Erts Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Erts Wealth Advisors, LLC

$514 Million
Q1 2025

A detailed history of Erts Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 6,086 shares of IVW stock, worth $576,039. This represents 0.11% of its overall portfolio holdings.

Number of Shares

6,086

Previous 6,291 3.26%

Holding current value

$576,039

Previous $638,000 11.6%

% of portfolio

0.11%

Previous 0.12%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$92.45 - $106.69 $18,952 - $21,871	-205 Reduced 3.26%	6,086 $564,000
Q4 2024 Jan 17, 2025	SELL	$94.43 - $105.47 $4,721 - $5,273	-50 Reduced 0.79%	6,291 $638,000
Q2 2024 Jul 18, 2024	SELL	$79.31 - $93.31 $31,089 - $36,577	-392 Reduced 5.82%	6,341 $586,000
Q1 2024 Apr 23, 2024	SELL	$72.87 - $85.14 $6,193 - $7,236	-85 Reduced 1.25%	6,733 $568,000
Q4 2023 Jan 23, 2024	BUY	$65.78 - $75.4 $23,088 - $26,465	351 Added 5.43%	6,818 $512,000
Q3 2023 Oct 16, 2023	BUY	$68.05 - $72.66 $57,502 - $61,397	845 Added 15.03%	6,467 $442,000
Q2 2023 Jul 17, 2023	SELL	$63.21 - $70.48 $22,186 - $24,738	-351 Reduced 5.88%	5,622 $396,000
Q1 2023 Apr 18, 2023	SELL	$57.25 - $63.89 $58,051 - $64,784	-1,014 Reduced 14.51%	5,973 $381,000
Q4 2022 Jan 27, 2023	SELL	$56.73 - $63.56 $773,456 - $866,577	-13,634 Reduced 66.12%	6,987 $408,000
Q3 2022 Nov 08, 2022	SELL	$57.85 - $71.43 $57,792 - $71,358	-999 Reduced 4.62%	20,621 $1.19 Million
Q2 2022 Aug 08, 2022	BUY	$58.13 - $77.8 $673,087 - $900,846	11,579 Added 115.32%	21,620 $1.3 Million
Q1 2022 May 11, 2022	BUY	$68.33 - $84.32 $665,055 - $820,686	9,733 Added 3160.06%	10,041 $767,000
Q4 2018 Feb 14, 2019	BUY	$35.15 - $44.43 $10,826 - $13,684	308 New	308 $46,000

Others Institutions Holding IVW

# of Institutions

2,024

Shares Held

431M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Erts Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History