Lee Kelleher Wealth Management Ishares S&P 500 Growth ETF Transaction History

Lee Kelleher Wealth Management

  • $162 Billion
  • Q3 2025

A detailed history of Lee Kelleher Wealth Management transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 94,045 shares of IVW stock, worth $11.3 Million. This represents 6.99% of its overall portfolio holdings.

Number of Shares
94,045
Previous 106,988 12.1%
Holding current value
$11.3 Million
Previous $11.8 Billion 3.62%
% of portfolio
6.99%
Previous 7.83%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$108.97 - $121.65 $1.41 Million - $1.57 Million
-12,943 Reduced 12.1%
94,045 $11.4 Billion
Q2 2025

Jul 14, 2025
SELL
$82.96 - $110.1 $70,764 - $93,915
-853 Reduced 0.79%
106,988 $11.8 Billion
Q1 2025

May 08, 2025
SELL
$92.45 - $106.69 $31,340 - $36,167
-339 Reduced 0.31%
107,841 $10 Billion
Q4 2024

Apr 17, 2025
BUY
$94.43 - $105.47 $10.2 Million - $11.4 Million
108,180 New
108,180 $11 Billion

Others Institutions Holding IVW

# of Institutions
2,113
Shares Held
423M
Call Options Held
246K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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