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 24,374 shares of IVW stock, worth $2.95 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
24,374
Previous 23,729 2.72%
Holding current value
$2.95 Million
Previous $2.61 Billion 12.62%
% of portfolio
1.65%
Previous 1.29%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

BUY
$108.97 - $121.65 $70,285 - $78,464
645 Added 2.72%
24,374 $2.94 Billion
Q2 2025

Oct 27, 2025

BUY
$82.96 - $110.1 $78,065 - $103,604
941 Added 4.13%
23,729 $2.61 Billion
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

Oct 27, 2025

BUY
$92.45 - $106.69 $15,993 - $18,457
173 Added 0.76%
22,788 $2.12 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

Oct 27, 2025

BUY
$94.43 - $105.47 $207,273 - $231,506
2,195 Added 10.75%
22,615 $2.3 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 27, 2025

BUY
$84.77 - $97.13 $228,200 - $261,473
2,692 Added 15.19%
20,420 $1.96 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

Oct 27, 2025

BUY
$79.31 - $93.31 $938,792 - $1.1 Million
11,837 Added 200.93%
17,728 $1.64 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

Oct 27, 2025

SELL
$72.87 - $85.14 $154,848 - $180,922
-2,125 Reduced 26.51%
5,891 $497 Million
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

Oct 27, 2025

SELL
$65.78 - $75.4 $1.08 Million - $1.23 Million
-16,358 Reduced 67.11%
8,016 $602 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

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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