Ehrlich Financial Group Ishares S&P 500 Growth ETF Transaction History

Ehrlich Financial Group

$154 Billion
Q2 2025

A detailed history of Ehrlich Financial Group transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Ehrlich Financial Group holds 97,596 shares of IVW stock, worth $10.6 Million. This represents 6.96% of its overall portfolio holdings.

Number of Shares

97,596

Previous 118,441 17.6%

Holding current value

$10.6 Million

Previous $11 Billion 2.27%

% of portfolio

6.96%

Previous 8.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$82.96 - $110.1 $1.73 Million - $2.3 Million	-20,845 Reduced 17.6%	97,596 $10.7 Billion
Q1 2025 Apr 11, 2025	SELL	$92.45 - $106.69 $806,164 - $930,336	-8,720 Reduced 6.86%	118,441 $11 Billion
Q4 2024 Jan 13, 2025	BUY	$94.43 - $105.47 $821,635 - $917,694	8,701 Added 7.35%	127,161 $12.9 Billion
Q3 2024 Oct 07, 2024	SELL	$84.77 - $97.13 $2.08 Million - $2.39 Million	-24,588 Reduced 17.19%	118,460 $11.3 Billion
Q2 2024 Jul 12, 2024	BUY	$79.31 - $93.31 $1.9 Million - $2.24 Million	23,953 Added 20.11%	143,048 $13.2 Billion
Q1 2024 Apr 15, 2024	BUY	$72.87 - $85.14 $1.54 Million - $1.79 Million	21,075 Added 21.5%	119,095 $10.1 Billion
Q4 2023 Feb 13, 2024	BUY	$65.78 - $75.4 $6.45 Million - $7.39 Million	98,020 New	98,020 $7.36 Billion

Others Institutions Holding IVW

# of Institutions

2,042

Shares Held

426M

Call Options Held

203K

Put Options Held

136K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Ehrlich Financial Group Ishares S&P 500 Growth ETF Transaction History