Beverly Hills Private Wealth, LLC Ishares S&P 500 Growth ETF Transaction History

Beverly Hills Private Wealth, LLC

$533 Billion
Q2 2025

A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 4,207 shares of IVW stock, worth $482,669. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,207

Previous 4,657 9.66%

Holding current value

$482,669

Previous $432 Million 7.14%

% of portfolio

0.09%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$82.96 - $110.1 $37,332 - $49,545	-450 Reduced 9.66%	4,207 $463 Million
Q1 2025 Apr 29, 2025	SELL	$92.45 - $106.69 $43,081 - $49,717	-466 Reduced 9.1%	4,657 $432 Million
Q4 2024 Feb 13, 2025	SELL	$94.43 - $105.47 $112,560 - $125,720	-1,192 Reduced 18.88%	5,123 $520 Million
Q3 2024 Nov 12, 2024	SELL	$84.77 - $97.13 $235,151 - $269,438	-2,774 Reduced 30.52%	6,315 $605 Million
Q2 2024 Aug 07, 2024	BUY	$79.31 - $93.31 $221,195 - $260,241	2,789 Added 44.27%	9,089 $841 Million
Q1 2024 May 08, 2024	BUY	$72.87 - $85.14 $255,190 - $298,160	3,502 Added 125.16%	6,300 $532 Million
Q4 2023 Jan 29, 2024	SELL	$65.78 - $75.4 $17,760 - $20,358	-270 Reduced 8.8%	2,798 $210 Million
Q3 2023 Nov 08, 2023	SELL	$68.05 - $72.66 $235,861 - $251,839	-3,466 Reduced 53.05%	3,068 $210 Million
Q2 2023 Aug 09, 2023	BUY	$63.21 - $70.48 $413,014 - $460,516	6,534 New	6,534 $461 Million

Others Institutions Holding IVW

# of Institutions

2,082

Shares Held

417M

Call Options Held

196K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.

Account

Beverly Hills Private Wealth, LLC Ishares S&P 500 Growth ETF Transaction History