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

Bcgm Wealth Management, LLC

  • $322 Million
  • Q2 2025

A detailed history of Bcgm Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 5,509 shares of IVW stock, worth $659,757. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,509
Previous 4,276 28.84%
Holding current value
$659,757
Previous $396,000 53.03%
% of portfolio
0.19%
Previous 0.13%

Shares

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

Aug 05, 2025
BUY
$82.96 - $110.1 $102,289 - $135,753
1,233 Added 28.84%
5,509 $606,000
Q1 2025

May 08, 2025
BUY
$92.45 - $106.69 $13,405 - $15,470
145 Added 3.51%
4,276 $396,000
Q4 2024

Feb 04, 2025
BUY
$94.43 - $105.47 $177,433 - $198,178
1,879 Added 83.44%
4,131 $419,000
Q3 2024

Nov 06, 2024
SELL
$84.77 - $97.13 $6,527 - $7,479
-77 Reduced 3.31%
2,252 $215,000
Q2 2024

Jul 30, 2024
BUY
$79.31 - $93.31 $184,712 - $217,318
2,329 New
2,329 $215,000

Others Institutions Holding IVW

# of Institutions
2,137
Shares Held
423M
Call Options Held
246K
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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