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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-130- 5.57% |
$11K - $12.6K
|
2.2K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-129- 94.16% |
$10.9K - $12.5K
|
8
$838
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-120- 6.92% |
$10.2K - $11.7K
|
1.62K
$169K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-111- 3.54% |
$9.41K - $10.8K
|
3.02K
$317K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-110- 3.64% |
$9.32K - $10.7K
|
2.91K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-104- 1.58% |
$8.82K - $10.1K
|
6.48K
$679K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-102- 1.64% |
$8.65K - $9.91K
|
6.13K
$642K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-91- 2.73% |
$7.71K - $8.84K
|
3.25K
$340K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-88- 3.7% |
$7.46K - $8.55K
|
2.29K
$240K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-86- 0.36% |
$7.29K - $8.35K
|
23.8K
$2.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-82- 12.97% |
$6.95K - $7.96K
|
550
$57.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-80- 1.25% |
$6.78K - $7.77K
|
6.34K
$664K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-75- 2.68% |
$6.36K - $7.28K
|
2.72K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-74- 0.39% |
$6.27K - $7.19K
|
18.7K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-70- 0.27% |
$5.93K - $6.8K
|
26K
$2.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-63- 0.29% |
$5.34K - $6.12K
|
22K
$2.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-63- 2.57% |
$5.34K - $6.12K
|
2.39K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-60- 1.75% |
$5.09K - $5.83K
|
3.36K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-60- 1.27% |
$5.09K - $5.83K
|
4.65K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-59- 0.41% |
$5K - $5.73K
|
14.5K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-54- 2.09% |
$4.58K - $5.25K
|
2.54K
$266K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-53- 0.32% |
$4.49K - $5.15K
|
16.3K
$1.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-51- 0.8% |
$4.32K - $4.95K
|
6.32K
$662K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-50- 1.66% |
$4.24K - $4.86K
|
2.96K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-47- 1.0% |
$3.98K - $4.57K
|
4.68K
$490K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-47- 0.32% |
$3.98K - $4.57K
|
14.5K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-46- 1.29% |
$3.9K - $4.47K
|
3.51K
$367K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-45- 1.42% |
$3.81K - $4.37K
|
3.12K
$327K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-44- 0.37% |
$3.73K - $4.27K
|
11.9K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-43- 0.12% |
$3.65K - $4.18K
|
34.9K
$3.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.54% |
$3.48K - $3.98K
|
7.56K
$792K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-40- 28.57% |
$3.39K - $3.89K
|
100
$10.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-39- 1.1% |
$3.31K - $3.79K
|
3.51K
$368K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-37- 0.36% |
$3.14K - $3.59K
|
10.1K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-36- 1.12% |
$3.05K - $3.5K
|
3.17K
$332K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-33- 0.35% |
$2.8K - $3.21K
|
9.36K
$980K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-31- 3.15% |
$2.63K - $3.01K
|
952
$99.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-30- 0.68% |
$2.54K - $2.91K
|
4.37K
$458K
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-28- 0.61% |
$2.37K - $2.72K
|
4.55K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-27- 1.07% |
$2.29K - $2.62K
|
2.5K
$261K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-27- 0.7% |
$2.29K - $2.62K
|
3.81K
$399K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-26- 1.0% |
$2.2K - $2.53K
|
2.57K
$270K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-22- 0.86% |
$1.86K - $2.14K
|
2.55K
$267K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-22- 0.52% |
$1.86K - $2.14K
|
4.23K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-16- 0.32% |
$1.36K - $1.55K
|
4.94K
$517K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-16- 0.63% |
$1.36K - $1.55K
|
2.52K
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-14- 1.64% |
$1.19K - $1.36K
|
838
$87.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-10- 0.19% |
$848 - $971
|
5.3K
$555K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-10- 0.04% |
$848 - $971
|
24.9K
$2.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-10- 3.57% |
$848 - $971
|
270
$28.3K
|