Centric Wealth Management Ishares S&P 500 Growth ETF Transaction History

Centric Wealth Management

$399 Million
Q2 2025

A detailed history of Centric Wealth Management transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Centric Wealth Management holds 1,927 shares of IVW stock, worth $230,777. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,927

Holding current value

$230,777

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$82.96 - $110.1 $159,863 - $212,162	1,927 New	1,927 $212,000

Others Institutions Holding IVW

# of Institutions

2,101

Shares Held

423M

Call Options Held

246K

Put Options Held

101K

Envestnet Asset Management Inc

45.4M
Shares

$5.43 Billion
1.53% of portfolio
Jpmorgan Chase & CO New York, NY

43.8M
Shares

$5.25 Billion
0.32% of portfolio
Morgan Stanley New York, NY

34M
Shares

$4.07 Billion
0.25% of portfolio
Bank Of America Corp Charlotte, NC

18.7M
Shares

$2.24 Billion
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

18.6M
Shares

$2.23 Billion
0.72% of portfolio

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Centric Wealth Management Ishares S&P 500 Growth ETF Transaction History