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

Centricity Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Centricity Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 3,442 shares of IVW stock, worth $416,619. This represents 0.3% of its overall portfolio holdings.

Number of Shares
3,442
Previous 2,910 18.28%
Holding current value
$416,619
Previous $270 Million 40.29%
% of portfolio
0.3%
Previous 0.25%

Shares

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

Jul 18, 2025
BUY
$82.96 - $110.1 $44,134 - $58,573
532 Added 18.28%
3,442 $379 Million
Q1 2025

Apr 14, 2025
BUY
$92.45 - $106.69 $14,422 - $16,643
156 Added 5.66%
2,910 $270 Million
Q4 2024

Feb 03, 2025
BUY
$94.43 - $105.47 $260,060 - $290,464
2,754 New
2,754 $280 Million

Others Institutions Holding IVW

# of Institutions
2,176
Shares Held
420M
Call Options Held
212K
Put Options Held
158K
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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