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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.11K- 1.35% |
$247K - $290K
|
227K
$22.1M
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.92K- 2.48% |
$232K - $272K
|
115K
$11.2M
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-2.84K- 3.65% |
$225K - $265K
|
75K
$7.31M
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-2.81K- 5.8% |
$223K - $262K
|
45.7K
$4.46M
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-2.65K- 7.01% |
$210K - $247K
|
35.1K
$3.43M
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.55K- 44.29% |
$203K - $238K
|
3.21K
$313K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.55K- 4.87% |
$202K - $238K
|
49.8K
$4.85M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.53K- 0.96% |
$201K - $236K
|
262K
$25.5M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.53K- 3.03% |
$201K - $236K
|
80.8K
$7.88M
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.45K- 9.48% |
$194K - $229K
|
23.4K
$2.28M
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-2.32K- 23.84% |
$184K - $217K
|
7.43K
$724K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.31K- 6.65% |
$183K - $215K
|
32.4K
$3.16M
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-2.14K- 2.0% |
$169K - $199K
|
105K
$10.2M
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.99K- 7.02% |
$158K - $185K
|
26.3K
$2.56M
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.95K- 28.24% |
$155K - $182K
|
4.96K
$483K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.89K- 3.2% |
$150K - $177K
|
57.4K
$5.59M
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.89K- 24.2% |
$150K - $177K
|
5.93K
$578K
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.88K- 2.28% |
$149K - $176K
|
80.8K
$7.87M
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.81K- 3.9% |
$143K - $169K
|
44.5K
$4.34M
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.8K- 3.45% |
$142K - $168K
|
50.2K
$4.9M
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.79K- 6.9% |
$142K - $167K
|
24.1K
$2.35M
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.74K- 18.98% |
$138K - $163K
|
7.43K
$725K
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.74K- 13.35% |
$138K - $162K
|
11.3K
$1.1M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.73K- 0.7% |
$138K - $162K
|
247K
$24.1M
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 40.42% |
$137K - $162K
|
2.55K
$249K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.73K- 7.78% |
$137K - $161K
|
20.5K
$1.99M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.68K- 19.89% |
$133K - $157K
|
6.76K
$659K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.65K- 2.2% |
$131K - $154K
|
73.6K
$7.18M
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.63K- 2.54% |
$129K - $152K
|
62.5K
$6.09M
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
SELL
|
- |
-1.63K- 3.31% |
$129K - $152K
|
47.5K
$4.63M
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.57K- 17.59% |
$125K - $147K
|
7.37K
$719K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.55K- 1.54% |
$123K - $145K
|
99.3K
$9.68M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.51K- 3.76% |
$119K - $141K
|
38.5K
$3.76M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.45K- 0.8% |
$115K - $135K
|
179K
$17.4M
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.45K- 30.93% |
$115K - $135K
|
3.23K
$315K
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 14.05% |
$114K - $134K
|
8.81K
$859K
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.42K- 13.09% |
$113K - $133K
|
9.44K
$921K
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-1.41K- 14.59% |
$112K - $132K
|
8.27K
$806K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.38K- 32.9% |
$109K - $128K
|
2.8K
$273K
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.37K- 14.8% |
$109K - $128K
|
7.91K
$771K
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.35K- 19.59% |
$107K - $126K
|
5.54K
$540K
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.32K- 2.76% |
$105K - $123K
|
46.6K
$4.55M
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.31K- 3.82% |
$104K - $122K
|
32.9K
$3.21M
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.29K- 10.79% |
$102K - $120K
|
10.7K
$1.04M
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.27K- 1.46% |
$101K - $119K
|
85.8K
$8.36M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.22K- 9.27% |
$96.5K - $114K
|
11.9K
$1.16M
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.17K- 20.3% |
$92.6K - $109K
|
4.59K
$447K
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.17K- 1.76% |
$92.5K - $109K
|
64.9K
$6.33M
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.16K- 2.19% |
$91.8K - $108K
|
51.6K
$5.03M
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.14K- 14.61% |
$90.3K - $106K
|
6.65K
$649K
|