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 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.57K- 17.59% |
$125K - $147K
|
7.37K
$700K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 14.05% |
$114K - $134K
|
8.81K
$836K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.17K- 20.3% |
$92.6K - $109K
|
4.59K
$435K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-993- 29.39% |
$78.8K - $92.7K
|
2.39K
$226K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-777- 21.85% |
$61.6K - $72.5K
|
2.78K
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-750- 6.81% |
$59.5K - $70K
|
10.3K
$974K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-677- 18.91% |
$53.7K - $63.2K
|
2.9K
$275K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-555- 5.24% |
$44K - $51.8K
|
10K
$952K
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-551- 15.49% |
$43.7K - $51.4K
|
3.01K
$285K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-516- 11.95% |
$40.9K - $48.1K
|
3.8K
$361K
|
|
|
Aug 13, 2024
Q2 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-501- 3.36% |
$39.7K - $46.7K
|
14.4K
$1.37M
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-485- 4.74% |
$38.5K - $45.3K
|
9.74K
$924K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-461- 80.74% |
$36.6K - $43K
|
110
$10.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-400- 5.68% |
$31.7K - $37.3K
|
6.64K
$630K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-262- 6.93% |
$20.8K - $24.4K
|
3.52K
$334K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-234- 50.87% |
$18.6K - $21.8K
|
226
$21.4K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-197- 2.39% |
$15.6K - $18.4K
|
8.03K
$762K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-190- 1.81% |
$15.1K - $17.7K
|
10.3K
$979K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-165- 16.03% |
$13.1K - $15.4K
|
864
$82K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-161- 5.72% |
$12.8K - $15K
|
2.65K
$252K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-160- 6.25% |
$12.7K - $14.9K
|
2.4K
$228K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-150- 1.58% |
$11.9K - $14K
|
9.36K
$888K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-149- 4.06% |
$11.8K - $13.9K
|
3.52K
$334K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-125- 2.36% |
$9.91K - $11.7K
|
5.16K
$490K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-107- 35.67% |
$8.49K - $9.98K
|
193
$18.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-104- 99.05% |
$8.25K - $9.7K
|
1
$94.9
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-102- 10.44% |
$8.09K - $9.52K
|
875
$83K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-79- 1.35% |
$6.27K - $7.37K
|
5.77K
$548K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-66- 1.7% |
$5.23K - $6.16K
|
3.81K
$362K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-55- 0.32% |
$4.36K - $5.13K
|
17.1K
$1.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-50- 2.04% |
$3.97K - $4.67K
|
2.41K
$228K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-24- 0.9% |
$1.9K - $2.24K
|
2.64K
$251K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-21- 1.37% |
$1.67K - $1.96K
|
1.51K
$143K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-12- 0.34% |
$952 - $1.12K
|
3.55K
$337K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-5- 0.17% |
$397 - $467
|
2.89K
$274K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1- 0.04% |
$79.3 - $93.3
|
2.47K
$234K
|
|
| Q1 2024 | |||||||
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-16.7K- 25.81% |
$1.22M - $1.42M
|
48K
$4.55M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-6.08K- 15.58% |
$443K - $518K
|
32.9K
$3.13M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-5K- 33.58% |
$364K - $426K
|
9.89K
$938K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.73K- 4.05% |
$345K - $403K
|
112K
$10.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-4.13K- 18.55% |
$301K - $352K
|
18.1K
$1.72M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-3.71K- 30.99% |
$270K - $316K
|
8.26K
$784K
|
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-2.7K- 29.38% |
$197K - $230K
|
6.5K
$617K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.59K- 26.34% |
$116K - $136K
|
4.45K
$422K
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-1.47K- 13.34% |
$107K - $125K
|
9.55K
$906K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.4K- 14.89% |
$102K - $119K
|
8K
$759K
|
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-1.37K- 34.3% |
$99.5K - $116K
|
2.62K
$248K
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-913- 26.58% |
$66.5K - $77.7K
|
2.52K
$239K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-730- 3.55% |
$53.2K - $62.2K
|
19.9K
$1.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-565- 7.17% |
$41.2K - $48.1K
|
7.32K
$694K
|
|