Modern Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,104,282 shares of IVW stock, worth $114 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares
1,104,282
Previous 878,202 25.74%
Holding current value
$114 Million
Previous $92.8 Billion 10.5%
% of portfolio
3.32%
Previous 3.25%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$92.45 - $106.69 $20.9 Million - $24.1 Million
226,080 Added 25.74%
1,104,282 $103 Billion
Q4 2024

May 30, 2025
SELL
$94.43 - $105.47 $21.5 Million - $24.1 Million
-228,062 Reduced 20.65%
876,220 $89 Million
Q4 2024

May 29, 2025
SELL
$94.43 - $105.47 $21.5 Million - $24.1 Million
-228,062 Reduced 20.65%
876,220 $89 Million
Q4 2024

Feb 11, 2025
BUY
$94.43 - $105.47 $6.53 Million - $7.3 Million
69,195 Added 8.55%
878,202 $92.8 Billion
Q3 2024

May 30, 2025
SELL
$84.77 - $97.13 $25.1 Million - $28.7 Million
-295,790 Reduced 26.79%
808,492 $77.4 Million
Q3 2024

May 29, 2025
SELL
$84.77 - $97.13 $25.1 Million - $28.7 Million
-295,790 Reduced 26.79%
808,492 $77.4 Million
Q3 2024

Nov 05, 2024
SELL
$84.77 - $97.13 $8 Million - $9.16 Million
-94,335 Reduced 10.44%
809,007 $77.5 Billion
Q2 2024

May 29, 2025
SELL
$79.31 - $93.31 $16 Million - $18.8 Million
-201,219 Reduced 18.22%
903,063 $83.6 Million
Q2 2024

Aug 07, 2024
BUY
$79.31 - $93.31 $1.21 Million - $1.42 Million
15,267 Added 1.72%
903,342 $83.6 Billion
Q1 2024

May 28, 2025
SELL
$72.87 - $85.14 $19.2 Million - $22.4 Million
-262,957 Reduced 23.81%
841,325 $71 Billion
Q1 2024

May 13, 2024
BUY
$72.87 - $85.14 $10.5 Million - $12.2 Million
143,420 Added 19.26%
888,075 $75.2 Billion
Q4 2023

May 28, 2025
SELL
$65.78 - $75.4 $13.6 Million - $15.5 Million
-206,080 Reduced 18.66%
898,202 $67.5 Billion
Q4 2023

Feb 14, 2024
BUY
$65.78 - $75.4 $49 Million - $56.1 Million
744,655 New
744,655 $55.9 Billion

Others Institutions Holding IVW

# of Institutions
2,027
Shares Held
427M
Call Options Held
203K
Put Options Held
136K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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