Omni 360 Wealth, Inc. Ishares S&P 500 Growth ETF Transaction History

Omni 360 Wealth, Inc.

$203 Billion
Q2 2025

A detailed history of Omni 360 Wealth, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 23,729 shares of IVW stock, worth $2.7 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

23,729

Previous 22,788 4.13%

Holding current value

$2.7 Million

Previous $2.12 Billion 23.5%

% of portfolio

1.29%

Previous 1.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$82.96 - $110.1 $78,065 - $103,604	941 Added 4.13%	23,729 $2.61 Billion
Q1 2025 Apr 30, 2025	BUY	$92.45 - $106.69 $15,993 - $18,457	173 Added 0.76%	22,788 $2.12 Billion
Q4 2024 Feb 14, 2025	BUY	$94.43 - $105.47 $207,273 - $231,506	2,195 Added 10.75%	22,615 $2.3 Billion
Q3 2024 Oct 24, 2024	BUY	$84.77 - $97.13 $228,200 - $261,473	2,692 Added 15.19%	20,420 $1.96 Billion
Q2 2024 Jul 19, 2024	BUY	$79.31 - $93.31 $938,792 - $1.1 Million	11,837 Added 200.93%	17,728 $1.64 Billion
Q1 2024 Apr 19, 2024	SELL	$72.87 - $85.14 $154,848 - $180,922	-2,125 Reduced 26.51%	5,891 $497 Million
Q4 2023 Feb 08, 2024	BUY	$65.78 - $75.4 $527,292 - $604,406	8,016 New	8,016 $602 Million

Others Institutions Holding IVW

# of Institutions

2,060

Shares Held

421M

Call Options Held

196K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Omni 360 Wealth, Inc. Ishares S&P 500 Growth ETF Transaction History