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 |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-104Closed |
$5.95K - $6.64K
|
0
$0
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-68Closed |
$3.89K - $4.34K
|
0
$0
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-60- 1.48% |
$3.44K - $3.83K
|
4K
$419K
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-14.7K- 32.26% |
$831K - $931K
|
30.8K
$3.22M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.81K- 46.42% |
$443K - $496K
|
9.01K
$944K
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-4.36KClosed |
$247K - $277K
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.1K- 39.65% |
$119K - $133K
|
3.2K
$335K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.5K- 96.84% |
$85.1K - $95.3K
|
49
$5.13K
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.35K- 5.6% |
$76.5K - $85.7K
|
22.7K
$2.38M
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.13K- 41.13% |
$64.2K - $71.9K
|
1.62K
$170K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-843- 23.18% |
$47.8K - $53.6K
|
2.79K
$293K
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-752- 11.35% |
$42.7K - $47.8K
|
5.88K
$616K
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-568- 2.91% |
$32.2K - $36.1K
|
18.9K
$1.98M
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-489- 0.73% |
$27.7K - $31.1K
|
66.4K
$6.96M
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-289- 7.4% |
$16.4K - $18.4K
|
3.62K
$379K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-283- 10.78% |
$16.1K - $18K
|
2.34K
$245K
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-257- 3.6% |
$14.6K - $16.3K
|
6.89K
$721K
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-225- 4.06% |
$12.8K - $14.3K
|
5.32K
$557K
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-200- 28.57% |
$11.3K - $12.7K
|
500
$52.4K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-177- 1.3% |
$10K - $11.3K
|
13.5K
$1.41M
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-147- 1.46% |
$8.34K - $9.34K
|
9.94K
$1.04M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-137- 1.19% |
$7.77K - $8.71K
|
11.4K
$1.19M
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-42- 0.58% |
$2.38K - $2.67K
|
7.16K
$750K
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-35- 0.28% |
$1.99K - $2.22K
|
12.3K
$1.29M
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-32- 1.46% |
$1.82K - $2.03K
|
2.16K
$226K
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-25Closed |
$1.42K - $1.59K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-17- 0.08% |
$964 - $1.08K
|
22.5K
$2.35M
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.03% |
$56.7 - $63.6
|
3.19K
$334K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-627K- 90.52% |
$36.2M - $44.8M
|
65.6K
$6.87M
|
|
Oct 13, 2022
Q3 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-83.2K- 63.15% |
$4.81M - $5.94M
|
48.5K
$5.08M
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-21.2KClosed |
$1.23M - $1.52M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-17.5KClosed |
$1.01M - $1.25M
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.5K- 10.5% |
$726K - $896K
|
107K
$11.2M
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.4K- 4.78% |
$80.8K - $99.8K
|
27.8K
$2.91M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-801- 52.94% |
$46.3K - $57.2K
|
712
$74.6K
|
|
Oct 14, 2022
Q3 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-702- 2.84% |
$40.6K - $50.1K
|
24K
$2.52M
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-669Closed |
$38.7K - $47.8K
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-566- 2.42% |
$32.7K - $40.4K
|
22.9K
$2.4M
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-515- 5.87% |
$29.8K - $36.8K
|
8.26K
$865K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-486- 25.16% |
$28.1K - $34.7K
|
1.45K
$151K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-325- 1.95% |
$18.8K - $23.2K
|
16.4K
$1.71M
|
|
Nov 03, 2022
Q3 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-288- 7.05% |
$16.7K - $20.6K
|
3.8K
$398K
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-286- 7.63% |
$16.5K - $20.4K
|
3.46K
$362K
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-252- 5.21% |
$14.6K - $18K
|
4.58K
$480K
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-196- 80.33% |
$11.3K - $14K
|
48
$5.03K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-179- 35.73% |
$10.4K - $12.8K
|
322
$33.7K
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-150- 13.94% |
$8.68K - $10.7K
|
926
$97K
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-138- 30.0% |
$7.98K - $9.86K
|
322
$33.7K
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-73- 0.22% |
$4.22K - $5.21K
|
32.6K
$3.42M
|
|
Q2 2022 | |||||||
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-242K- 95.68% |
$14M - $18.8M
|
10.9K
$1.14M
|