Independent Wealth Network Inc. Ishares S&P 500 Growth ETF Transaction History

Independent Wealth Network Inc.

$291 Million
Q3 2025

A detailed history of Independent Wealth Network Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 3,342 shares of IVW stock, worth $402,376. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,342

Previous 3,441 2.88%

Holding current value

$402,376

Previous $378,000 6.61%

% of portfolio

0.14%

Previous 0.15%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$108.97 - $121.65 $10,788 - $12,043	-99 Reduced 2.88%	3,342 $403,000
Q2 2025 Jul 16, 2025	BUY	$82.96 - $110.1 $1,078 - $1,431	13 Added 0.38%	3,441 $378,000
Q1 2025 May 02, 2025	BUY	$92.45 - $106.69 $95,500 - $110,210	1,033 Added 43.13%	3,428 $318,000
Q4 2024 Jan 17, 2025	SELL	$94.43 - $105.47 $81,304 - $90,809	-861 Reduced 26.44%	2,395 $243,000
Q3 2024 Oct 15, 2024	SELL	$84.77 - $97.13 $3,390 - $3,885	-40 Reduced 1.21%	3,256 $311,000
Q2 2024 Jul 18, 2024	SELL	$79.31 - $93.31 $1,506 - $1,772	-19 Reduced 0.57%	3,296 $305,000
Q1 2024 May 20, 2024	BUY	$72.87 - $85.14 $241,564 - $282,239	3,315 New	3,315 $279,000
Q4 2023 Jan 12, 2024	BUY	$65.78 - $75.4 $2,696 - $3,091	41 Added 1.25%	3,313 $248,000
Q3 2023 Oct 11, 2023	BUY	$68.05 - $72.66 $2,381 - $2,543	35 Added 1.08%	3,272 $223,000
Q2 2023 Jul 12, 2023	BUY	$63.21 - $70.48 $2,654 - $2,960	42 Added 1.31%	3,237 $228,000
Q1 2023 Apr 18, 2023	BUY	$57.25 - $63.89 $182,913 - $204,128	3,195 New	3,195 $204,000
Q2 2022 Jul 26, 2022	SELL	$58.13 - $77.8 $292,800 - $391,878	-5,037 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$68.33 - $84.32 $62,795 - $77,490	919 Added 22.32%	5,037 $385,000
Q4 2021 Feb 10, 2022	SELL	$73.18 - $84.81 $983,905 - $1.14 Million	-13,445 Reduced 76.55%	4,118 $345,000
Q3 2021 Nov 04, 2021	BUY	$72.99 - $79.0 $1.28 Million - $1.39 Million	17,563 New	17,563 $1.43 Million

Others Institutions Holding IVW

# of Institutions

2,099

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

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Independent Wealth Network Inc. Ishares S&P 500 Growth ETF Transaction History