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

Lmg Wealth Partners, LLC

$487 Billion
Q2 2025

A detailed history of Lmg Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lmg Wealth Partners, LLC holds 334,529 shares of IVW stock, worth $38.4 Million. This represents 7.57% of its overall portfolio holdings.

Number of Shares

334,529

Previous 338,443 1.16%

Holding current value

$38.4 Million

Previous $31.4 Billion 17.23%

% of portfolio

7.57%

Previous 7.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$82.96 - $110.1 $324,705 - $430,931	-3,914 Reduced 1.16%	334,529 $36.8 Billion
Q1 2025 May 02, 2025	SELL	$92.45 - $106.69 $293,343 - $338,527	-3,173 Reduced 0.93%	338,443 $31.4 Billion
Q4 2024 Feb 03, 2025	BUY	$94.43 - $105.47 $105,006 - $117,282	1,112 Added 0.33%	341,616 $34.7 Billion
Q3 2024 Oct 23, 2024	SELL	$84.77 - $97.13 $816,674 - $935,750	-9,634 Reduced 2.75%	340,504 $32.6 Billion
Q2 2024 Aug 01, 2024	BUY	$79.31 - $93.31 $138,316 - $162,732	1,744 Added 0.5%	350,138 $32.4 Billion
Q1 2024 May 03, 2024	SELL	$72.87 - $85.14 $1.23 Million - $1.44 Million	-16,904 Reduced 4.63%	348,394 $29.4 Billion
Q4 2023 Jan 23, 2024	SELL	$65.78 - $75.4 $92,486 - $106,012	-1,406 Reduced 0.38%	365,298 $27.4 Billion
Q3 2023 Oct 16, 2023	BUY	$68.05 - $72.66 $392,852 - $419,466	5,773 Added 1.6%	366,704 $25.1 Billion
Q2 2023 Jul 27, 2023	BUY	$63.21 - $70.48 $144,245 - $160,835	2,282 Added 0.64%	360,931 $25.4 Billion
Q1 2023 May 02, 2023	BUY	$57.25 - $63.89 $430,405 - $480,325	7,518 Added 2.14%	358,649 $22.9 Billion
Q4 2022 Feb 14, 2023	BUY	$56.73 - $63.56 $19.9 Million - $22.3 Million	351,131 New	351,131 $21.1 Billion

Others Institutions Holding IVW

# of Institutions

2,079

Shares Held

420M

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

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