Geo Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Geo Wealth Management, LLC

  • $2.58 Billion
  • Q3 2025

A detailed history of Geo Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Geo Wealth Management, LLC holds 67,144 shares of IVW stock, worth $8.13 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
67,144
Previous 45,955 46.11%
Holding current value
$8.13 Million
Previous $5.06 Million 60.21%
% of portfolio
0.31%
Previous 0.21%

Shares

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

Nov 13, 2025
BUY
$108.97 - $121.65 $2.31 Million - $2.58 Million
21,189 Added 46.11%
67,144 $8.11 Million
Q2 2025

Aug 13, 2025
SELL
$82.96 - $110.1 $408,743 - $542,462
-4,927 Reduced 9.68%
45,955 $5.06 Million
Q1 2025

May 09, 2025
BUY
$92.45 - $106.69 $1.07 Million - $1.24 Million
11,578 Added 29.46%
50,882 $4.72 Million
Q4 2024

Feb 13, 2025
BUY
$94.43 - $105.47 $2.69 Million - $3 Million
28,448 Added 262.05%
39,304 $3.99 Million
Q3 2024

Nov 12, 2024
SELL
$84.77 - $97.13 $16,869 - $19,328
-199 Reduced 1.8%
10,856 $1.04 Million
Q2 2024

Aug 12, 2024
BUY
$79.31 - $93.31 $450,718 - $530,280
5,683 Added 105.79%
11,055 $1.02 Million
Q1 2024

May 15, 2024
BUY
$72.87 - $85.14 $266,048 - $310,846
3,651 Added 212.14%
5,372 $453,000
Q1 2024

May 15, 2024
SELL
$72.87 - $85.14 $391,457 - $457,372
-5,372 Closed
0 $0
Q4 2023

Feb 13, 2024
BUY
$65.78 - $75.4 $27,627 - $31,668
420 Added 32.28%
1,721 $129,000
Q3 2023

Nov 13, 2023
BUY
$68.05 - $72.66 $88,533 - $94,530
1,301 New
1,301 $89,000
Q1 2023

May 12, 2023
BUY
$57.25 - $63.89 $2.46 Million - $2.75 Million
43,036 New
43,036 $2.75 Million
Q3 2020

Nov 13, 2020
SELL
$52.42 - $62.43 $50,690 - $60,369
-967 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$39.5 - $52.48 $38,196 - $50,748
967 New
967 $201,000

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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