Dumont & Blake Investment Advisors LLC Ishares S&P 500 Growth ETF Transaction History

Dumont & Blake Investment Advisors LLC

  • $386 Million
  • Q3 2025

A detailed history of Dumont & Blake Investment Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 54,160 shares of IVW stock, worth $6.56 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
54,160
Previous 54,628 0.86%
Holding current value
$6.56 Million
Previous $6.01 Million 8.71%
% of portfolio
1.69%
Previous 1.68%

Shares

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

Oct 17, 2025
SELL
$108.97 - $121.65 $50,997 - $56,932
-468 Reduced 0.86%
54,160 $6.54 Million
Q2 2025

Jul 29, 2025
SELL
$82.96 - $110.1 $32,852 - $43,599
-396 Reduced 0.72%
54,628 $6.01 Million
Q1 2025

Apr 08, 2025
SELL
$92.45 - $106.69 $20,708 - $23,898
-224 Reduced 0.41%
55,024 $5.09 Million
Q4 2024

Jan 23, 2025
SELL
$94.43 - $105.47 $124,458 - $139,009
-1,318 Reduced 2.33%
55,248 $5.61 Million
Q3 2024

Oct 23, 2024
SELL
$84.77 - $97.13 $4.92 Million - $5.64 Million
-58,052 Reduced 50.65%
56,566 $5.42 Million
Q2 2024

Jul 23, 2024
BUY
$79.31 - $93.31 $4.59 Million - $5.4 Million
57,852 Added 101.91%
114,618 $10.6 Million
Q1 2024

Apr 17, 2024
SELL
$72.87 - $85.14 $2,696 - $3,150
-37 Reduced 0.07%
56,766 $4.79 Million
Q4 2023

Jan 23, 2024
SELL
$65.78 - $75.4 $29,140 - $33,402
-443 Reduced 0.77%
56,803 $4.27 Million
Q3 2023

Oct 27, 2023
BUY
$68.05 - $72.66 $30,282 - $32,333
445 Added 0.78%
57,246 $3.92 Million
Q2 2023

Aug 03, 2023
BUY
$63.21 - $70.48 $15,549 - $17,338
246 Added 0.43%
56,801 $4 Million
Q1 2023

Apr 14, 2023
SELL
$57.25 - $63.89 $40,704 - $45,425
-711 Reduced 1.24%
56,555 $3.61 Million
Q4 2022

Jan 26, 2023
SELL
$56.73 - $63.56 $34,321 - $38,453
-605 Reduced 1.05%
57,266 $3.35 Million
Q3 2022

Oct 24, 2022
SELL
$57.85 - $71.43 $24,239 - $29,929
-419 Reduced 0.72%
57,871 $3.35 Million
Q2 2022

Aug 03, 2022
SELL
$58.13 - $77.8 $6,278 - $8,402
-108 Reduced 0.18%
58,290 $3.52 Million
Q1 2022

Apr 27, 2022
SELL
$68.33 - $84.32 $981,765 - $1.21 Million
-14,368 Reduced 19.75%
58,398 $4.46 Million
Q4 2021

Jan 31, 2022
BUY
$73.18 - $84.81 $38,199 - $44,270
522 Added 0.72%
72,766 $6.09 Million
Q3 2021

Nov 02, 2021
BUY
$72.99 - $79.0 $22,042 - $23,858
302 Added 0.42%
72,244 $5.34 Million
Q2 2021

Jul 22, 2021
BUY
$65.96 - $72.81 $67,740 - $74,775
1,027 Added 1.45%
71,942 $5.23 Million
Q1 2021

May 03, 2021
BUY
$61.43 - $67.25 $123,535 - $135,239
2,011 Added 2.92%
70,915 $4.62 Million
Q4 2020

Jan 29, 2021
BUY
$56.17 - $63.82 $2.92 Million - $3.32 Million
51,988 Added 307.33%
68,904 $4.4 Million
Q3 2020

Oct 30, 2020
BUY
$52.42 - $62.43 $24,899 - $29,654
475 Added 2.89%
16,916 $3.91 Million
Q2 2020

Jul 31, 2020
BUY
$39.5 - $52.48 $22,159 - $29,441
561 Added 3.53%
16,441 $3.41 Million
Q1 2020

May 05, 2020
SELL
$36.14 - $52.65 $9,685 - $14,110
-268 Reduced 1.66%
15,880 $2.62 Million
Q4 2019

Feb 05, 2020
BUY
$43.72 - $48.62 $12,329 - $13,710
282 Added 1.78%
16,148 $3.13 Million
Q3 2019

Nov 12, 2019
SELL
$43.49 - $46.27 $113,943 - $121,227
-2,620 Reduced 14.17%
15,866 $2.86 Million
Q2 2019

Aug 01, 2019
BUY
$41.95 - $45.26 $17,870 - $19,280
426 Added 2.36%
18,486 $3.31 Million
Q1 2019

Apr 04, 2019
SELL
$36.63 - $43.33 $13,589 - $16,075
-371 Reduced 2.01%
18,060 $3.11 Million
Q4 2018

Feb 07, 2019
SELL
$35.15 - $44.43 $45,800 - $57,892
-1,303 Reduced 6.6%
18,431 $2.78 Million
Q3 2018

Oct 19, 2018
BUY
$40.58 - $44.29 $31,530 - $34,413
777 Added 4.1%
19,734 $3.5 Million
Q2 2018

Jul 25, 2018
BUY
$37.83 - $42.01 $34,765 - $38,607
919 Added 5.09%
18,957 $3.08 Million
Q1 2018

Apr 26, 2018
BUY
$37.4 - $41.49 $11,107 - $12,322
297 Added 1.67%
18,038 $2.8 Million
Q4 2017

Feb 15, 2018
SELL
$35.95 - $38.73 $898 - $968
-25 Reduced 0.14%
17,741 $2.71 Million
Q3 2017

Oct 31, 2017
BUY
$35.46 - $35.85 $629,982 - $636,911
17,766
17,766 $2.55 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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