Provenance Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Provenance Wealth Advisors, LLC

$695 Billion
Q1 2025

A detailed history of Provenance Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 10,220 shares of IVW stock, worth $1.22 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

10,220

Previous 10,253 0.32%

Holding current value

$1.22 Million

Previous $1.04 Billion 8.86%

% of portfolio

0.14%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Aug 15, 2025	SELL	$92.45 - $106.69 $3,050 - $3,520	-33 Reduced 0.32%	10,220 $949 Million
Q4 2024 Aug 15, 2025	SELL	$94.43 - $105.47 $661 - $738	-7 Reduced 0.07%	10,253 $1.04 Billion
Q3 2024 Aug 15, 2025	SELL	$84.77 - $97.13 $678 - $777	-8 Reduced 0.08%	10,260 $982 Million
Q2 2024 Aug 15, 2025	SELL	$79.31 - $93.31 $28,710 - $33,778	-362 Reduced 3.41%	10,268 $950 Million
Q1 2024 Aug 15, 2025	SELL	$72.87 - $85.14 $582 - $681	-8 Reduced 0.08%	10,630 $898 Million
Q4 2023 Aug 15, 2025	SELL	$65.78 - $75.4 $526 - $603	-8 Reduced 0.08%	10,638 $799 Million
Q3 2023 Aug 15, 2025	BUY	$68.05 - $72.66 $724,460 - $773,538	10,646 New	10,646 $728 Million

Others Institutions Holding IVW

# of Institutions

2,101

Shares Held

423M

Call Options Held

246K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Provenance Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History