Burkett Financial Services, LLC Ishares S&P 500 Growth ETF Transaction History

Burkett Financial Services, LLC

$278 Billion
Q2 2025

A detailed history of Burkett Financial Services, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Burkett Financial Services, LLC holds 17,729 shares of IVW stock, worth $2.03 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

17,729

Previous 6,745 162.85%

Holding current value

$2.03 Million

Previous $626 Million 211.74%

% of portfolio

0.7%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 01, 2025	BUY	$82.96 - $110.1 $911,232 - $1.21 Million	10,984 Added 162.85%	17,729 $1.95 Billion
Q1 2025 Apr 11, 2025	SELL	$92.45 - $106.69 $78,767 - $90,899	-852 Reduced 11.21%	6,745 $626 Million
Q4 2024 Jan 06, 2025	SELL	$94.43 - $105.47 $22,852 - $25,523	-242 Reduced 3.09%	7,597 $771 Million
Q3 2024 Oct 08, 2024	SELL	$84.77 - $97.13 $233,965 - $268,078	-2,760 Reduced 26.04%	7,839 $751 Million
Q2 2024 Jul 10, 2024	SELL	$79.31 - $93.31 $74,075 - $87,151	-934 Reduced 8.1%	10,599 $981 Million
Q1 2024 Apr 01, 2024	SELL	$72.87 - $85.14 $114,843 - $134,180	-1,576 Reduced 12.02%	11,533 $974 Million
Q4 2023 Feb 12, 2024	BUY	$65.78 - $75.4 $862,310 - $988,418	13,109 New	13,109 $985 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

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Burkett Financial Services, LLC Ishares S&P 500 Growth ETF Transaction History