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

Icon Wealth Advisors, LLC

$1.33 Billion
Q2 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 423,504 shares of IVW stock, worth $50.7 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares

423,504

Previous 423,915 0.1%

Holding current value

$50.7 Million

Previous $39.4 Million 18.49%

% of portfolio

3.5%

Previous 3.33%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$82.96 - $110.1 $34,096 - $45,251	-411 Reduced 0.1%	423,504 $46.6 Million
Q1 2025 May 15, 2025	BUY	$92.45 - $106.69 $3.33 Million - $3.84 Million	35,970 Added 9.27%	423,915 $39.4 Million
Q4 2024 Feb 14, 2025	SELL	$94.43 - $105.47 $2.08 Million - $2.32 Million	-21,989 Reduced 5.36%	387,945 $39.4 Million
Q3 2024 Nov 14, 2024	BUY	$84.77 - $97.13 $34.5 Million - $39.5 Million	406,769 Added 12852.1%	409,934 $39.3 Million
Q3 2024 Nov 12, 2024	SELL	$84.77 - $97.13 $36.4 Million - $41.7 Million	-429,677 Reduced 99.27%	3,165 $303,000
Q2 2024 Aug 14, 2024	BUY	$79.31 - $93.31 $13.2 Million - $15.5 Million	166,600 Added 62.57%	432,842 $40.1 Million
Q1 2024 May 15, 2024	BUY	$72.87 - $85.14 $10.9 Million - $12.7 Million	149,486 Added 128.03%	266,242 $22.5 Million
Q4 2023 Feb 14, 2024	BUY	$65.78 - $75.4 $7.28 Million - $8.35 Million	110,697 Added 1826.98%	116,756 $8.77 Million
Q3 2022 Jan 25, 2023	BUY	$57.85 - $71.43 $350,513 - $432,794	6,059 New	6,059 $351,000

Others Institutions Holding IVW

# of Institutions

2,137

Shares Held

423M

Call Options Held

246K

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