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 $394,914. This represents 0.29% of its overall portfolio holdings.

Number of Shares

3,237

Previous 2,932 10.4%

Holding current value

$394,914

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

2,096

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