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

Opal Wealth Advisors, LLC

$348 Million
Q2 2025

A detailed history of Opal Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 6,218 shares of IVW stock, worth $752,253. This represents 0.2% of its overall portfolio holdings.

Number of Shares

6,218

Previous 848 633.25%

Holding current value

$752,253

Previous $78,000 776.92%

% of portfolio

0.2%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$82.96 - $110.1 $445,495 - $591,237	5,370 Added 633.25%	6,218 $684,000
Q1 2025 Apr 16, 2025	SELL	$92.45 - $106.69 $504,037 - $581,673	-5,452 Reduced 86.54%	848 $78,000
Q4 2024 Jan 28, 2025	BUY	$94.43 - $105.47 $594,909 - $664,461	6,300 New	6,300 $639,000
Q2 2024 Jul 12, 2024	BUY	$79.31 - $93.31 $106,196 - $124,942	1,339 New	1,339 $123,000
Q4 2022 Feb 03, 2023	BUY	$56.73 - $63.56 $408,796 - $458,013	7,206 Added 61.67%	18,890 $1.11 Million
Q3 2022 Oct 17, 2022	BUY	$57.85 - $71.43 $54,783 - $67,644	947 Added 8.82%	11,684 $676,000
Q2 2022 Aug 10, 2022	BUY	$58.13 - $77.8 $624,141 - $835,338	10,737 New	10,737 $648,000

Others Institutions Holding IVW

# of Institutions

2,095

Shares Held

424M

Call Options Held

246K

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