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

Genesis Wealth Advisors, LLC

  • $123 Billion
  • Q1 2025

A detailed history of Genesis Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 4,744 shares of IVW stock, worth $449,019. This represents 0.36% of its overall portfolio holdings.

Number of Shares
4,744
Previous 3,368 40.86%
Holding current value
$449,019
Previous $342 Million 28.79%
% of portfolio
0.36%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$92.45 - $106.69 $127,211 - $146,805
1,376 Added 40.86%
4,744 $440 Million
Q4 2024

Feb 04, 2025
BUY
$94.43 - $105.47 $318,040 - $355,222
3,368 New
3,368 $342 Million

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

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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