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
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.13K- 25.95% |
$89.5K - $105K
|
3.22K
$314K
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.08K- 88.78% |
$86K - $101K
|
137
$13.4K
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.08K- 2.38% |
$85.3K - $100K
|
44.1K
$4.3M
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.06K- 11.07% |
$83.8K - $98.5K
|
8.49K
$827K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.02K- 1.65% |
$81K - $95.3K
|
60.9K
$5.94M
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.01K- 4.74% |
$80.1K - $94.2K
|
20.3K
$1.98M
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1K- 18.23% |
$79.3K - $93.3K
|
4.49K
$437K
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-993- 29.39% |
$78.8K - $92.7K
|
2.39K
$233K
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-957- 0.61% |
$75.9K - $89.3K
|
155K
$15.1M
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-952- 16.82% |
$75.5K - $88.8K
|
4.71K
$459K
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-948- 4.53% |
$75.2K - $88.5K
|
20K
$1.95M
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-930- 3.88% |
$73.8K - $86.8K
|
23.1K
$2.25M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-926- 5.84% |
$73.4K - $86.4K
|
14.9K
$1.46M
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-902- 11.26% |
$71.5K - $84.2K
|
7.11K
$693K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-882- 7.59% |
$70K - $82.3K
|
10.7K
$1.05M
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-863- 0.98% |
$68.4K - $80.5K
|
87.4K
$8.52M
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-850- 8.44% |
$67.4K - $79.3K
|
9.22K
$899K
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-846- 16.02% |
$67.1K - $78.9K
|
4.43K
$432K
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-840- 8.57% |
$66.6K - $78.4K
|
8.96K
$874K
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-777- 21.85% |
$61.6K - $72.5K
|
2.78K
$271K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-750- 6.81% |
$59.5K - $70K
|
10.3K
$1M
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-745- 8.71% |
$59.1K - $69.5K
|
7.81K
$762K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-743- 0.8% |
$58.9K - $69.3K
|
92.4K
$9.02M
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-708- 1.34% |
$56.2K - $66.1K
|
52.3K
$5.1M
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-704- 0.28% |
$55.8K - $65.7K
|
250K
$24.4M
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-677- 18.91% |
$53.7K - $63.2K
|
2.9K
$283K
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-673- 3.66% |
$53.4K - $62.8K
|
17.7K
$1.73M
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-659- 2.4% |
$52.3K - $61.5K
|
26.8K
$2.61M
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-650- 20.97% |
$51.6K - $60.7K
|
2.45K
$239K
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-641- 0.78% |
$50.8K - $59.8K
|
82K
$7.99M
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-636- 5.43% |
$50.4K - $59.3K
|
11.1K
$1.08M
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-620- 6.38% |
$49.2K - $57.9K
|
9.1K
$887K
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-614- 1.04% |
$48.7K - $57.3K
|
58.5K
$5.7M
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-580- 2.25% |
$46K - $54.1K
|
25.2K
$2.46M
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-580- 5.55% |
$46K - $54.1K
|
9.86K
$962K
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-576- 15.37% |
$45.7K - $53.7K
|
3.17K
$309K
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-565- 0.4% |
$44.8K - $52.7K
|
140K
$13.6M
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-564- 2.02% |
$44.7K - $52.6K
|
27.3K
$2.66M
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-555- 5.24% |
$44K - $51.8K
|
10K
$978K
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-551- 15.49% |
$43.7K - $51.4K
|
3.01K
$293K
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-549- 9.24% |
$43.5K - $51.2K
|
5.39K
$526K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-548- 18.56% |
$43.5K - $51.1K
|
2.4K
$234K
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-547- 43.38% |
$43.4K - $51K
|
714
$69.6K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-545- 5.95% |
$43.2K - $50.9K
|
8.62K
$840K
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-541- 6.63% |
$42.9K - $50.5K
|
7.62K
$743K
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-539- 0.8% |
$42.7K - $50.3K
|
66.6K
$6.49M
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-522- 11.74% |
$41.4K - $48.7K
|
3.93K
$383K
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-516- 11.95% |
$40.9K - $48.1K
|
3.8K
$371K
|
|
Aug 13, 2024
Q2 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-501- 3.36% |
$39.7K - $46.7K
|
14.4K
$1.4M
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-498- 77.21% |
$39.5K - $46.5K
|
147
$14.3K
|