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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-20K- 17.53% |
$1.69M - $1.94M
|
93.9K
$9.75M
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-19.6K- 30.01% |
$1.66M - $1.9M
|
45.6K
$4.74M
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-19.4K- 8.69% |
$1.65M - $1.89M
|
204K
$21.2M
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-19.4K- 80.99% |
$1.64M - $1.88M
|
4.56K
$473K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19.4K- 1.16% |
$1.64M - $1.88M
|
1.65M
$171M
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-19.3K- 33.75% |
$1.64M - $1.88M
|
37.9K
$3.94M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-19K- 27.54% |
$1.61M - $1.84M
|
49.9K
$5.18M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-18.7K- 69.37% |
$1.58M - $1.81M
|
8.25K
$856K
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-18.3K- 6.07% |
$1.55M - $1.78M
|
284K
$29.4M
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18K- 7.1% |
$1.53M - $1.75M
|
236K
$24.5M
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-18K- 8.98% |
$1.52M - $1.75M
|
182K
$18.9M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-17.5K- 4.73% |
$1.49M - $1.7M
|
353K
$36.7M
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-17.4K- 6.54% |
$1.48M - $1.69M
|
249K
$25.8M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-17.4K- 11.35% |
$1.47M - $1.69M
|
136K
$14.1M
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-16.8K- 8.7% |
$1.43M - $1.64M
|
177K
$18.4M
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-16.8K- 60.4% |
$1.42M - $1.63M
|
11K
$1.14M
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-16.8K- 6.51% |
$1.42M - $1.63M
|
241K
$25.1M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-16.2K- 2.21% |
$1.38M - $1.58M
|
720K
$74.8M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16.1K- 6.73% |
$1.36M - $1.56M
|
223K
$23.2M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-15.8K- 2.03% |
$1.34M - $1.54M
|
762K
$79.1M
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-15.5K- 66.67% |
$1.32M - $1.51M
|
7.77K
$806K
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-15.5K- 4.52% |
$1.32M - $1.51M
|
328K
$34M
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-15.5K- 48.07% |
$1.31M - $1.5M
|
16.7K
$1.74M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.8K- 2.6% |
$1.26M - $1.44M
|
555K
$57.6M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-14.4K- 5.64% |
$1.22M - $1.4M
|
240K
$25M
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-14.1K- 63.8% |
$1.19M - $1.36M
|
7.97K
$828K
|
|
Nov 13, 2024
Q3 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-14K- 5.15% |
$1.19M - $1.36M
|
259K
$26.9M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.5K- 4.56% |
$1.14M - $1.31M
|
283K
$29.4M
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-12.8K- 3.47% |
$1.09M - $1.25M
|
357K
$37.1M
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-12.7K- 11.06% |
$1.07M - $1.23M
|
102K
$10.6M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-12.6K- 45.82% |
$1.07M - $1.23M
|
14.9K
$1.55M
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-12.2K- 7.56% |
$1.04M - $1.19M
|
149K
$15.5M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-11.7K- 14.65% |
$992K - $1.14M
|
68.1K
$7.08M
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-11.6K- 3.57% |
$981K - $1.12M
|
313K
$32.5M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.2K- 34.67% |
$953K - $1.09M
|
21.2K
$2.2M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-11.2K- 1.35% |
$947K - $1.08M
|
818K
$84.9M
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-11K- 19.18% |
$936K - $1.07M
|
46.5K
$4.83M
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-10.8K- 23.57% |
$912K - $1.05M
|
34.9K
$3.62M
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-10.7K- 4.32% |
$911K - $1.04M
|
238K
$24.7M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.7K- 1.33% |
$910K - $1.04M
|
796K
$82.6M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.6K- 1.68% |
$900K - $1.03M
|
619K
$64.3M
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-10.2K- 7.58% |
$866K - $992K
|
124K
$12.9M
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-10.1K- 8.26% |
$859K - $984K
|
113K
$11.7M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-10.1K- 1.23% |
$856K - $981K
|
811K
$84.2M
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-10K- 3.49% |
$851K - $975K
|
278K
$28.8M
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-9.97KClosed |
$845K - $968K
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.66K- 2.02% |
$819K - $939K
|
468K
$48.6M
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-9.63K- 2.75% |
$817K - $936K
|
341K
$35.4M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-9.23K- 28.2% |
$783K - $897K
|
23.5K
$2.44M
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-9.23K- 8.58% |
$782K - $897K
|
98.3K
$10.2M
|