Avidian Wealth Solutions, LLC Ishares S&P 500 Growth ETF Transaction History

Avidian Wealth Solutions, LLC

$2.37 Billion
Q2 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 38,542 shares of IVW stock, worth $4.64 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

38,542

Previous 44,439 13.27%

Holding current value

$4.64 Million

Previous $4.13 Million 2.86%

% of portfolio

0.18%

Previous 0.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$82.96 - $110.1 $489,215 - $649,259	-5,897 Reduced 13.27%	38,542 $4.24 Million
Q1 2025 Apr 25, 2025	SELL	$92.45 - $106.69 $53,898 - $62,200	-583 Reduced 1.29%	44,439 $4.13 Million
Q4 2024 Jan 29, 2025	SELL	$94.43 - $105.47 $111,805 - $124,876	-1,184 Reduced 2.56%	45,022 $4.57 Million
Q3 2024 Oct 30, 2024	SELL	$84.77 - $97.13 $412,321 - $472,440	-4,864 Reduced 9.52%	46,206 $4.42 Million
Q2 2024 Aug 06, 2024	BUY	$79.31 - $93.31 $1.27 Million - $1.49 Million	15,991 Added 45.59%	51,070 $4.73 Million
Q1 2024 May 03, 2024	BUY	$72.87 - $85.14 $1.31 Million - $1.53 Million	18,013 Added 105.55%	35,079 $2.96 Million
Q4 2023 Feb 06, 2024	BUY	$65.78 - $75.4 $154,188 - $176,737	2,344 Added 15.92%	17,066 $1.28 Million
Q3 2023 Oct 13, 2023	BUY	$68.05 - $72.66 $774,681 - $827,161	11,384 Added 341.04%	14,722 $1.01 Million
Q2 2023 Aug 03, 2023	BUY	$63.21 - $70.48 $210,994 - $235,262	3,338 New	3,338 $235,000
Q2 2022 Jul 29, 2022	SELL	$58.13 - $77.8 $1.33 Million - $1.78 Million	-22,866 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$68.33 - $84.32 $77,896 - $96,124	1,140 Added 5.25%	22,866 $1.75 Million
Q4 2021 Feb 14, 2022	BUY	$73.18 - $84.81 $1.59 Million - $1.84 Million	21,726 New	21,726 $1.82 Million
Q3 2021 Nov 10, 2021	SELL	$72.99 - $79.0 $222,911 - $241,266	-3,054 Closed	0 $0
Q2 2021 Aug 09, 2021	BUY	$65.96 - $72.81 $201,441 - $222,361	3,054 New	3,054 $222,000

Others Institutions Holding IVW

# of Institutions

2,099

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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Avidian Wealth Solutions, LLC Ishares S&P 500 Growth ETF Transaction History