Caldwell Trust CO Ishares S&P 500 Growth ETF Transaction History

Caldwell Trust CO

$1 Trillion
Q2 2025

A detailed history of Caldwell Trust CO transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Caldwell Trust CO holds 3,415 shares of IVW stock, worth $408,980. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,415

Holding current value

$408,980

% of portfolio

0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 22, 2025	BUY	$82.96 - $110.1 $283,308 - $375,991	3,415 New	3,415 $376 Million
Q4 2024 Sep 24, 2025	BUY	$94.43 - $105.47 $8,026 - $8,964	85 Added 2.63%	3,315 $337 Million
Q1 2024 Sep 24, 2025	SELL	$72.87 - $85.14 $13,480 - $15,750	-185 Reduced 5.42%	3,230 $273 Million
Q1 2023 Oct 01, 2025	SELL	$57.25 - $63.89 $10,591 - $11,819	-185 Reduced 5.42%	3,230 $206 Million
Q3 2022 Oct 01, 2025	SELL	$57.85 - $71.43 $10,702 - $13,214	-185 Reduced 5.42%	3,230 $187 Million
Q2 2022 Oct 01, 2025	BUY	$58.13 - $77.8 $12,207 - $16,338	210 Added 6.95%	3,230 $195 Million
Q1 2022 Oct 01, 2025	SELL	$68.33 - $84.32 $26,990 - $33,306	-395 Reduced 11.57%	3,020 $231 Million
Q3 2021 Oct 02, 2025	SELL	$72.99 - $79.0 $27,736 - $30,020	-380 Reduced 11.18%	3,020 $223 Million
Q1 2021 Oct 02, 2025	SELL	$61.43 - $67.25 $921 - $1,008	-15 Reduced 0.44%	3,400 $221 Million
Q4 2020 Oct 02, 2025	SELL	$56.17 - $63.82 $842 - $957	-15 Reduced 0.44%	3,400 $217 Million
Q3 2020 Oct 02, 2025	BUY	$52.42 - $62.43 $3,931 - $4,682	75 Added 9.68%	850 $196 Million
Q2 2020 Oct 02, 2025	BUY	$39.5 - $52.48 $592 - $787	15 Added 1.97%	775 $161 Million
Q1 2020 Oct 02, 2025	SELL	$36.14 - $52.65 $95,951 - $139,785	-2,655 Reduced 77.75%	760 $125 Million
Q4 2019 Oct 06, 2025	SELL	$43.72 - $48.62 $106,370 - $118,292	-2,433 Reduced 71.24%	982 $190 Million

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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