Oregon Pacific Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Oregon Pacific Wealth Management, LLC

  • $106 Billion
  • Q2 2025

A detailed history of Oregon Pacific Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 2,638 shares of IVW stock, worth $321,836. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,638
Previous 2,590 1.85%
Holding current value
$321,836
Previous $240 Million 20.8%
% of portfolio
0.27%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$82.96 - $110.1 $3,982 - $5,284
48 Added 1.85%
2,638 $290 Million
Q1 2025

Apr 28, 2025
BUY
$92.45 - $106.69 $239,445 - $276,327
2,590 New
2,590 $240 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

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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