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 |
---|---|---|---|---|---|---|---|
May 05, 2025
Q3 2021
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-31- 0.45% |
$2.26K - $2.45K
|
6.81K
$742K
|
|
Q2 2021 | |||||||
Aug 11, 2021
Q2 2021
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-49.2KClosed |
$3.24M - $3.58M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-9.1KClosed |
$600K - $663K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-6.2KClosed |
$409K - $451K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-3.26KClosed |
$215K - $237K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.6KClosed |
$106K - $116K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-999Closed |
$65.9K - $72.7K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-870- 5.18% |
$57.4K - $63.3K
|
15.9K
$1.74M
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-200Closed |
$13.2K - $14.6K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-140Closed |
$9.23K - $10.2K
|
0
$0
|
|
Q1 2021 | |||||||
May 12, 2021
Q1 2021
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-177KClosed |
$10.9M - $11.9M
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-95KClosed |
$5.84M - $6.39M
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-92.6KClosed |
$5.69M - $6.23M
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-39.9K- 58.18% |
$2.45M - $2.68M
|
28.7K
$3.12M
|
|
Apr 14, 2021
Q1 2021
|
Collective Family Office LLC
|
SELL
|
- |
-13KClosed |
$798K - $874K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-8.41KClosed |
$517K - $565K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-7.71KClosed |
$474K - $519K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-6.16KClosed |
$378K - $414K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.8KClosed |
$233K - $256K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.76KClosed |
$231K - $253K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-1.63KClosed |
$100K - $110K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.38KClosed |
$85K - $93.1K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.23KClosed |
$75.7K - $82.9K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.23KClosed |
$75.7K - $82.9K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.14KClosed |
$69.8K - $76.4K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-479Closed |
$29.4K - $32.2K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-350Closed |
$21.5K - $23.5K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-168Closed |
$10.3K - $11.3K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-101Closed |
$6.2K - $6.79K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-100Closed |
$6.14K - $6.73K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-72Closed |
$4.42K - $4.84K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-7.06KClosed |
$397K - $451K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-5.31KClosed |
$298K - $339K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Sequent Asset Management, LLC
|
SELL
|
- |
-4.4KClosed |
$247K - $281K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.62KClosed |
$203K - $231K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-3.58KClosed |
$201K - $228K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.82KClosed |
$102K - $116K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.7KClosed |
$95.3K - $108K
|
0
$0
|
|
Mar 08, 2021
Q4 2020
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.52KClosed |
$85.6K - $97.3K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.13KClosed |
$63.5K - $72.1K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-843Closed |
$47.4K - $53.8K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-385Closed |
$21.6K - $24.6K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-288Closed |
$16.2K - $18.4K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-122Closed |
$6.85K - $7.79K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-62Closed |
$3.48K - $3.96K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-39Closed |
$2.19K - $2.49K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-2Closed |
$112 - $128
|
0
$0
|
|
Q3 2020 | |||||||
Oct 14, 2020
Q3 2020
|
Wj Wealth Management, LLC
|
SELL
|
- |
-18.2KClosed |
$952K - $1.13M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-14.6KClosed |
$765K - $911K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-14.1KClosed |
$739K - $880K
|
0
$0
|