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

Schrum Private Wealth Management LLC

$124 Million
Q2 2025

A detailed history of Schrum Private Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 3,237 shares of IVW stock, worth $371,381. This represents 0.29% of its overall portfolio holdings.

Number of Shares

3,237

Previous 2,932 10.4%

Holding current value

$371,381

Previous $272,000 30.88%

% of portfolio

0.29%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$82.96 - $110.1 $25,302 - $33,580	305 Added 10.4%	3,237 $356,000
Q1 2025 May 02, 2025	SELL	$92.45 - $106.69 $11,094 - $12,802	-120 Reduced 3.93%	2,932 $272,000
Q4 2024 Feb 06, 2025	SELL	$94.43 - $105.47 $265,348 - $296,370	-2,810 Reduced 47.94%	3,052 $309,000
Q3 2024 Nov 05, 2024	BUY	$84.77 - $97.13 $279,571 - $320,334	3,298 Added 128.63%	5,862 $561,000
Q1 2024 May 02, 2024	BUY	$72.87 - $85.14 $186,838 - $218,298	2,564 New	2,564 $216,000
Q1 2022 May 05, 2022	SELL	$68.33 - $84.32 $163,992 - $202,367	-2,400 Closed	0 $0
Q4 2021 Mar 11, 2022	BUY	$73.18 - $84.81 $175,632 - $203,544	2,400 New	2,400 $201,000

Others Institutions Holding IVW

# of Institutions

2,069

Shares Held

420M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Schrum Private Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schrum Private Wealth Management LLC with notifications on news.

Account

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