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

Orba Wealth Advisors, L.L.C.

$110 Billion
Q2 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 $663,166. This represents 0.55% of its overall portfolio holdings.

Number of Shares

5,478

Previous 5,968 8.21%

Holding current value

$663,166

Previous $554 Million 8.87%

% of portfolio

0.55%

Previous 0.28%

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

2,094

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