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 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.08K- 20.17% |
$91.9K - $105K
|
4.29K
$449K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.08K- 1.47% |
$91.6K - $105K
|
72.5K
$7.59M
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 1.4% |
$90.9K - $104K
|
75.3K
$7.89M
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.01K- 46.62% |
$85.3K - $97.7K
|
1.15K
$121K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1K- 6.39% |
$84.9K - $97.3K
|
14.7K
$1.54M
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-945- 0.63% |
$80.1K - $91.8K
|
149K
$15.6M
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-929- 1.36% |
$78.8K - $90.2K
|
67.6K
$7.08M
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-898- 4.23% |
$76.1K - $87.2K
|
20.3K
$2.13M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-885- 43.11% |
$75K - $86K
|
1.17K
$122K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-870- 8.96% |
$73.7K - $84.5K
|
8.84K
$925K
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-868- 14.22% |
$73.6K - $84.3K
|
5.23K
$548K
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-864- 9.25% |
$73.2K - $83.9K
|
8.47K
$887K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-826- 10.19% |
$70K - $80.2K
|
7.28K
$762K
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-778- 8.14% |
$66K - $75.6K
|
8.78K
$920K
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-741- 2.45% |
$62.8K - $72K
|
29.5K
$3.09M
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-726- 4.12% |
$61.5K - $70.5K
|
16.9K
$1.77M
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-717- 4.1% |
$60.8K - $69.6K
|
16.8K
$1.76M
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-696- 0.72% |
$59K - $67.6K
|
95.9K
$10M
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-679- 9.13% |
$57.6K - $66K
|
6.76K
$708K
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-664- 13.61% |
$56.3K - $64.5K
|
4.22K
$442K
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-645- 2.47% |
$54.7K - $62.6K
|
25.4K
$2.66M
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-637- 12.88% |
$54K - $61.9K
|
4.31K
$451K
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-621- 13.53% |
$52.6K - $60.3K
|
3.97K
$416K
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-603- 1.82% |
$51.1K - $58.6K
|
32.5K
$3.41M
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-600- 14.19% |
$50.9K - $58.3K
|
3.63K
$380K
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-600- 5.59% |
$50.9K - $58.3K
|
10.1K
$1.06M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-598- 0.49% |
$50.7K - $58.1K
|
120K
$12.6M
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-575- 18.46% |
$48.7K - $55.8K
|
2.54K
$266K
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-575- 8.29% |
$48.7K - $55.8K
|
6.36K
$667K
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-564- 9.72% |
$47.8K - $54.8K
|
5.24K
$549K
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-562- 14.09% |
$47.6K - $54.6K
|
3.43K
$359K
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-557- 7.93% |
$47.2K - $54.1K
|
6.46K
$677K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-549- 42.99% |
$46.5K - $53.3K
|
728
$76.3K
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-543- 6.06% |
$46K - $52.7K
|
8.42K
$882K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-519- 2.25% |
$44K - $50.4K
|
22.5K
$2.36M
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-512- 6.06% |
$43.4K - $49.7K
|
7.93K
$831K
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-501- 3.15% |
$42.5K - $48.7K
|
15.4K
$1.61M
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-500- 1.41% |
$42.4K - $48.6K
|
35K
$3.67M
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-452- 7.04% |
$38.3K - $43.9K
|
5.97K
$625K
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-450- 13.24% |
$38.1K - $43.7K
|
2.95K
$309K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-450- 8.21% |
$38.1K - $43.7K
|
5.03K
$527K
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-448- 33.89% |
$38K - $43.5K
|
874
$91.6K
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-447- 1.12% |
$37.9K - $43.4K
|
39.5K
$4.14M
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-417- 10.74% |
$35.3K - $40.5K
|
3.47K
$363K
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-406- 3.14% |
$34.4K - $39.4K
|
12.5K
$1.31M
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-403- 0.73% |
$34.2K - $39.1K
|
54.9K
$5.75M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-375- 82.96% |
$31.8K - $36.4K
|
77
$8.07K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-375- 1.04% |
$31.8K - $36.4K
|
35.6K
$3.73M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-368- 1.14% |
$31.2K - $35.7K
|
32K
$3.35M
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-362- 7.07% |
$30.7K - $35.2K
|
4.76K
$499K
|