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 $15.7 Million. This represents 12.22% of its overall portfolio holdings.

Number of Shares

143,358

Previous 139,298 2.91%

Holding current value

$15.7 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

2,029

Shares Held

427M

Call Options Held

203K

Put Options Held

136K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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