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 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-372- 4.57% |
$27.1K - $31.7K
|
7.76K
$806K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-354- 11.5% |
$25.8K - $30.1K
|
2.72K
$283K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-352- 66.42% |
$25.7K - $30K
|
178
$18.5K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-340- 0.8% |
$24.8K - $28.9K
|
42K
$4.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-300- 1.98% |
$21.9K - $25.5K
|
14.9K
$1.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
SELL
|
- |
-250- 2.43% |
$18.2K - $21.3K
|
10K
$1.04M
|
|
|
Jan 08, 2025
Q1 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-245- 1.85% |
$17.9K - $20.9K
|
13K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-226- 71.97% |
$16.5K - $19.2K
|
88
$9.14K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-200- 3.57% |
$14.6K - $17K
|
5.4K
$561K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-197- 1.99% |
$14.4K - $16.8K
|
9.71K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-146- 13.32% |
$10.6K - $12.4K
|
950
$98.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-130- 3.95% |
$9.47K - $11.1K
|
3.16K
$328K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-110- 3.97% |
$8.02K - $9.37K
|
2.66K
$277K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-84- 30.77% |
$6.12K - $7.15K
|
189
$19.6K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-75- 0.53% |
$5.47K - $6.39K
|
14.2K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-65- 2.37% |
$4.74K - $5.53K
|
2.67K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-62- 4.8% |
$4.52K - $5.28K
|
1.23K
$128K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-47- 0.77% |
$3.42K - $4K
|
6.02K
$625K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-23- 0.22% |
$1.68K - $1.96K
|
10.2K
$1.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-22- 0.04% |
$1.6K - $1.87K
|
56K
$5.81M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-13- 0.1% |
$947 - $1.11K
|
13.4K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-5- 0.01% |
$364 - $426
|
54.1K
$5.62M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-112K- 98.41% |
$7.36M - $8.44M
|
1.81K
$187K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-24K- 12.08% |
$1.58M - $1.81M
|
175K
$18.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-9.87K- 28.2% |
$649K - $744K
|
25.1K
$2.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-7.6K- 7.03% |
$500K - $573K
|
100K
$10.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.44KClosed |
$226K - $259K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-3.27K- 2.68% |
$215K - $247K
|
119K
$12.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.74K- 15.83% |
$114K - $131K
|
9.25K
$961K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.07K- 1.22% |
$70.3K - $80.6K
|
86.3K
$8.96M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-850- 5.27% |
$55.9K - $64.1K
|
15.3K
$1.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-714- 46.73% |
$47K - $53.8K
|
814
$84.5K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-542- 16.46% |
$35.7K - $40.9K
|
2.75K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-512- 12.81% |
$33.7K - $38.6K
|
3.49K
$362K
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-438- 4.92% |
$28.8K - $33K
|
8.47K
$880K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-385- 20.04% |
$25.3K - $29K
|
1.54K
$159K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-254- 2.05% |
$16.7K - $19.2K
|
12.1K
$1.26M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-250- 14.04% |
$16.4K - $18.9K
|
1.53K
$159K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-215- 2.49% |
$14.1K - $16.2K
|
8.41K
$873K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-206- 1.77% |
$13.6K - $15.5K
|
11.4K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-173- 21.63% |
$11.4K - $13K
|
627
$65.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-155- 84.7% |
$10.2K - $11.7K
|
28
$2.91K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-144- 0.55% |
$9.47K - $10.9K
|
26K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-100- 6.55% |
$6.58K - $7.54K
|
1.43K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-100- 0.49% |
$6.58K - $7.54K
|
20.2K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-67- 25.0% |
$4.41K - $5.05K
|
201
$20.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-50- 44.25% |
$3.29K - $3.77K
|
63
$6.54K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11- 0.12% |
$724 - $829
|
8.84K
$918K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-10- 9.35% |
$658 - $754
|
97
$10.1K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9- 1.64% |
$592 - $679
|
540
$56.1K
|
|