Private Wealth Management Group, LLC Ishares S&P 500 Growth ETF Transaction History

Private Wealth Management Group, LLC

$301 Billion
Q2 2025

A detailed history of Private Wealth Management Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 9,764 shares of IVW stock, worth $1.15 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

9,764

Previous 9,764 -0.0%

Holding current value

$1.15 Million

Previous $906 Million 18.6%

% of portfolio

0.36%

Previous 0.33%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$92.45 - $106.69 $46,225 - $53,345	-500 Reduced 4.87%	9,764 $906 Million
Q2 2024 Aug 13, 2024	SELL	$79.31 - $93.31 $59,482 - $69,982	-750 Reduced 6.81%	10,264 $950 Million
Q1 2024 Apr 30, 2024	SELL	$72.87 - $85.14 $63,032 - $73,646	-865 Reduced 7.28%	11,014 $930 Million
Q4 2023 Feb 08, 2024	BUY	$65.78 - $75.4 $781,400 - $895,676	11,879 New	11,879 $892 Million

Others Institutions Holding IVW

# of Institutions

2,097

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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Private Wealth Management Group, LLC Ishares S&P 500 Growth ETF Transaction History