Montz Harcus Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History

Montz Harcus Wealth Management LLC

  • $205 Million
  • Q2 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 3,173 shares of IVW stock, worth $360,960. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,173
Previous 3,170 0.09%
Holding current value
$360,960
Previous $294,000 18.71%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Jul 21, 2025
BUY
$82.96 - $110.1 $248 - $330
3 Added 0.09%
3,173 $349,000
Q1 2025

Apr 21, 2025
BUY
$92.45 - $106.69 $57,966 - $66,894
627 Added 24.66%
3,170 $294,000
Q4 2024

Jan 29, 2025
BUY
$94.43 - $105.47 $283 - $316
3 Added 0.12%
2,543 $258,000
Q3 2024

Oct 24, 2024
BUY
$84.77 - $97.13 $18,903 - $21,659
223 Added 9.62%
2,540 $243,000
Q2 2024

Jul 19, 2024
BUY
$79.31 - $93.31 $183,761 - $216,199
2,317 New
2,317 $214,000

Others Institutions Holding IVW

# of Institutions
2,068
Shares Held
421M
Call Options Held
196K
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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