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

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 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 87 shares of IVW stock, worth $10,419. This represents 0.01% of its overall portfolio holdings.

Number of Shares
87
Previous 86 1.16%
Holding current value
$10,419
Previous $8 Million 18.74%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$82.96 - $110.1 $82 - $110
1 Added 1.16%
87 $9.5 Million
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
2,101
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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