Quotient Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History

Quotient Wealth Partners, LLC

$3.65 Trillion
Q3 2025

A detailed history of Quotient Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 50,458 shares of IVW stock, worth $6.11 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

50,458

Previous 50,981 1.03%

Holding current value

$6.11 Million

Previous $5.61 Billion 8.52%

% of portfolio

0.17%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	SELL	$108.97 - $121.65 $56,991 - $63,622	-523 Reduced 1.03%	50,458 $6.09 Billion
Q2 2025 Jul 29, 2025	SELL	$82.96 - $110.1 $38,659 - $51,306	-466 Reduced 0.91%	50,981 $5.61 Billion
Q1 2025 Apr 30, 2025	SELL	$92.45 - $106.69 $28,844 - $33,287	-312 Reduced 0.6%	51,447 $4.78 Billion
Q4 2024 Jan 28, 2025	SELL	$94.43 - $105.47 $581,688 - $649,695	-6,160 Reduced 10.64%	51,759 $5.26 Billion
Q3 2024 Oct 09, 2024	BUY	$84.77 - $97.13 $259,226 - $297,023	3,058 Added 5.57%	57,919 $5.55 Billion

Q2 2024 Jul 24, 2024	SELL	$79.31 - $93.31 $551,125 - $648,411	-6,949 Reduced 11.24%	54,861 $5.08 Billion
Q1 2024 May 14, 2024	SELL	$72.87 - $85.14 $764,333 - $893,033	-10,489 Reduced 14.51%	61,810 $5.22 Billion
Q4 2023 Feb 07, 2024	BUY	$65.78 - $75.4 $4.76 Million - $5.45 Million	72,299 New	72,299 $5.43 Billion

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

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 Quotient Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quotient Wealth Partners, LLC with notifications on news.

Account

Quotient Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History