Ritholtz Wealth Management Ishares S&P 500 Growth ETF Transaction History

Ritholtz Wealth Management

$4.45 Billion
Q2 2025

A detailed history of Ritholtz Wealth Management transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Ritholtz Wealth Management holds 5,807 shares of IVW stock, worth $662,114. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,807

Previous 5,322 9.11%

Holding current value

$662,114

Previous $494,000 29.35%

% of portfolio

0.01%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$82.96 - $110.1 $40,235 - $53,398	485 Added 9.11%	5,807 $639,000
Q4 2024 Jan 14, 2025	SELL	$94.43 - $105.47 $4,343 - $4,851	-46 Reduced 0.86%	5,322 $540,000
Q3 2024 Oct 10, 2024	SELL	$84.77 - $97.13 $6,866 - $7,867	-81 Reduced 1.49%	5,368 $513,000
Q2 2024 Jul 31, 2024	BUY	$79.31 - $93.31 $114,285 - $134,459	1,441 Added 35.95%	5,449 $504,000
Q1 2024 Apr 24, 2024	SELL	$72.87 - $85.14 $18,581 - $21,710	-255 Reduced 5.98%	4,008 $338,000
Q4 2023 Jan 18, 2024	BUY	$65.78 - $75.4 $131 - $150	2 Added 0.05%	4,263 $320,000
Q3 2023 Oct 13, 2023	BUY	$68.05 - $72.66 $17,216 - $18,382	253 Added 6.31%	4,261 $291,000
Q1 2023 Apr 19, 2023	SELL	$57.25 - $63.89 $2,290 - $2,555	-40 Reduced 0.99%	4,008 $256,000
Q4 2022 Jan 18, 2023	SELL	$56.73 - $63.56 $343,783 - $385,173	-6,060 Reduced 59.95%	4,048 $0
Q3 2022 Oct 18, 2022	BUY	$57.85 - $71.43 $341,777 - $422,008	5,908 Added 140.67%	10,108 $585,000
Q2 2022 Jul 15, 2022	SELL	$58.13 - $77.8 $29,065 - $38,900	-500 Reduced 10.64%	4,200 $253,000
Q4 2021 Jan 18, 2022	SELL	$73.18 - $84.81 $15,001 - $17,386	-205 Reduced 4.18%	4,700 $393,000
Q3 2021 Oct 14, 2021	BUY	$72.99 - $79.0 $9,123 - $9,875	125 Added 2.62%	4,905 $363,000
Q2 2021 Jul 20, 2021	BUY	$65.96 - $72.81 $51,448 - $56,791	780 Added 19.5%	4,780 $348,000
Q1 2021 May 12, 2021	BUY	$61.43 - $67.25 $245,720 - $269,000	4,000 New	4,000 $260,000

Others Institutions Holding IVW

# of Institutions

2,070

Shares Held

421M

Call Options Held

196K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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Ritholtz Wealth Management Ishares S&P 500 Growth ETF Transaction History