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

Oregon Pacific Wealth Management, LLC

  • $116 Billion
  • Q3 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 2,624 shares of IVW stock, worth $317,608. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,624
Previous 2,638 0.53%
Holding current value
$317,608
Previous $290 Million 9.06%
% of portfolio
0.27%
Previous 0.27%

Shares

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

Oct 22, 2025
SELL
$108.97 - $121.65 $1,525 - $1,703
-14 Reduced 0.53%
2,624 $317 Million
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
2,176
Shares Held
420M
Call Options Held
212K
Put Options Held
158K
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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