Orba Wealth Advisors, L.L.C. Ishares S&P 500 Growth ETF Transaction History

Orba Wealth Advisors, L.L.C.

$121 Billion
Q3 2025

A detailed history of Orba Wealth Advisors, L.L.C. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 5,478 shares of IVW stock, worth $663,057. This represents 0.54% of its overall portfolio holdings.

Number of Shares

5,478

Previous 5,478 -0.0%

Holding current value

$663,057

Previous $603 Million 9.65%

% of portfolio

0.54%

Previous 0.55%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$82.96 - $110.1 $40,650 - $53,949	-490 Reduced 8.21%	5,478 $603 Million
Q3 2024 Oct 09, 2024	SELL	$84.77 - $97.13 $38,316 - $43,902	-452 Reduced 7.04%	5,968 $571 Million
Q2 2024 Jul 16, 2024	BUY	$79.31 - $93.31 $65,034 - $76,514	820 Added 14.64%	6,420 $594 Million
Q1 2024 Apr 30, 2024	SELL	$72.87 - $85.14 $29,148 - $34,056	-400 Reduced 6.67%	5,600 $473 Million
Q4 2023 Feb 12, 2024	BUY	$65.78 - $75.4 $394,680 - $452,400	6,000 New	6,000 $451 Million

Others Institutions Holding IVW

# of Institutions

2,175

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Orba Wealth Advisors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Orba Wealth Advisors, L.L.C. with notifications on news.

Account

Orba Wealth Advisors, L.L.C. Ishares S&P 500 Growth ETF Transaction History