Oak Wealth Advisors LLC Ishares S&P 500 Growth ETF Transaction History

Oak Wealth Advisors LLC

  • $156 Billion
  • Q2 2025

A detailed history of Oak Wealth Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 5,176 shares of IVW stock, worth $593,842. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,176
Previous 5,176 -0.0%
Holding current value
$593,842
Previous $480 Million 18.6%
% of portfolio
0.37%
Previous 0.36%

Shares

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

Apr 23, 2025
SELL
$92.45 - $106.69 $38,274 - $44,169
-414 Reduced 7.41%
5,176 $480 Million
Q4 2024

Feb 14, 2025
BUY
$94.43 - $105.47 $527,863 - $589,577
5,590 New
5,590 $568 Million

Others Institutions Holding IVW

# of Institutions
2,069
Shares Held
419M
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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