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 |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-2.63K- 47.05% |
$223K - $255K
|
2.96K
$289K
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-2.62K- 4.92% |
$222K - $254K
|
50.6K
$4.93M
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.61K- 2.52% |
$221K - $254K
|
101K
$9.84M
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.48K- 21.32% |
$210K - $240K
|
9.13K
$891K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.47K- 4.11% |
$209K - $240K
|
57.6K
$5.61M
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-2.36K- 11.09% |
$200K - $229K
|
18.9K
$1.85M
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.3K- 5.64% |
$195K - $224K
|
38.5K
$3.76M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.18K- 4.97% |
$185K - $212K
|
41.7K
$4.06M
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.17K- 3.96% |
$184K - $210K
|
52.5K
$5.12M
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-2.15K- 93.28% |
$182K - $209K
|
155
$15.1K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.12K- 4.11% |
$180K - $206K
|
49.5K
$4.83M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.93K- 14.21% |
$164K - $188K
|
11.7K
$1.14M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.88K- 1.09% |
$160K - $183K
|
171K
$16.7M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.78K- 33.38% |
$151K - $173K
|
3.56K
$347K
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.78K- 11.34% |
$151K - $173K
|
13.9K
$1.35M
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.77K- 1.86% |
$150K - $172K
|
93.3K
$9.1M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.76K- 2.77% |
$149K - $171K
|
61.5K
$6M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.75K- 23.62% |
$149K - $170K
|
5.67K
$553K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.68K- 20.54% |
$143K - $163K
|
6.51K
$635K
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.65K- 1.21% |
$140K - $160K
|
134K
$13.1M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.65K- 7.19% |
$140K - $160K
|
21.3K
$2.08M
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.6K- 4.36% |
$136K - $155K
|
35K
$3.42M
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-1.59K- 11.14% |
$135K - $154K
|
12.7K
$1.23M
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.43K- 1.1% |
$121K - $139K
|
128K
$12.5M
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.39K- 4.71% |
$118K - $135K
|
28.1K
$2.74M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.36K- 5.05% |
$116K - $132K
|
25.6K
$2.5M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.35K- 18.67% |
$115K - $132K
|
5.9K
$575K
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.34K- 14.11% |
$114K - $130K
|
8.16K
$796K
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.29K- 11.74% |
$110K - $126K
|
9.72K
$948K
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-1.23K- 3.12% |
$104K - $119K
|
38.1K
$3.71M
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.21K- 2.33% |
$102K - $117K
|
50.5K
$4.93M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.19K- 12.17% |
$101K - $116K
|
8.59K
$837K
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.16K- 4.34% |
$98.3K - $113K
|
25.5K
$2.49M
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-1.14K- 82.0% |
$96.6K - $111K
|
250
$24.4K
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.09K- 9.03% |
$92.7K - $106K
|
11K
$1.07M
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.06K- 3.53% |
$89.4K - $102K
|
28.8K
$2.81M
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.01K- 46.62% |
$85.3K - $97.7K
|
1.15K
$112K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1K- 6.39% |
$84.9K - $97.3K
|
14.7K
$1.43M
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-934- 4.13% |
$79.2K - $90.7K
|
21.7K
$2.11M
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-893- 2.23% |
$75.7K - $86.7K
|
39.2K
$3.82M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-851- 0.88% |
$72.1K - $82.7K
|
96K
$9.36M
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-845- 1.58% |
$71.6K - $82.1K
|
52.5K
$5.12M
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-815- 9.61% |
$69.1K - $79.2K
|
7.67K
$748K
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-777- 2.18% |
$65.9K - $75.5K
|
34.8K
$3.4M
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-724- 11.47% |
$61.4K - $70.3K
|
5.59K
$545K
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-723- 4.61% |
$61.3K - $70.2K
|
15K
$1.46M
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-709- 7.0% |
$60.1K - $68.9K
|
9.42K
$919K
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-686- 10.85% |
$58.2K - $66.6K
|
5.63K
$549K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-679- 9.13% |
$57.6K - $66K
|
6.76K
$659K
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-664- 13.61% |
$56.3K - $64.5K
|
4.22K
$411K
|