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 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-83- 48.54% |
$7.67K - $8.86K
|
88
$10.5K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-61- 1.55% |
$5.64K - $6.51K
|
3.88K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-59- 1.09% |
$5.45K - $6.29K
|
5.37K
$639K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-57- 0.22% |
$5.27K - $6.08K
|
25.8K
$3.07M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-55- 1.59% |
$5.08K - $5.87K
|
3.4K
$404K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-55- 0.49% |
$5.08K - $5.87K
|
11.3K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-48- 1.02% |
$4.44K - $5.12K
|
4.64K
$552K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-46- 0.19% |
$4.25K - $4.91K
|
23.8K
$2.83M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-46- 1.37% |
$4.25K - $4.91K
|
3.32K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-45- 2.03% |
$4.16K - $4.8K
|
2.17K
$259K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-45- 6.2% |
$4.16K - $4.8K
|
681
$81K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-34- 1.57% |
$3.14K - $3.63K
|
2.13K
$253K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-33- 0.32% |
$3.05K - $3.52K
|
10.2K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-32- 2.05% |
$2.96K - $3.41K
|
1.53K
$182K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-28- 0.29% |
$2.59K - $2.99K
|
9.52K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-26- 3.01% |
$2.4K - $2.77K
|
838
$99.7K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-26- 0.66% |
$2.4K - $2.77K
|
3.9K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-25- 1.02% |
$2.31K - $2.67K
|
2.43K
$289K
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-25- 0.36% |
$2.31K - $2.67K
|
6.98K
$830K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-16- 5.19% |
$1.48K - $1.71K
|
292
$34.7K
|
|
|
Aug 06, 2025
Q1 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-14- 0.11% |
$1.29K - $1.49K
|
13.1K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-7- 0.16% |
$647 - $747
|
4.39K
$522K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-6- 0.18% |
$555 - $640
|
3.4K
$405K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-4- 0.07% |
$370 - $427
|
5.62K
$669K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-2- 0.9% |
$185 - $213
|
220
$26.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1- 0.2% |
$92.5 - $107
|
511
$60.8K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-297K- 34.12% |
$28M - $31.3M
|
573K
$68.1M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-80.4K- 31.54% |
$7.59M - $8.48M
|
174K
$20.8M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-46.6K- 93.61% |
$4.4M - $4.92M
|
3.18K
$379K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-45.4K- 99.58% |
$4.28M - $4.78M
|
190
$22.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-36.2K- 18.82% |
$3.41M - $3.81M
|
156K
$18.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-13.3K- 22.74% |
$1.26M - $1.4M
|
45.2K
$5.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12.1K- 58.65% |
$1.14M - $1.27M
|
8.52K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-6.17K- 1.63% |
$582K - $650K
|
372K
$44.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-5.4K- 15.62% |
$510K - $570K
|
29.2K
$3.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5.23K- 57.19% |
$494K - $551K
|
3.91K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-3.85K- 43.13% |
$364K - $406K
|
5.08K
$604K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.8KClosed |
$359K - $401K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.45K- 34.71% |
$326K - $364K
|
6.49K
$772K
|
|
|
Aug 19, 2025
Q4 2024
|
Croban
Fremont, OH |
SELL
|
- |
-3.18K- 11.52% |
$301K - $336K
|
24.5K
$2.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-2.34K- 32.32% |
$221K - $246K
|
4.89K
$582K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.19KClosed |
$206K - $231K
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.01K- 43.64% |
$189K - $211K
|
2.59K
$308K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.92K- 48.96% |
$181K - $203K
|
2K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-1.38K- 21.18% |
$130K - $146K
|
5.14K
$611K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 38.11% |
$115K - $128K
|
1.98K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-981- 17.91% |
$92.6K - $103K
|
4.5K
$535K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-876- 0.63% |
$82.7K - $92.4K
|
139K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-846- 10.36% |
$79.9K - $89.2K
|
7.32K
$871K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-806- 31.74% |
$76.1K - $85K
|
1.73K
$206K
|
|