Carson Allaria Wealth Management, Ltd. Ishares S&P 500 Growth ETF Transaction History

Carson Allaria Wealth Management, Ltd.

  • $180 Million
  • Q2 2025

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 2,031 shares of IVW stock, worth $231,249. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,031
Previous 1,199 69.39%
Holding current value
$231,249
Previous $111,000 100.9%
% of portfolio
0.12%
Previous 0.07%

Shares

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

Jul 24, 2025
BUY
$82.96 - $110.1 $69,022 - $91,603
832 Added 69.39%
2,031 $223,000
Q1 2025

Apr 28, 2025
BUY
$92.45 - $106.69 $26,070 - $30,086
282 Added 30.75%
1,199 $111,000
Q4 2024

Jan 27, 2025
BUY
$94.43 - $105.47 $47,498 - $53,051
503 Added 121.5%
917 $93,000
Q3 2024

Oct 21, 2024
BUY
$84.77 - $97.13 $678 - $777
8 Added 1.97%
414 $39,000
Q2 2024

Jul 22, 2024
BUY
$79.31 - $93.31 $475 - $559
6 Added 1.5%
406 $37,000
Q1 2024

May 07, 2024
BUY
$72.87 - $85.14 $9,108 - $10,642
125 Added 45.45%
400 $33,000
Q4 2023

Feb 08, 2024
BUY
$65.78 - $75.4 $592 - $678
9 Added 3.38%
275 $20,000
Q3 2023

Nov 09, 2023
BUY
$68.05 - $72.66 $272 - $290
4 Added 1.53%
266 $18,000
Q2 2023

Aug 01, 2023
SELL
$63.21 - $70.48 $948 - $1,057
-15 Reduced 5.42%
262 $18,000
Q1 2023

Apr 26, 2023
BUY
$57.25 - $63.89 $114 - $127
2 Added 0.73%
277 $17,000
Q3 2022

Nov 09, 2022
BUY
$57.85 - $71.43 $3,933 - $4,857
68 Added 32.85%
275 $16,000
Q2 2022

Aug 02, 2022
BUY
$58.13 - $77.8 $8,312 - $11,125
143 Added 223.44%
207 $13,000
Q1 2022

May 05, 2022
BUY
$68.33 - $84.32 $478 - $590
7 Added 12.28%
64 $5,000
Q4 2021

Feb 10, 2022
BUY
$73.18 - $84.81 $4,171 - $4,834
57 New
57 $5,000

Others Institutions Holding IVW

# of Institutions
2,060
Shares Held
421M
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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