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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 0.19% |
$197 - $226
|
1.57K
$163K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-795KClosed |
$54.1M - $57.7M
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-158K- 75.19% |
$10.7M - $11.5M
|
52.1K
$5.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-41K- 38.09% |
$2.79M - $2.98M
|
66.6K
$6.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-27.5K- 66.67% |
$1.87M - $2M
|
13.7K
$1.43M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-25.4K- 0.75% |
$1.73M - $1.84M
|
3.38M
$350M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.7K- 3.26% |
$731K - $780K
|
319K
$33.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-6.06K- 1.08% |
$412K - $440K
|
553K
$57.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5.22K- 27.18% |
$355K - $380K
|
14K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.04K- 21.84% |
$343K - $366K
|
18K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.54K- 41.76% |
$241K - $257K
|
4.94K
$513K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.76K- 99.35% |
$188K - $201K
|
18
$1.87K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.57K- 83.69% |
$175K - $186K
|
500
$51.9K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.99K- 29.27% |
$135K - $144K
|
4.8K
$499K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.92K- 1.4% |
$130K - $139K
|
134K
$14M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.1K- 15.95% |
$74.7K - $79.7K
|
5.78K
$600K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-774- 13.36% |
$52.7K - $56.2K
|
5.02K
$521K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-718- 1.82% |
$48.9K - $52.2K
|
38.8K
$4.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-564Closed |
$38.4K - $41K
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-560- 6.85% |
$38.1K - $40.7K
|
7.61K
$790K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-500- 14.5% |
$34K - $36.3K
|
2.95K
$306K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-408- 2.6% |
$27.8K - $29.6K
|
15.3K
$1.59M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-185- 64.24% |
$12.6K - $13.4K
|
103
$10.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-142- 4.06% |
$9.66K - $10.3K
|
3.35K
$348K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-126- 12.05% |
$8.57K - $9.16K
|
920
$95.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-112- 11.03% |
$7.62K - $8.14K
|
903
$93.8K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-80- 84.21% |
$5.44K - $5.81K
|
15
$1.56K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-24- 0.56% |
$1.63K - $1.74K
|
4.28K
$444K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-17- 0.36% |
$1.16K - $1.24K
|
4.76K
$495K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-290K- 97.99% |
$18.3M - $20.4M
|
5.93K
$615K
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-48.6K- 94.22% |
$3.07M - $3.43M
|
2.98K
$310K
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-9K- 94.74% |
$569K - $634K
|
500
$51.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5.36K- 3.57% |
$338K - $377K
|
145K
$15M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.02K- 47.06% |
$191K - $213K
|
3.4K
$353K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-3K- 51.23% |
$190K - $212K
|
2.86K
$297K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.71K- 0.92% |
$171K - $191K
|
292K
$30.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
SELL
|
- |
-806- 22.03% |
$50.9K - $56.8K
|
2.85K
$296K
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-779- 26.66% |
$49.2K - $54.9K
|
2.14K
$223K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-672- 13.14% |
$42.5K - $47.4K
|
4.44K
$461K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-636- 10.94% |
$40.2K - $44.8K
|
5.18K
$537K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-635- 51.42% |
$40.1K - $44.8K
|
600
$62.3K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-623- 15.02% |
$39.4K - $43.9K
|
3.53K
$366K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-569- 16.12% |
$36K - $40.1K
|
2.96K
$307K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-434- 7.23% |
$27.4K - $30.6K
|
5.57K
$578K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-388- 0.38% |
$24.5K - $27.3K
|
101K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-310- 2.68% |
$19.6K - $21.8K
|
11.3K
$1.17M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-295- 6.11% |
$18.6K - $20.8K
|
4.53K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-256- 35.16% |
$16.2K - $18K
|
472
$49K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-150- 5.36% |
$9.48K - $10.6K
|
2.65K
$275K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-148- 3.12% |
$9.36K - $10.4K
|
4.6K
$478K
|
|