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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-119KClosed |
$9.43M - $11.1M
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-99.2K- 91.7% |
$7.87M - $9.26M
|
8.98K
$876K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-80.2K- 9.83% |
$6.36M - $7.49M
|
736K
$71.8M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-69.6K- 14.49% |
$5.52M - $6.49M
|
411K
$40M
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-54.3K- 1.8% |
$4.31M - $5.07M
|
2.97M
$289M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-48K- 0.52% |
$3.81M - $4.48M
|
9.26M
$903M
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-46.4K- 14.27% |
$3.68M - $4.33M
|
279K
$27.2M
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-45.2K- 10.72% |
$3.58M - $4.21M
|
376K
$36.7M
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-44.1K- 74.68% |
$3.5M - $4.12M
|
15K
$1.46M
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-41.2K- 10.07% |
$3.27M - $3.85M
|
368K
$35.9M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-33.1K- 5.19% |
$2.62M - $3.09M
|
604K
$58.9M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-30.6K- 11.42% |
$2.43M - $2.85M
|
237K
$23.1M
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-29K- 6.17% |
$2.3M - $2.7M
|
440K
$43M
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-27.4K- 4.3% |
$2.18M - $2.56M
|
610K
$59.5M
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-26.2K- 8.32% |
$2.08M - $2.44M
|
289K
$28.1M
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-25.8K- 4.87% |
$2.05M - $2.41M
|
504K
$49.2M
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-24.7K- 5.76% |
$1.96M - $2.3M
|
404K
$39.4M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-24.3K- 7.46% |
$1.93M - $2.27M
|
302K
$29.4M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-23.2K- 6.56% |
$1.84M - $2.16M
|
330K
$32.2M
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-23.1K- 43.38% |
$1.84M - $2.16M
|
30.2K
$2.94M
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-21.8K- 1.64% |
$1.73M - $2.04M
|
1.31M
$127M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-21.2K- 36.59% |
$1.68M - $1.98M
|
36.7K
$3.58M
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-20.5K- 6.64% |
$1.63M - $1.91M
|
288K
$28.1M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-20.5K- 14.6% |
$1.62M - $1.91M
|
120K
$11.7M
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-18.5K- 1.48% |
$1.46M - $1.72M
|
1.23M
$120M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-18.4K- 0.71% |
$1.46M - $1.71M
|
2.55M
$249M
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-16.5K- 12.65% |
$1.31M - $1.54M
|
114K
$11.1M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-14.9K- 1.35% |
$1.18M - $1.39M
|
1.09M
$106M
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-14.6K- 31.89% |
$1.16M - $1.37M
|
31.3K
$3.05M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.3K- 79.23% |
$1.13M - $1.33M
|
3.75K
$366K
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-13.4K- 1.6% |
$1.06M - $1.25M
|
821K
$80.1M
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-13.2K- 5.56% |
$1.05M - $1.23M
|
224K
$21.8M
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-11.9K- 43.52% |
$941K - $1.11M
|
15.4K
$1.5M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-11.7K- 2.03% |
$930K - $1.09M
|
565K
$55.1M
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-11.6K- 2.96% |
$921K - $1.08M
|
380K
$37.1M
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-11.1K- 2.17% |
$877K - $1.03M
|
500K
$48.8M
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-10.4K- 25.09% |
$823K - $968K
|
31K
$3.02M
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-10K- 0.95% |
$795K - $935K
|
1.05M
$102M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-9.78K- 20.02% |
$775K - $912K
|
39.1K
$3.81M
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-9.74K- 2.57% |
$773K - $909K
|
370K
$36.1M
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-9.37K- 3.4% |
$743K - $875K
|
266K
$26M
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-8.96K- 14.18% |
$710K - $836K
|
54.2K
$5.29M
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-8.83K- 34.08% |
$700K - $824K
|
17.1K
$1.67M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.79K- 4.03% |
$697K - $820K
|
209K
$20.4M
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-8.74K- 5.58% |
$693K - $815K
|
148K
$14.4M
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-8.52K- 1.79% |
$676K - $795K
|
467K
$45.6M
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.09K- 2.65% |
$641K - $754K
|
298K
$29M
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-7.93K- 9.08% |
$629K - $740K
|
79.5K
$7.75M
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-7.87K- 37.49% |
$624K - $735K
|
13.1K
$1.28M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.74K- 6.7% |
$614K - $722K
|
108K
$10.5M
|