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 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-766- 13.69% |
$72.3K - $80.8K
|
4.83K
$501K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-756- 9.38% |
$71.4K - $79.7K
|
7.3K
$758K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-664- 48.22% |
$62.7K - $70K
|
713
$74K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-610- 10.75% |
$57.6K - $64.3K
|
5.06K
$526K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-591- 4.63% |
$55.8K - $62.3K
|
12.2K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-533- 10.22% |
$50.3K - $56.2K
|
4.68K
$486K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-507- 4.55% |
$47.9K - $53.5K
|
10.6K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-500- 12.42% |
$47.2K - $52.7K
|
3.53K
$366K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-468- 2.17% |
$44.2K - $49.4K
|
21.1K
$2.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-467- 1.83% |
$44.1K - $49.3K
|
25.1K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-457- 4.06% |
$43.2K - $48.2K
|
10.8K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-450- 4.52% |
$42.5K - $47.5K
|
9.51K
$987K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-412- 7.36% |
$38.9K - $43.5K
|
5.18K
$538K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-411- 4.75% |
$38.8K - $43.3K
|
8.25K
$856K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-361- 2.05% |
$34.1K - $38.1K
|
17.3K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-343- 10.74% |
$32.4K - $36.2K
|
2.85K
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-322- 12.18% |
$30.4K - $34K
|
2.32K
$241K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-311- 13.54% |
$29.4K - $32.8K
|
1.99K
$206K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-301- 63.77% |
$28.4K - $31.7K
|
171
$17.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-280- 1.05% |
$26.4K - $29.5K
|
26.5K
$2.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-256- 0.46% |
$24.2K - $27K
|
54.8K
$5.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-251- 2.15% |
$23.7K - $26.5K
|
11.4K
$1.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-242- 3.09% |
$22.9K - $25.5K
|
7.6K
$789K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-240- 43.8% |
$22.7K - $25.3K
|
308
$32K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-237- 0.18% |
$22.4K - $25K
|
134K
$13.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-229- 0.36% |
$21.6K - $24.2K
|
62.6K
$6.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-221- 5.29% |
$20.9K - $23.3K
|
3.96K
$411K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-213- 0.81% |
$20.1K - $22.5K
|
26K
$2.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-198- 0.99% |
$18.7K - $20.9K
|
19.7K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-184- 2.65% |
$17.4K - $19.4K
|
6.77K
$703K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-182- 8.22% |
$17.2K - $19.2K
|
2.03K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-181- 43.93% |
$17.1K - $19.1K
|
231
$24K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-171- 4.51% |
$16.1K - $18K
|
3.62K
$376K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-165- 2.46% |
$15.6K - $17.4K
|
6.54K
$679K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-161- 0.98% |
$15.2K - $17K
|
16.2K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-158- 4.99% |
$14.9K - $16.7K
|
3.01K
$312K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-149- 1.46% |
$14.1K - $15.7K
|
10.1K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-119- 2.8% |
$11.2K - $12.6K
|
4.13K
$429K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-104- 0.07% |
$9.82K - $11K
|
155K
$16.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-101- 3.15% |
$9.54K - $10.7K
|
3.11K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-100- 0.56% |
$9.44K - $10.5K
|
17.9K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-92- 0.62% |
$8.69K - $9.7K
|
14.7K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-91- 1.78% |
$8.59K - $9.6K
|
5.03K
$522K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-84- 3.47% |
$7.93K - $8.86K
|
2.34K
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-80- 0.97% |
$7.55K - $8.44K
|
8.19K
$850K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-77- 0.56% |
$7.27K - $8.12K
|
13.8K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-73- 0.24% |
$6.89K - $7.7K
|
30.4K
$3.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-72- 0.74% |
$6.8K - $7.59K
|
9.6K
$997K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-61- 0.85% |
$5.76K - $6.43K
|
7.09K
$736K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-60- 0.92% |
$5.67K - $6.33K
|
6.45K
$670K
|