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 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-185- 64.24% |
$12.6K - $13.4K
|
103
$12.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-142- 4.06% |
$9.66K - $10.3K
|
3.35K
$406K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-126- 12.05% |
$8.57K - $9.16K
|
920
$111K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-112- 11.03% |
$7.62K - $8.14K
|
903
$109K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-80- 84.21% |
$5.44K - $5.81K
|
15
$1.82K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-17- 0.36% |
$1.16K - $1.24K
|
4.76K
$577K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-290K- 97.99% |
$18.3M - $20.4M
|
5.93K
$717K
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-48.6K- 94.22% |
$3.07M - $3.43M
|
2.98K
$361K
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-9K- 94.74% |
$569K - $634K
|
500
$60.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5.36K- 3.57% |
$338K - $377K
|
145K
$17.5M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.02K- 47.06% |
$191K - $213K
|
3.4K
$412K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-3K- 51.23% |
$190K - $212K
|
2.86K
$346K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.71K- 0.92% |
$171K - $191K
|
292K
$35.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
SELL
|
- |
-806- 22.03% |
$50.9K - $56.8K
|
2.85K
$345K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-672- 13.14% |
$42.5K - $47.4K
|
4.44K
$538K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-636- 10.94% |
$40.2K - $44.8K
|
5.18K
$626K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-635- 51.42% |
$40.1K - $44.8K
|
600
$72.6K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-623- 15.02% |
$39.4K - $43.9K
|
3.53K
$427K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-569- 16.12% |
$36K - $40.1K
|
2.96K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-434- 7.23% |
$27.4K - $30.6K
|
5.57K
$674K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-388- 0.38% |
$24.5K - $27.3K
|
101K
$12.2M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-295- 6.11% |
$18.6K - $20.8K
|
4.53K
$549K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-256- 35.16% |
$16.2K - $18K
|
472
$57.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-150- 5.36% |
$9.48K - $10.6K
|
2.65K
$321K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-104- 80.62% |
$6.57K - $7.33K
|
25
$3.03K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-48- 0.48% |
$3.03K - $3.38K
|
9.95K
$1.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
CALL |
-2- 0.04% |
$126 - $141
|
5.28K
$639K
|
|
| Q1 2023 | |||||||
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
SELL
|
- |
-44.3K- 34.59% |
$2.54M - $2.83M
|
83.9K
$10.2M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-26.5K- 38.28% |
$1.52M - $1.69M
|
42.7K
$5.17M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-8.99KClosed |
$515K - $574K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-5.83K- 48.22% |
$333K - $372K
|
6.26K
$757K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-4.87K- 30.56% |
$279K - $311K
|
11.1K
$1.34M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.17K- 30.04% |
$124K - $138K
|
5.05K
$611K
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.22K- 10.86% |
$69.8K - $77.9K
|
10K
$1.21M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.18KClosed |
$67.7K - $75.6K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-997- 8.65% |
$57.1K - $63.7K
|
10.5K
$1.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-621- 7.55% |
$35.6K - $39.7K
|
7.61K
$921K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-314- 19.15% |
$18K - $20.1K
|
1.33K
$160K
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-278- 4.81% |
$15.9K - $17.8K
|
5.5K
$665K
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-251- 5.95% |
$14.4K - $16K
|
3.96K
$480K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-124- 53.91% |
$7.1K - $7.92K
|
106
$12.8K
|
|
|
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
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-14.7K- 32.26% |
$831K - $931K
|
30.8K
$3.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.81K- 46.42% |
$443K - $496K
|
9.01K
$1.09M
|
|
|
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
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.5K- 96.84% |
$85.1K - $95.3K
|
49
$5.93K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-843- 23.18% |
$47.8K - $53.6K
|
2.79K
$338K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-752- 11.35% |
$42.7K - $47.8K
|
5.88K
$711K
|
|