A detailed history of Consolidated Planning Corp transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Consolidated Planning Corp holds 4,665 shares of IVW stock, worth $564,651. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,665
Previous 2,575 81.17%
Holding current value
$564,651
Previous $283,000 98.94%
% of portfolio
0.07%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$108.97 - $121.65 $227,747 - $254,248
2,090 Added 81.17%
4,665 $563,000
Q2 2025

Jul 18, 2025

SELL
$82.96 - $110.1 $9,623 - $12,771
-116 Reduced 4.31%
2,575 $283,000
Q1 2025

Apr 22, 2025

SELL
$92.45 - $106.69 $832 - $960
-9 Reduced 0.33%
2,691 $249,000
Q4 2024

Jan 29, 2025

BUY
$94.43 - $105.47 $254,961 - $284,769
2,700 New
2,700 $274,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Consolidated Planning Corp Portfolio

Follow Consolidated Planning Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Consolidated Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Planning Corp with notifications on news.