Epg Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History

Epg Wealth Management LLC

$363 Billion
Q3 2025

A detailed history of Epg Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 85,421 shares of IVW stock, worth $10.3 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares

85,421

Previous 97,018 11.95%

Holding current value

$10.3 Million

Previous $10.7 Billion 3.46%

% of portfolio

2.84%

Previous 3.21%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$108.97 - $121.65 $1.26 Million - $1.41 Million	-11,597 Reduced 11.95%	85,421 $10.3 Billion
Q2 2025 Aug 05, 2025	SELL	$82.96 - $110.1 $131,740 - $174,838	-1,588 Reduced 1.61%	97,018 $10.7 Billion
Q1 2025 May 13, 2025	BUY	$92.45 - $106.69 $44,838 - $51,744	485 Added 0.49%	98,606 $9.15 Billion
Q4 2024 Feb 14, 2025	SELL	$94.43 - $105.47 $904,544 - $1.01 Million	-9,579 Reduced 8.89%	98,121 $9.96 Billion
Q3 2024 Nov 13, 2024	BUY	$84.77 - $97.13 $9.13 Million - $10.5 Million	107,700 New	107,700 $10.3 Billion

Q2 2024 Aug 13, 2024	SELL	$79.31 - $93.31 $9.43 Million - $11.1 Million	-118,890 Closed	0 $0
Q1 2024 May 14, 2024	SELL	$72.87 - $85.14 $108,794 - $127,114	-1,493 Reduced 1.24%	118,890 $10 Million
Q4 2023 Feb 14, 2024	BUY	$65.78 - $75.4 $21,312 - $24,429	324 Added 0.27%	120,383 $9.04 Million
Q3 2023 Nov 13, 2023	BUY	$68.05 - $72.66 $54,371 - $58,055	799 Added 0.67%	120,059 $8.21 Million
Q2 2023 Aug 15, 2023	SELL	$63.21 - $70.48 $78,443 - $87,465	-1,241 Reduced 1.03%	119,260 $8.41 Million
Q1 2023 May 15, 2023	BUY	$57.25 - $63.89 $515 - $575	9 Added 0.01%	120,501 $7.7 Million
Q4 2022 Feb 14, 2023	SELL	$56.73 - $63.56 $402,272 - $450,703	-7,091 Reduced 5.56%	120,492 $7.05 Million
Q3 2022 Nov 15, 2022	BUY	$57.85 - $71.43 $1.1 Million - $1.36 Million	19,090 Added 17.6%	127,583 $7.38 Million
Q2 2022 Aug 15, 2022	BUY	$58.13 - $77.8 $64,698 - $86,591	1,113 Added 1.04%	108,493 $6.55 Million
Q1 2022 May 10, 2022	BUY	$68.33 - $84.32 $407,110 - $502,378	5,958 Added 5.87%	107,380 $8.2 Million
Q4 2021 Feb 14, 2022	BUY	$73.18 - $84.81 $27,442 - $31,803	375 Added 0.37%	101,422 $8.49 Million
Q3 2021 Nov 15, 2021	BUY	$72.99 - $79.0 $42,991 - $46,531	589 Added 0.59%	101,047 $7.47 Million
Q2 2021 Aug 09, 2021	SELL	$65.96 - $72.81 $3.1 Million - $3.43 Million	-47,064 Reduced 31.9%	100,458 $7.31 Million
Q1 2021 May 10, 2021	SELL	$61.43 - $67.25 $1.04 Million - $1.14 Million	-17,000 Reduced 10.33%	147,522 $9.61 Million
Q4 2020 Jan 29, 2021	BUY	$56.17 - $63.82 $6.95 Million - $7.89 Million	123,681 Added 302.84%	164,522 $10.5 Million
Q3 2020 Nov 02, 2020	BUY	$52.42 - $62.43 $58,081 - $69,172	1,108 Added 2.79%	40,841 $9.44 Million
Q2 2020 Aug 06, 2020	BUY	$39.5 - $52.48 $108,309 - $143,900	2,742 Added 7.41%	39,733 $8.24 Million
Q1 2020 May 05, 2020	BUY	$36.14 - $52.65 $20,166 - $29,378	558 Added 1.53%	36,991 $6.11 Million
Q4 2019 Feb 14, 2020	BUY	$43.72 - $48.62 $1.59 Million - $1.77 Million	36,433 New	36,433 $7.06 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

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Epg Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History