M
|
601K
$65.5M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-36.7K- 99.95% |
$3.11M - $3.56M
|
17
$1.85K
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-16.8K- 60.4% |
$1.42M - $1.63M
|
11K
$1.2M
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-10.7K- 4.32% |
$911K - $1.04M
|
238K
$25.9M
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-9.97KClosed |
$845K - $968K
|
0
$0
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-7.64K- 8.68% |
$647K - $742K
|
80.3K
$8.75M
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4.89K- 49.09% |
$415K - $475K
|
5.07K
$553K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.64K- 10.72% |
$139K - $159K
|
13.6K
$1.49M
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.54K- 11.52% |
$130K - $149K
|
11.8K
$1.29M
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-1.14K- 82.0% |
$96.6K - $111K
|
250
$27.2K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.08K- 1.47% |
$91.6K - $105K
|
72.5K
$7.9M
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.01K- 46.62% |
$85.3K - $97.7K
|
1.15K
$126K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1K- 6.39% |
$84.9K - $97.3K
|
14.7K
$1.6M
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-945- 0.63% |
$80.1K - $91.8K
|
149K
$16.2M
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-898- 4.23% |
$76.1K - $87.2K
|
20.3K
$2.22M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-885- 43.11% |
$75K - $86K
|
1.17K
$127K
|