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

Capital Advisors Wealth Management, LLC

  • $623 Million
  • Q2 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 2,426 shares of IVW stock, worth $278,334. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,426
Previous 2,512 3.42%
Holding current value
$278,334
Previous $233,000 14.59%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Aug 13, 2025
SELL
$82.96 - $110.1 $7,134 - $9,468
-86 Reduced 3.42%
2,426 $267,000
Q1 2025

Apr 24, 2025
BUY
$92.45 - $106.69 $232,234 - $268,005
2,512 New
2,512 $233,000

Others Institutions Holding IVW

# of Institutions
2,079
Shares Held
420M
Call Options Held
196K
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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