Atlantic Family Wealth, LLC Ishares S&P 500 Growth ETF Transaction History

Atlantic Family Wealth, LLC

  • $115 Billion
  • Q2 2025

A detailed history of Atlantic Family Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Atlantic Family Wealth, LLC holds 62,071 shares of IVW stock, worth $7.12 Million. This represents 5.95% of its overall portfolio holdings.

Number of Shares
62,071
Previous 63,208 1.8%
Holding current value
$7.12 Million
Previous $5.87 Billion 16.47%
% of portfolio
5.95%
Previous 5.4%

Shares

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

Aug 12, 2025
SELL
$82.96 - $110.1 $94,325 - $125,183
-1,137 Reduced 1.8%
62,071 $6.83 Billion
Q1 2025

May 07, 2025
BUY
$92.45 - $106.69 $106,779 - $123,226
1,155 Added 1.86%
63,208 $5.87 Billion
Q4 2024

Feb 04, 2025
BUY
$94.43 - $105.47 $5.86 Million - $6.54 Million
62,053 New
62,053 $6.3 Billion

Others Institutions Holding IVW

# of Institutions
2,069
Shares Held
419M
Call Options Held
196K
Put Options Held
101K
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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