Confluence Wealth Services, Inc. Ishares S&P 500 Growth ETF Transaction History

Confluence Wealth Services, Inc.

$1.68 Billion
Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 18,511 shares of IVW stock, worth $2.12 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

18,511

Previous 18,516 0.03%

Holding current value

$2.12 Million

Previous $1.72 Million 18.63%

% of portfolio

0.12%

Previous 0.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$82.96 - $110.1 $414 - $550	-5 Reduced 0.03%	18,511 $2.04 Million
Q1 2025 Apr 24, 2025	SELL	$92.45 - $106.69 $40,678 - $46,943	-440 Reduced 2.32%	18,516 $1.72 Million
Q4 2024 Jan 27, 2025	SELL	$94.43 - $105.47 $18,130 - $20,250	-192 Reduced 1.0%	18,956 $1.92 Million
Q3 2024 Oct 29, 2024	SELL	$84.77 - $97.13 $33,399 - $38,269	-394 Reduced 2.02%	19,148 $1.83 Million
Q2 2024 Jul 31, 2024	BUY	$79.31 - $93.31 $21,413 - $25,193	270 Added 1.4%	19,542 $1.81 Million
Q1 2024 Apr 22, 2024	BUY	$72.87 - $85.14 $6,558 - $7,662	90 Added 0.47%	19,272 $1.63 Million
Q4 2023 Jan 25, 2024	BUY	$65.78 - $75.4 $311,007 - $356,491	4,728 Added 32.71%	19,182 $1.44 Million
Q2 2023 Aug 01, 2023	SELL	$63.21 - $70.48 $54,803 - $61,106	-867 Reduced 5.66%	14,454 $1.02 Million
Q1 2023 May 11, 2023	SELL	$57.25 - $63.89 $18,606 - $20,764	-325 Reduced 2.08%	15,321 $978,000
Q4 2022 Feb 10, 2023	BUY	$56.73 - $63.56 $327,956 - $367,440	5,781 Added 58.6%	15,646 $915,000
Q3 2022 Nov 08, 2022	BUY	$57.85 - $71.43 $3,702 - $4,571	64 Added 0.65%	9,865 $570,000
Q2 2022 Aug 15, 2022	BUY	$58.13 - $77.8 $45,515 - $60,917	783 Added 8.68%	9,801 $682,000
Q1 2022 Apr 26, 2022	SELL	$68.33 - $84.32 $13,802 - $17,032	-202 Reduced 2.19%	9,018 $688,000
Q4 2021 Feb 10, 2022	BUY	$73.18 - $84.81 $674,719 - $781,948	9,220 New	9,220 $771,000

Others Institutions Holding IVW

# of Institutions

2,070

Shares Held

419M

Call Options Held

196K

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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Confluence Wealth Services, Inc. Ishares S&P 500 Growth ETF Transaction History