High Net Worth Advisory Group LLC Ishares S&P 500 Growth ETF Transaction History

High Net Worth Advisory Group LLC

$340 Million
Q1 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 3,800 shares of IVW stock, worth $399,380. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,800

Previous 4,000 5.0%

Holding current value

$399,380

Previous $406,000 13.55%

% of portfolio

0.1%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$92.45 - $106.69 $18,490 - $21,338	-200 Reduced 5.0%	3,800 $351,000
Q4 2024 Jan 21, 2025	SELL	$94.43 - $105.47 $1,322 - $1,476	-14 Reduced 0.35%	4,000 $406,000
Q3 2024 Oct 11, 2024	BUY	$84.77 - $97.13 $1,186 - $1,359	14 Added 0.35%	4,014 $384,000
Q4 2022 Feb 14, 2023	SELL	$56.73 - $63.56 $3,347 - $3,750	-59 Reduced 1.45%	4,000 $234,000
Q3 2022 Oct 24, 2022	BUY	$57.85 - $71.43 $3,413 - $4,214	59 Added 1.48%	4,059 $235,000
Q4 2021 Apr 27, 2022	BUY	$73.18 - $84.81 $292,720 - $339,240	4,000 New	4,000 $320,000

Others Institutions Holding IVW

# of Institutions

2,027

Shares Held

427M

Call Options Held

203K

Put Options Held

136K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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High Net Worth Advisory Group LLC Ishares S&P 500 Growth ETF Transaction History