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

Guardian Wealth Advisors, LLC

$1.33 Billion
Q2 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 2,451 shares of IVW stock, worth $281,203. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,451

Previous 3,828 35.97%

Holding current value

$281,203

Previous $355,000 24.23%

% of portfolio

0.02%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$82.96 - $110.1 $114,235 - $151,607	-1,377 Reduced 35.97%	2,451 $269,000
Q1 2025 May 15, 2025	SELL	$92.45 - $106.69 $10,724 - $12,376	-116 Reduced 2.94%	3,828 $355,000
Q4 2024 Feb 14, 2025	BUY	$94.43 - $105.47 $289,616 - $323,476	3,067 Added 349.71%	3,944 $400,000
Q4 2023 Feb 14, 2024	BUY	$65.78 - $75.4 $57,689 - $66,125	877 New	877 $65,000
Q1 2022 May 16, 2022	SELL	$68.33 - $84.32 $1,093 - $1,349	-16 Closed	0 $0
Q4 2021 May 16, 2022	BUY	$73.18 - $84.81 $1,170 - $1,356	16 New	16 $1,000

Others Institutions Holding IVW

# of Institutions

2,084

Shares Held

423M

Call Options Held

226K

Put Options Held

94.9K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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