Sax Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 18,003 shares of IVW stock, worth $2.05 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

18,003

Previous 7,431 142.27%

Holding current value

$2.05 Million

Previous $689,000 187.66%

% of portfolio

0.12%

Previous 0.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$82.96 - $110.1 $877,053 - $1.16 Million	10,572 Added 142.27%	18,003 $1.98 Million
Q1 2025 May 14, 2025	BUY	$92.45 - $106.69 $151,618 - $174,971	1,640 Added 28.32%	7,431 $689,000
Q4 2024 Jan 15, 2025	BUY	$94.43 - $105.47 $566 - $632	6 Added 0.1%	5,791 $587,000
Q3 2024 Oct 17, 2024	BUY	$84.77 - $97.13 $508 - $582	6 Added 0.1%	5,785 $553,000
Q2 2024 Jul 12, 2024	BUY	$79.31 - $93.31 $317 - $373	4 Added 0.07%	5,779 $534,000
Q1 2024 May 13, 2024	BUY	$72.87 - $85.14 $291 - $340	4 Added 0.07%	5,775 $487,000
Q4 2023 Feb 14, 2024	BUY	$65.78 - $75.4 $1,710 - $1,960	26 Added 0.45%	5,771 $433,000
Q2 2023 Aug 10, 2023	BUY	$63.21 - $70.48 $29,392 - $32,773	465 Added 8.81%	5,745 $404,000
Q1 2023 May 05, 2023	BUY	$57.25 - $63.89 $744 - $830	13 Added 0.25%	5,280 $337,000
Q4 2022 Feb 06, 2023	BUY	$56.73 - $63.56 $8,509 - $9,534	150 Added 2.93%	5,267 $308,000
Q3 2022 Nov 08, 2022	BUY	$57.85 - $71.43 $57 - $71	1 Added 0.02%	5,117 $296,000
Q2 2022 Aug 11, 2022	BUY	$58.13 - $77.8 $406 - $544	7 Added 0.14%	5,116 $309,000
Q1 2022 Apr 20, 2022	BUY	$68.33 - $84.32 $478 - $590	7 Added 0.14%	5,109 $390,000
Q4 2021 Feb 07, 2022	SELL	$73.18 - $84.81 $340,506 - $394,620	-4,653 Reduced 47.7%	5,102 $427,000
Q2 2021 Aug 12, 2021	BUY	$65.96 - $72.81 $725 - $800	11 Added 0.11%	9,755 $709,000
Q4 2020 Feb 16, 2021	BUY	$56.17 - $63.82 $547,320 - $621,862	9,744 New	9,744 $622,000

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

More about IVW

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Sax Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History