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 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9.44K- 5.86% |
$872K - $1.01M
|
152K
$16.5M
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-9.32K- 28.47% |
$862K - $995K
|
23.4K
$2.55M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-9.2K- 18.01% |
$850K - $981K
|
41.9K
$4.56M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.17K- 3.71% |
$848K - $979K
|
238K
$26M
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.5K- 8.96% |
$786K - $907K
|
86.3K
$9.41M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.41K- 8.26% |
$777K - $897K
|
93.4K
$10.2M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.65K- 0.84% |
$707K - $816K
|
907K
$98.9M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-7.55K- 1.37% |
$698K - $805K
|
543K
$59.2M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.23K- 3.83% |
$668K - $771K
|
181K
$19.7M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.02K- 5.09% |
$649K - $748K
|
131K
$14.2M
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-7.01K- 30.13% |
$648K - $748K
|
16.3K
$1.77M
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-6.93K- 78.67% |
$641K - $740K
|
1.88K
$205K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6.86K- 37.54% |
$634K - $732K
|
11.4K
$1.24M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-6.74K- 5.26% |
$623K - $719K
|
121K
$13.2M
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-6.72K- 5.91% |
$622K - $717K
|
107K
$11.7M
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-6.63K- 57.03% |
$613K - $707K
|
5K
$544K
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.62K- 51.5% |
$612K - $706K
|
6.23K
$679K
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.58K- 23.45% |
$608K - $701K
|
21.5K
$2.34M
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-6.41K- 14.38% |
$593K - $684K
|
38.2K
$4.16M
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-6.39K- 2.57% |
$591K - $682K
|
242K
$26.4M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.39K- 8.43% |
$591K - $682K
|
69.5K
$7.57M
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-6.25KClosed |
$577K - $666K
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-6.24K- 45.53% |
$577K - $666K
|
7.47K
$814K
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6.23K- 9.68% |
$576K - $664K
|
58.1K
$6.33M
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6.2K- 70.14% |
$573K - $661K
|
2.64K
$287K
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-6.05K- 5.78% |
$559K - $645K
|
98.5K
$10.7M
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-6.01K- 29.16% |
$556K - $642K
|
14.6K
$1.59M
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-5.99K- 22.6% |
$553K - $639K
|
20.5K
$2.23M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.97K- 0.16% |
$552K - $637K
|
3.66M
$399M
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-5.79K- 20.33% |
$535K - $617K
|
22.7K
$2.47M
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-5.74K- 22.78% |
$530K - $612K
|
19.4K
$2.12M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.64K- 2.09% |
$521K - $601K
|
264K
$28.8M
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-5.45K- 86.54% |
$504K - $582K
|
848
$92.4K
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-5.4K- 33.12% |
$499K - $576K
|
10.9K
$1.19M
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-5.37K- 13.63% |
$497K - $573K
|
34K
$3.71M
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-5.37K- 14.42% |
$496K - $573K
|
31.9K
$3.47M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.31K- 50.09% |
$491K - $567K
|
5.29K
$577K
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.25K- 9.18% |
$485K - $560K
|
51.9K
$5.65M
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.24K- 4.39% |
$484K - $559K
|
114K
$12.4M
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.18K- 28.48% |
$479K - $552K
|
13K
$1.42M
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.15K- 3.04% |
$476K - $550K
|
164K
$17.9M
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.13K- 10.23% |
$474K - $547K
|
45K
$4.9M
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.96K- 8.62% |
$459K - $529K
|
52.6K
$5.73M
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4.9K- 6.64% |
$453K - $522K
|
68.9K
$7.51M
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-4.87K- 13.98% |
$450K - $520K
|
30K
$3.27M
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-4.84K- 3.91% |
$447K - $516K
|
119K
$12.9M
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-4.81K- 40.34% |
$444K - $513K
|
7.11K
$774K
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-4.75K- 1.3% |
$439K - $506K
|
359K
$39.1M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.62K- 54.3% |
$427K - $493K
|
3.89K
$424K
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-4.57K- 8.27% |
$422K - $487K
|
50.7K
$5.52M
|