Institute For Wealth Management, Llc. Ishares S&P 500 Growth ETF Transaction History

Institute For Wealth Management, Llc.

$874 Million
Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 24,248 shares of IVW stock, worth $2.76 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

24,248

Previous 26,702 9.19%

Holding current value

$2.76 Million

Previous $2.48 Million 7.71%

% of portfolio

0.31%

Previous 0.32%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$82.96 - $110.1 $203,583 - $270,185	-2,454 Reduced 9.19%	24,248 $2.67 Million
Q1 2025 Apr 21, 2025	BUY	$92.45 - $106.69 $17,750 - $20,484	192 Added 0.72%	26,702 $2.48 Million
Q4 2024 Jan 23, 2025	SELL	$94.43 - $105.47 $55,147 - $61,594	-584 Reduced 2.16%	26,510 $2.69 Million
Q3 2024 Nov 12, 2024	BUY	$84.77 - $97.13 $67,307 - $77,121	794 Added 3.02%	27,094 $2.59 Million
Q2 2024 Jul 25, 2024	SELL	$79.31 - $93.31 $157,588 - $185,406	-1,987 Reduced 7.02%	26,300 $2.43 Million
Q1 2024 Apr 30, 2024	SELL	$72.87 - $85.14 $92,544 - $108,127	-1,270 Reduced 4.3%	28,287 $2.39 Million
Q4 2023 Jan 31, 2024	BUY	$65.78 - $75.4 $195,037 - $223,561	2,965 Added 11.15%	29,557 $2.22 Million
Q3 2023 Oct 13, 2023	BUY	$68.05 - $72.66 $185,436 - $197,998	2,725 Added 11.42%	26,592 $1.82 Million
Q2 2023 Jul 25, 2023	SELL	$63.21 - $70.48 $120,541 - $134,405	-1,907 Reduced 7.4%	23,867 $1.68 Million
Q1 2023 Apr 20, 2023	SELL	$57.25 - $63.89 $44,998 - $50,217	-786 Reduced 2.96%	25,774 $1.65 Million
Q4 2022 Feb 02, 2023	SELL	$56.73 - $63.56 $122,706 - $137,480	-2,163 Reduced 7.53%	26,560 $1.55 Million
Q3 2022 Oct 18, 2022	SELL	$57.85 - $71.43 $25,569 - $31,572	-442 Reduced 1.52%	28,723 $1.66 Million
Q2 2022 Jul 25, 2022	BUY	$58.13 - $77.8 $76,208 - $101,995	1,311 Added 4.71%	29,165 $1.76 Million
Q1 2022 Apr 29, 2022	SELL	$68.33 - $84.32 $68,398 - $84,404	-1,001 Reduced 3.47%	27,854 $2.13 Million
Q4 2021 Jan 21, 2022	BUY	$73.18 - $84.81 $181,266 - $210,074	2,477 Added 9.39%	28,855 $2.41 Million
Q3 2021 Nov 15, 2021	SELL	$72.99 - $79.0 $223,714 - $242,135	-3,065 Reduced 10.41%	26,378 $1.95 Million
Q2 2021 Jul 21, 2021	SELL	$65.96 - $72.81 $25,130 - $27,740	-381 Reduced 1.28%	29,443 $2.14 Million
Q1 2021 May 04, 2021	BUY	$61.43 - $67.25 $33,663 - $36,853	548 Added 1.87%	29,824 $1.94 Million
Q4 2020 Feb 01, 2021	BUY	$56.17 - $63.82 $1.21 Million - $1.38 Million	21,552 Added 279.03%	29,276 $1.87 Million
Q3 2020 Nov 03, 2020	BUY	$52.42 - $62.43 $8,963 - $10,675	171 Added 2.26%	7,724 $1.79 Million
Q2 2020 Jul 30, 2020	BUY	$39.5 - $52.48 $298,343 - $396,381	7,553 New	7,553 $1.57 Million
Q1 2020 Apr 29, 2020	SELL	$36.14 - $52.65 $49,222 - $71,709	-1,362 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$43.72 - $48.62 $48,004 - $53,384	1,098 Added 415.91%	1,362 $264,000
Q4 2019 Jan 27, 2020	SELL	$43.72 - $48.62 $556,249 - $618,592	-12,723 Reduced 97.97%	264 $264,000
Q3 2019 Oct 28, 2019	BUY	$43.49 - $46.27 $564,804 - $600,908	12,987 New	12,987 $2.34 Million
Q3 2018 Oct 29, 2018	SELL	$40.58 - $44.29 $625,175 - $682,331	-15,406 Closed	0 $0
Q2 2018 Aug 10, 2018	SELL	$37.83 - $42.01 $21,714 - $24,113	-574 Reduced 3.59%	15,406 $2.51 Million
Q1 2018 May 15, 2018	BUY	$37.4 - $41.49 $278,891 - $309,390	7,457 Added 87.49%	15,980 $2.5 Million
Q4 2017 Feb 12, 2018	SELL	$35.95 - $38.73 $268,258 - $289,003	-7,462 Reduced 46.68%	8,523 $1.31 Million
Q3 2017 Nov 14, 2017	BUY	$35.46 - $35.85 $184,321 - $186,348	5,198 Added 48.19%	15,985 $2.29 Million
Q2 2017 Aug 14, 2017	BUY	N/A	10,787	10,787 $1.48 Million

Others Institutions Holding IVW

# of Institutions

2,070

Shares Held

421M

Call Options Held

196K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

Institute For Wealth Management, Llc. Ishares S&P 500 Growth ETF Transaction History