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

Alta Wealth Advisors LLC

$212 Million
Q2 2025

A detailed history of Alta Wealth Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 18,743 shares of IVW stock, worth $2.15 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

18,743

Previous 19,966 6.13%

Holding current value

$2.15 Million

Previous $1.85 Million 11.33%

% of portfolio

0.97%

Previous 0.86%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$82.96 - $110.1 $101,460 - $134,652	-1,223 Reduced 6.13%	18,743 $2.06 Million
Q1 2025 Apr 24, 2025	BUY	$92.45 - $106.69 $80,893 - $93,353	875 Added 4.58%	19,966 $1.85 Million
Q4 2024 Jan 23, 2025	BUY	$94.43 - $105.47 $217,944 - $243,424	2,308 Added 13.75%	19,091 $1.94 Million
Q3 2024 Oct 18, 2024	BUY	$84.77 - $97.13 $6,357 - $7,284	75 Added 0.45%	16,783 $1.61 Million
Q4 2023 Feb 12, 2024	BUY	$65.78 - $75.4 $463,617 - $531,419	7,048 Added 72.96%	16,708 $1.25 Million
Q3 2023 Oct 19, 2023	SELL	$68.05 - $72.66 $20,755 - $22,161	-305 Reduced 3.06%	9,660 $660,000
Q1 2023 Apr 21, 2023	SELL	$57.25 - $63.89 $13,740 - $15,333	-240 Reduced 2.35%	9,965 $636,000
Q4 2022 Jan 20, 2023	SELL	$56.73 - $63.56 $115,275 - $129,153	-2,032 Reduced 16.61%	10,205 $0
Q3 2022 Oct 17, 2022	BUY	$57.85 - $71.43 $57 - $71	1 Added 0.01%	12,237 $708,000
Q2 2022 Jul 28, 2022	SELL	$58.13 - $77.8 $6,278 - $8,402	-108 Reduced 0.87%	12,236 $740,000
Q1 2022 Apr 27, 2022	SELL	$68.33 - $84.32 $184,491 - $227,663	-2,700 Reduced 17.95%	12,344 $943,000
Q3 2021 Oct 13, 2021	BUY	$72.99 - $79.0 $3,211 - $3,476	44 Added 0.29%	15,044 $1.11 Million
Q4 2020 Feb 08, 2021	BUY	$56.17 - $63.82 $842,550 - $957,300	15,000 New	15,000 $957,000

Others Institutions Holding IVW

# of Institutions

2,082

Shares Held

417M

Call Options Held

196K

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