Baker Tilly Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Baker Tilly Wealth Management, LLC

$429 Million
Q3 2025

A detailed history of Baker Tilly Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 4,745 shares of IVW stock, worth $568,261. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,745

Previous 4,657 1.89%

Holding current value

$568,261

Previous $512,000 11.72%

% of portfolio

0.13%

Previous 0.19%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$108.97 - $121.65 $9,589 - $10,705	88 Added 1.89%	4,745 $572,000
Q2 2025 Jul 10, 2025	SELL	$82.96 - $110.1 $1,742 - $2,312	-21 Reduced 0.45%	4,657 $512,000
Q1 2025 Apr 09, 2025	BUY	$92.45 - $106.69 $35,315 - $40,755	382 Added 8.89%	4,678 $432,000
Q4 2024 Jan 10, 2025	BUY	$94.43 - $105.47 $405,671 - $453,099	4,296 New	4,296 $436,000
Q1 2024 May 09, 2024	SELL	$72.87 - $85.14 $76,659 - $89,567	-1,052 Reduced 15.4%	5,781 $488,000
Q4 2023 Jan 10, 2024	BUY	$65.78 - $75.4 $47,230 - $54,137	718 Added 11.74%	6,833 $513,000
Q3 2023 Oct 10, 2023	SELL	$68.05 - $72.66 $949,025 - $1.01 Million	-13,946 Reduced 69.52%	6,115 $418,000
Q2 2023 Jul 20, 2023	SELL	$63.21 - $70.48 $32,363 - $36,085	-512 Reduced 2.49%	20,061 $1.41 Million
Q1 2023 Apr 12, 2023	BUY	$57.25 - $63.89 $848,101 - $946,466	14,814 Added 257.23%	20,573 $1.31 Million
Q4 2022 Jan 26, 2023	SELL	$56.73 - $63.56 $26,379 - $29,555	-465 Reduced 7.47%	5,759 $0
Q3 2022 Oct 20, 2022	BUY	$57.85 - $71.43 $34,999 - $43,215	605 Added 10.77%	6,224 $360,000
Q1 2022 Apr 27, 2022	BUY	$68.33 - $84.32 $3,416 - $4,216	50 Added 0.9%	5,619 $429,000
Q3 2021 Nov 02, 2021	BUY	$72.99 - $79.0 $101,967 - $110,363	1,397 Added 33.49%	5,569 $412,000
Q2 2021 Jul 30, 2021	BUY	$65.96 - $72.81 $5,012 - $5,533	76 Added 1.86%	4,172 $303,000
Q1 2021 Apr 28, 2021	BUY	$61.43 - $67.25 $8,600 - $9,415	140 Added 3.54%	4,096 $267,000
Q4 2020 Feb 03, 2021	BUY	$56.17 - $63.82 $222,208 - $252,471	3,956 New	3,956 $252,000

Others Institutions Holding IVW

# of Institutions

2,100

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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Baker Tilly Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History