Higgins & Schmidt Wealth Strategies LLC Ishares S&P 500 Growth ETF Transaction History

Higgins & Schmidt Wealth Strategies LLC

$169 Billion
Q1 2025

A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 72,940 shares of IVW stock, worth $6.9 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares

72,940

Previous 75,299 3.13%

Holding current value

$6.9 Million

Previous $7.65 Billion 11.43%

% of portfolio

4.0%

Previous 4.77%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$92.45 - $106.69 $218,089 - $251,681	-2,359 Reduced 3.13%	72,940 $6.77 Billion
Q4 2024 Mar 25, 2025	SELL	$94.43 - $105.47 $645,901 - $721,414	-6,840 Reduced 8.33%	75,299 $7.65 Billion
Q3 2024 Mar 25, 2025	SELL	$84.77 - $97.13 $332,128 - $380,555	-3,918 Reduced 4.55%	82,139 $7.86 Billion
Q2 2024 Mar 25, 2025	SELL	$79.31 - $93.31 $84,861 - $99,841	-1,070 Reduced 1.23%	86,057 $7.96 Billion
Q1 2024 Mar 25, 2025	SELL	$72.87 - $85.14 $92,544 - $108,127	-1,270 Reduced 1.44%	87,127 $7.36 Billion
Q4 2023 Mar 25, 2025	BUY	$65.78 - $75.4 $5.81 Million - $6.67 Million	88,397 New	88,397 $6.64 Billion

Others Institutions Holding IVW

# of Institutions

2,025

Shares Held

429M

Call Options Held

183K

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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Higgins & Schmidt Wealth Strategies LLC Ishares S&P 500 Growth ETF Transaction History