Forthright Family Wealth Advisory LLC Ishares S&P 500 Growth ETF Transaction History

Forthright Family Wealth Advisory LLC

$141 Million
Q2 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 110,003 shares of IVW stock, worth $13.4 Million. This represents 8.58% of its overall portfolio holdings.

Number of Shares

110,003

Previous 112,208 1.97%

Holding current value

$13.4 Million

Previous $10.4 Million 16.27%

% of portfolio

8.58%

Previous 7.75%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$82.96 - $110.1 $182,926 - $242,770	-2,205 Reduced 1.97%	110,003 $12.1 Million
Q1 2025 Apr 30, 2025	BUY	$92.45 - $106.69 $221,140 - $255,202	2,392 Added 2.18%	112,208 $10.4 Million
Q4 2024 Mar 03, 2025	SELL	$94.43 - $105.47 $1.45 Million - $1.62 Million	-15,379 Reduced 12.28%	109,816 $11.1 Million
Q3 2024 Dec 09, 2024	BUY	$84.77 - $97.13 $7.41 Million - $8.49 Million	87,459 Added 231.77%	125,195 $13 Billion
Q2 2024 Aug 12, 2024	BUY	$79.31 - $93.31 $492,039 - $578,895	6,204 Added 19.68%	37,736 $3.49 Billion
Q1 2024 Apr 29, 2024	BUY	$72.87 - $85.14 $89,775 - $104,892	1,232 Added 4.07%	31,532 $2.66 Billion
Q4 2023 Feb 28, 2024	BUY	$65.78 - $75.4 $1.99 Million - $2.28 Million	30,300 New	30,300 $2.28 Billion

Others Institutions Holding IVW

# of Institutions

2,097

Shares Held

424M

Call Options Held

246K

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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Forthright Family Wealth Advisory LLC Ishares S&P 500 Growth ETF Transaction History