A detailed history of Crewe Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Crewe Advisors LLC holds 5,414 shares of IVW stock, worth $621,148. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,414
Previous 3,411 58.72%
Holding current value
$621,148
Previous $316,000 88.61%
% of portfolio
0.09%
Previous 0.05%

Shares

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

Jul 29, 2025

BUY
$82.96 - $110.1 $166,168 - $220,530
2,003 Added 58.72%
5,414 $596,000
Q1 2025

Apr 22, 2025

SELL
$92.45 - $106.69 $55,470 - $64,014
-600 Reduced 14.96%
3,411 $316,000
Q4 2024

Jan 27, 2025

BUY
$94.43 - $105.47 $7,554 - $8,437
80 Added 2.04%
4,011 $407,000
Q2 2024

Jul 29, 2024

BUY
$79.31 - $93.31 $1,586 - $1,866
20 Added 0.51%
3,931 $363,000
Q1 2024

May 13, 2024

BUY
$72.87 - $85.14 $100,924 - $117,918
1,385 Added 54.83%
3,911 $330,000
Q4 2023

Feb 09, 2024

SELL
$65.78 - $75.4 $98,209 - $112,572
-1,493 Reduced 37.15%
2,526 $189,000
Q3 2023

Nov 08, 2023

BUY
$68.05 - $72.66 $137,392 - $146,700
2,019 Added 100.95%
4,019 $274,000
Q2 2023

Jul 28, 2023

SELL
$63.21 - $70.48 $229,325 - $255,701
-3,628 Reduced 64.46%
2,000 $140,000
Q3 2022

Nov 14, 2022

BUY
$57.85 - $71.43 $73,353 - $90,573
1,268 Added 29.08%
5,628 $326,000
Q2 2022

Aug 02, 2022

BUY
$58.13 - $77.8 $137,186 - $183,608
2,360 Added 118.0%
4,360 $263,000
Q1 2022

Apr 27, 2022

BUY
$68.33 - $84.32 $136,660 - $168,640
2,000 New
2,000 $153,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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