Mosaic Advisors LLC Ishares S&P 500 Growth ETF Transaction History

Mosaic Advisors LLC

  • $64.3 Million
  • Q1 2025

A detailed history of Mosaic Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Mosaic Advisors LLC holds 4,912 shares of IVW stock, worth $516,251. This represents 0.71% of its overall portfolio holdings.

Number of Shares
4,912
Previous 2,713 81.05%
Holding current value
$516,251
Previous $275,000 65.45%
% of portfolio
0.71%
Previous 0.33%

Shares

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

May 05, 2025
BUY
$92.45 - $106.69 $203,297 - $234,611
2,199 Added 81.05%
4,912 $455,000
Q4 2024

Feb 11, 2025
BUY
$94.43 - $105.47 $256,188 - $286,140
2,713 New
2,713 $275,000

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
Track This Portfolio

Track Mosaic Advisors LLC Portfolio

Follow Mosaic Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email