Segment Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Segment Wealth Management, LLC

$1.51 Billion
Q2 2025

A detailed history of Segment Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Segment Wealth Management, LLC holds 5,426 shares of IVW stock, worth $649,817. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,426

Previous 5,426 -0.0%

Holding current value

$649,817

Previous $503,000 18.69%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$92.45 - $106.69 $18,859 - $21,764	204 Added 3.91%	5,426 $503,000
Q2 2024 Jul 22, 2024	BUY	$79.31 - $93.31 $26,172 - $30,792	330 Added 6.75%	5,222 $483,000
Q1 2024 Apr 24, 2024	BUY	$72.87 - $85.14 $48,094 - $56,192	660 Added 15.6%	4,892 $413,000
Q4 2021 Jan 24, 2022	BUY	$73.18 - $84.81 $309,697 - $358,915	4,232 New	4,232 $354,000
Q4 2019 Jan 23, 2020	SELL	$43.72 - $48.62 $53,863 - $59,899	-1,232 Closed	0 $0
Q3 2019 Oct 22, 2019	BUY	$43.49 - $46.27 $53,579 - $57,004	1,232 New	1,232 $222,000

Others Institutions Holding IVW

# of Institutions

2,101

Shares Held

423M

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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Segment Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History