Joel Isaacson & Co., LLC Ishares S&P 500 Growth ETF Transaction History

Joel Isaacson & Co., LLC

$2.39 Billion
Q2 2025

A detailed history of Joel Isaacson & Co., LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 23,243 shares of IVW stock, worth $2.78 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

23,243

Previous 23,291 0.21%

Holding current value

$2.78 Million

Previous $2.16 Million 18.36%

% of portfolio

0.11%

Previous 0.1%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$82.96 - $110.1 $3,982 - $5,284	-48 Reduced 0.21%	23,243 $2.56 Million
Q1 2025 Apr 24, 2025	SELL	$92.45 - $106.69 $31,340 - $36,167	-339 Reduced 1.43%	23,291 $2.16 Million
Q4 2024 Jan 28, 2025	BUY	$94.43 - $105.47 $222,193 - $248,170	2,353 Added 11.06%	23,630 $2.4 Million
Q3 2024 Oct 23, 2024	BUY	$84.77 - $97.13 $302,289 - $346,365	3,566 Added 20.13%	21,277 $2.04 Million
Q2 2024 Jul 23, 2024	SELL	$79.31 - $93.31 $53,375 - $62,797	-673 Reduced 3.66%	17,711 $1.64 Million
Q1 2024 Apr 29, 2024	BUY	$72.87 - $85.14 $332,141 - $388,068	4,558 Added 32.97%	18,384 $1.55 Million
Q4 2023 Jan 24, 2024	BUY	$65.78 - $75.4 $175,106 - $200,714	2,662 Added 23.84%	13,826 $1.04 Million
Q3 2023 Oct 23, 2023	SELL	$68.05 - $72.66 $9,322 - $9,954	-137 Reduced 1.21%	11,164 $763,000
Q2 2023 Jul 26, 2023	BUY	$63.21 - $70.48 $45,637 - $50,886	722 Added 6.82%	11,301 $796,000
Q1 2023 Apr 24, 2023	BUY	$57.25 - $63.89 $572 - $638	10 Added 0.09%	10,579 $675,000
Q4 2022 Jan 27, 2023	SELL	$56.73 - $63.56 $5,048 - $5,656	-89 Reduced 0.84%	10,569 $0
Q3 2022 Oct 13, 2022	BUY	$57.85 - $71.43 $65,023 - $80,287	1,124 Added 11.79%	10,658 $617,000
Q2 2022 Jul 15, 2022	BUY	$58.13 - $77.8 $348 - $466	6 Added 0.06%	9,534 $575,000
Q1 2022 Apr 21, 2022	SELL	$68.33 - $84.32 $3,826 - $4,721	-56 Reduced 0.58%	9,528 $685,000
Q4 2021 Jan 19, 2022	BUY	$73.18 - $84.81 $585 - $678	8 Added 0.08%	9,584 $802,000
Q3 2021 Oct 21, 2021	BUY	$72.99 - $79.0 $18,466 - $19,987	253 Added 2.71%	9,576 $708,000
Q2 2021 Jul 20, 2021	BUY	$65.96 - $72.81 $527 - $582	8 Added 0.09%	9,323 $678,000
Q4 2020 Jan 22, 2021	BUY	$56.17 - $63.82 $392,515 - $445,974	6,988 Added 300.3%	9,315 $594,000
Q3 2020 Oct 14, 2020	BUY	$52.42 - $62.43 $15,568 - $18,541	297 Added 14.63%	2,327 $538,000
Q2 2020 Jul 21, 2020	BUY	$39.5 - $52.48 $79 - $104	2 Added 0.1%	2,030 $421,000
Q1 2020 Apr 21, 2020	SELL	$36.14 - $52.65 $20,780 - $30,273	-575 Reduced 22.09%	2,028 $335,000
Q4 2019 Jan 24, 2020	BUY	$43.72 - $48.62 $174 - $194	4 Added 0.15%	2,603 $504,000
Q3 2019 Oct 15, 2019	BUY	$43.49 - $46.27 $113,030 - $120,255	2,599 New	2,599 $468,000

Others Institutions Holding IVW

# of Institutions

2,101

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

More about IVW

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Joel Isaacson & Co., LLC Ishares S&P 500 Growth ETF Transaction History