Forte Asset Management LLC Ishares S&P 500 Growth ETF Transaction History

Forte Asset Management LLC

  • $204 Million
  • Q3 2025

A detailed history of Forte Asset Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Forte Asset Management LLC holds 10,250 shares of IVW stock, worth $1.24 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
10,250
Previous 11,750 12.77%
Holding current value
$1.24 Million
Previous $1.29 Million 4.33%
% of portfolio
0.61%
Previous 0.67%

Shares

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

Oct 30, 2025
SELL
$108.97 - $121.65 $163,455 - $182,475
-1,500 Reduced 12.77%
10,250 $1.24 Million
Q2 2025

Jul 31, 2025
BUY
$82.96 - $110.1 $248,879 - $330,300
3,000 Added 34.29%
11,750 $1.29 Million
Q3 2024

Oct 28, 2024
BUY
$84.77 - $97.13 $199,209 - $228,255
2,350 Added 36.72%
8,750 $837,000
Q2 2024

Jul 25, 2024
BUY
$79.31 - $93.31 $507,584 - $597,184
6,400 New
6,400 $592,000

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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