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

Instrumental Wealth, LLC

$110 Billion
Q1 2025

A detailed history of Instrumental Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Instrumental Wealth, LLC holds 143,358 shares of IVW stock, worth $13.6 Million. This represents 12.22% of its overall portfolio holdings.

Number of Shares

143,358

Previous 139,298 2.91%

Holding current value

$13.6 Million

Previous $14.4 Billion 6.36%

% of portfolio

12.22%

Previous 13.63%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$92.45 - $106.69 $375,347 - $433,161	4,060 Added 2.91%	143,358 $13.5 Billion
Q4 2024 Feb 24, 2025	BUY	$94.43 - $105.47 $68,178 - $76,149	722 Added 0.52%	139,298 $14.4 Billion
Q3 2024 Oct 15, 2024	BUY	$84.77 - $97.13 $194,377 - $222,719	2,293 Added 1.68%	138,576 $13.6 Billion
Q2 2024 Jul 26, 2024	BUY	$79.31 - $93.31 $88,430 - $104,040	1,115 Added 0.82%	136,283 $12.1 Billion
Q1 2024 May 29, 2024	SELL	$72.87 - $85.14 $1.34 Million - $1.56 Million	-18,325 Reduced 11.94%	135,168 $11.9 Billion
Q4 2023 Jan 25, 2024	SELL	$65.78 - $75.4 $100,577 - $115,286	-1,529 Reduced 0.99%	153,493 $12 Billion
Q3 2023 Oct 18, 2023	SELL	$68.05 - $72.66 $678,866 - $724,856	-9,976 Reduced 6.05%	155,022 $10.9 Billion
Q2 2023 Jul 13, 2023	BUY	$63.21 - $70.48 $192,474 - $214,611	3,045 Added 1.88%	164,998 $11.6 Billion
Q1 2023 May 04, 2023	BUY	$57.25 - $63.89 $9.27 Million - $10.3 Million	161,953 New	161,953 $10.3 Billion

Others Institutions Holding IVW

# of Institutions

2,024

Shares Held

434M

Call Options Held

183K

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 Instrumental Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Instrumental Wealth, LLC with notifications on news.

Account

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