Apella Capital, LLC Ishares S&P 500 Growth ETF Transaction History

Apella Capital, LLC

$4.28 Billion
Q3 2025

A detailed history of Apella Capital, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Apella Capital, LLC holds 106,542 shares of IVW stock, worth $12.9 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

106,542

Previous 12,323 764.58%

Holding current value

$12.9 Million

Previous $1.36 Million 848.45%

% of portfolio

0.3%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$108.97 - $121.65 $10.3 Million - $11.5 Million	94,219 Added 764.58%	106,542 $12.9 Million
Q2 2025 Jul 08, 2025	BUY	$82.96 - $110.1 $174,630 - $231,760	2,105 Added 20.6%	12,323 $1.36 Million
Q1 2025 Apr 10, 2025	BUY	$92.45 - $106.69 $7,488 - $8,641	81 Added 0.8%	10,218 $945,000
Q4 2024 Jan 14, 2025	BUY	$94.43 - $105.47 $235,413 - $262,936	2,493 Added 32.61%	10,137 $1.03 Million
Q3 2024 Oct 03, 2024	BUY	$84.77 - $97.13 $7,714 - $8,838	91 Added 1.2%	7,644 $731,000

Q2 2024 Jul 10, 2024	BUY	$79.31 - $93.31 $39,972 - $47,028	504 Added 7.15%	7,553 $698,000
Q1 2024 Apr 10, 2024	BUY	$72.87 - $85.14 $200,902 - $234,730	2,757 Added 64.24%	7,049 $595,000
Q2 2023 Jul 06, 2023	SELL	$63.21 - $70.48 $9,860 - $10,994	-156 Reduced 3.51%	4,292 $302,000
Q2 2021 Jul 02, 2021	BUY	$65.96 - $72.81 $10,289 - $11,358	156 Added 3.63%	4,448 $324,000
Q4 2020 Feb 18, 2021	BUY	$56.17 - $63.82 $180,811 - $205,436	3,219 Added 300.0%	4,292 $274,000
Q2 2020 Jul 20, 2020	BUY	$39.5 - $52.48 $42,383 - $56,311	1,073 New	1,073 $223,000

Others Institutions Holding IVW

# of Institutions

2,176

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Apella Capital, LLC Ishares S&P 500 Growth ETF Transaction History