Beese Fulmer Investment Management, Inc. Ishares S&P 500 Growth ETF Transaction History

Beese Fulmer Investment Management, Inc.

$1.3 Billion
Q2 2025

A detailed history of Beese Fulmer Investment Management, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Beese Fulmer Investment Management, Inc. holds 116,833 shares of IVW stock, worth $14 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

116,833

Previous 2,705 4219.15%

Holding current value

$14 Million

Previous $250,000 5045.2%

% of portfolio

0.99%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$82.96 - $110.1 $9.47 Million - $12.6 Million	114,128 Added 4219.15%	116,833 $12.9 Million
Q1 2025 Apr 08, 2025	BUY	$92.45 - $106.69 $52,973 - $61,133	573 Added 26.88%	2,705 $250,000
Q3 2024 Oct 22, 2024	BUY	$84.77 - $97.13 $180,729 - $207,081	2,132 New	2,132 $204,000
Q2 2021 Jul 08, 2021	SELL	$65.96 - $72.81 $205,861 - $227,240	-3,121 Closed	0 $0
Q1 2021 Apr 23, 2021	BUY	$61.43 - $67.25 $191,723 - $209,887	3,121 New	3,121 $203,000
Q3 2020 Oct 08, 2020	SELL	$52.42 - $62.43 $21,911 - $26,095	-418 Closed	0 $0
Q2 2020 Jul 17, 2020	BUY	$39.5 - $52.48 $16,511 - $21,936	418 New	418 $87,000

Others Institutions Holding IVW

# of Institutions

2,101

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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Beese Fulmer Investment Management, Inc. Ishares S&P 500 Growth ETF Transaction History