A detailed history of Able Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Able Wealth Management LLC holds 14,117 shares of IVW stock, worth $1.62 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
14,117
Previous 12,044 17.21%
Holding current value
$1.62 Million
Previous $1.12 Billion 39.02%
% of portfolio
0.78%
Previous 0.66%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

BUY
$82.96 - $110.1 $171,976 - $228,237
2,073 Added 17.21%
14,117 $1.55 Billion
Q1 2025

Apr 28, 2025

SELL
$92.45 - $106.69 $24,406 - $28,166
-264 Reduced 2.14%
12,044 $1.12 Billion
Q4 2024

Feb 03, 2025

SELL
$94.43 - $105.47 $98,207 - $109,688
-1,040 Reduced 7.79%
12,308 $1.25 Billion
Q3 2024

Nov 01, 2024

SELL
$84.77 - $97.13 $3,390 - $3,885
-40 Reduced 0.3%
13,348 $1.28 Billion
Q2 2024

Nov 01, 2024

SELL
$79.31 - $93.31 $44,492 - $52,346
-561 Reduced 4.02%
13,388 $1.24 Billion
Q1 2024

Nov 01, 2024

SELL
$72.87 - $85.14 $29,876 - $34,907
-410 Reduced 2.86%
13,949 $1.18 Billion
Q4 2023

Feb 20, 2024

BUY
$65.78 - $75.4 $944,535 - $1.08 Million
14,359 New
14,359 $1.08 Billion

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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