Marshall & Sterling Wealth Advisors Inc. Ishares S&P 500 Growth ETF Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 86 shares of IVW stock, worth $9,038. This represents 0.01% of its overall portfolio holdings.

Number of Shares
86
Previous 87 1.15%
Holding current value
$9,038
Previous $8.74 Million 8.46%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$92.45 - $106.69 $92 - $106
-1 Reduced 1.15%
86 $8 Million
Q4 2024

Feb 14, 2025
BUY
$94.43 - $105.47 $8,215 - $9,175
87 New
87 $8.74 Million

Others Institutions Holding IVW

# of Institutions
2,027
Shares Held
427M
Call Options Held
203K
Put Options Held
136K
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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