Family Wealth Group, LLC Ishares S&P 500 Growth ETF Transaction History

Family Wealth Group, LLC

  • $96.6 Million
  • Q2 2025

A detailed history of Family Wealth Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 8,451 shares of IVW stock, worth $1.01 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
8,451
Holding current value
$1.01 Million
% of portfolio
0.96%

Shares

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

Aug 04, 2025
BUY
$82.96 - $110.1 $701,094 - $930,455
8,451 New
8,451 $930,000
Q1 2025

May 14, 2025
SELL
$92.45 - $106.69 $1.1 Million - $1.27 Million
-11,883 Closed
0 $0
Q4 2024

May 14, 2025
BUY
$94.43 - $105.47 $210,862 - $235,514
2,233 Added 23.14%
11,883 $1.21 Million
Q3 2024

Apr 01, 2025
BUY
$84.77 - $97.13 $36,281 - $41,571
428 Added 4.64%
9,650 $923,000
Q3 2024

Nov 14, 2024
SELL
$84.77 - $97.13 $65,951 - $75,567
-778 Reduced 8.14%
8,783 $840,000
Q2 2024

Apr 01, 2025
BUY
$79.31 - $93.31 $307,009 - $361,203
3,871 Added 72.34%
9,222 $853,000
Q2 2024

Aug 14, 2024
BUY
$79.31 - $93.31 $324,615 - $381,917
4,093 Added 74.85%
9,561 $884,000
Q1 2024

Apr 01, 2025
BUY
$72.87 - $85.14 $142,679 - $166,704
1,958 Added 57.71%
5,351 $452 Million
Q1 2024

Aug 14, 2024
BUY
$72.87 - $85.14 $142,898 - $166,959
1,961 Added 55.92%
5,468 $461,000
Q4 2023

Apr 01, 2025
SELL
$65.78 - $75.4 $354,554 - $406,406
-5,390 Reduced 61.37%
3,393 $255 Million
Q4 2023

Feb 14, 2024
BUY
$65.78 - $75.4 $230,690 - $264,427
3,507 New
3,507 $263,000

Others Institutions Holding IVW

# of Institutions
2,100
Shares Held
423M
Call Options Held
246K
Put Options Held
101K
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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