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

Independent Solutions Wealth Management, LLC

$563 Billion
Q3 2025

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 175,530 shares of IVW stock, worth $21.2 Million. This represents 3.76% of its overall portfolio holdings.

Number of Shares

175,530

Previous 171,496 2.35%

Holding current value

$21.2 Million

Previous $18.9 Billion 12.22%

% of portfolio

3.76%

Previous 3.69%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$108.97 - $121.65 $439,584 - $490,736	4,034 Added 2.35%	175,530 $21.2 Billion
Q2 2025 Jul 23, 2025	BUY	$82.96 - $110.1 $106,852 - $141,808	1,288 Added 0.76%	171,496 $18.9 Billion
Q1 2025 Apr 23, 2025	BUY	$92.45 - $106.69 $418,613 - $483,092	4,528 Added 2.73%	170,208 $15.8 Billion
Q4 2024 Feb 11, 2025	SELL	$94.43 - $105.47 $1.55 Million - $1.73 Million	-16,427 Reduced 9.02%	165,680 $16.8 Billion
Q3 2024 Dec 19, 2024	SELL	$84.77 - $97.13 $1.52 Million - $1.75 Million	-17,969 Reduced 8.98%	182,107 $17.4 Billion

Q2 2024 Dec 19, 2024	BUY	$79.31 - $93.31 $73,916 - $86,964	932 Added 0.47%	200,076 $18.5 Billion
Q1 2024 Dec 19, 2024	SELL	$72.87 - $85.14 $923,554 - $1.08 Million	-12,674 Reduced 5.98%	199,144 $16.8 Billion
Q4 2023 Dec 19, 2024	SELL	$65.78 - $75.4 $171,028 - $196,040	-2,600 Reduced 1.21%	211,818 $15.9 Billion
Q3 2023 Dec 19, 2024	BUY	$68.05 - $72.66 $552,497 - $589,926	8,119 Added 3.94%	214,418 $14.7 Billion
Q2 2023 Dec 19, 2024	SELL	$63.21 - $70.48 $63,526 - $70,832	-1,005 Reduced 0.48%	206,299 $14.5 Billion
Q1 2023 Dec 19, 2024	SELL	$57.25 - $63.89 $399,318 - $445,632	-6,975 Reduced 3.26%	207,304 $13.2 Billion
Q4 2022 Dec 19, 2024	BUY	$56.73 - $63.56 $633,050 - $709,266	11,159 Added 5.49%	214,279 $12.5 Billion
Q3 2022 Dec 19, 2024	SELL	$57.85 - $71.43 $264,085 - $326,077	-4,565 Reduced 2.2%	203,120 $11.8 Billion
Q2 2022 Dec 19, 2024	SELL	$58.13 - $77.8 $2.04 Million - $2.73 Million	-35,081 Reduced 14.45%	207,685 $12.5 Billion
Q1 2022 Dec 19, 2024	SELL	$68.33 - $84.32 $90,127 - $111,218	-1,319 Reduced 0.54%	242,766 $18.5 Billion
Q4 2021 Dec 19, 2024	SELL	$73.18 - $84.81 $1.25 Million - $1.45 Million	-17,046 Reduced 6.53%	244,085 $20.4 Billion
Q3 2021 Dec 19, 2024	SELL	$72.99 - $79.0 $3.9 Million - $4.22 Million	-53,416 Reduced 16.98%	261,131 $19.3 Billion
Q2 2021 Dec 19, 2024	SELL	$65.96 - $72.81 $640,405 - $706,912	-9,709 Reduced 2.99%	314,547 $22.9 Billion
Q1 2021 Dec 19, 2024	BUY	$61.43 - $67.25 $3.09 Million - $3.38 Million	50,293 Added 18.36%	324,256 $21.1 Billion
Q4 2020 Dec 19, 2024	BUY	$56.17 - $63.82 $11.7 Million - $13.3 Million	208,834 Added 320.65%	273,963 $17.5 Billion
Q3 2020 Dec 19, 2024	SELL	$52.42 - $62.43 $393,936 - $469,161	-7,515 Reduced 10.34%	65,129 $15.1 Billion
Q2 2020 Dec 19, 2024	SELL	$39.5 - $52.48 $252,602 - $335,609	-6,395 Reduced 8.09%	72,644 $15.1 Billion
Q1 2020 Dec 19, 2024	SELL	$36.14 - $52.65 $23,816 - $34,696	-659 Reduced 0.83%	79,039 $13 Billion
Q4 2019 Dec 13, 2024	BUY	$43.72 - $48.62 $3.48 Million - $3.87 Million	79,698 New	79,698 $15.4 Billion

Others Institutions Holding IVW

# of Institutions

2,174

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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