Seven Bridge Financial Group, LLC Ishares S&P 500 Growth ETF Transaction History

Seven Bridge Financial Group, LLC

$478 Million
Q1 2025

A detailed history of Seven Bridge Financial Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Seven Bridge Financial Group, LLC holds 2,128 shares of IVW stock, worth $222,610. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,128

Previous 2,324 8.43%

Holding current value

$222,610

Previous $235,000 16.17%

% of portfolio

0.04%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$92.45 - $106.69 $18,120 - $20,911	-196 Reduced 8.43%	2,128 $197,000
Q4 2024 Feb 12, 2025	BUY	$94.43 - $105.47 $18,508 - $20,672	196 Added 9.21%	2,324 $235,000
Q3 2024 Nov 12, 2024	BUY	$84.77 - $97.13 $180,390 - $206,692	2,128 New	2,128 $203,000
Q1 2022 Apr 15, 2022	SELL	$68.33 - $84.32 $182,577 - $225,303	-2,672 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$73.18 - $84.81 $195,536 - $226,612	2,672 New	2,672 $224,000
Q3 2019 Oct 09, 2019	SELL	$43.49 - $46.27 $5,914 - $6,292	-136 Closed	0 $0
Q1 2018 May 11, 2018	SELL	$37.4 - $41.49 $2,917 - $3,236	-78 Reduced 36.45%	136 $21,000
Q4 2017 Feb 20, 2018	BUY	$35.95 - $38.73 $7,693 - $8,288	214	214 $33,000

Others Institutions Holding IVW

# of Institutions

2,029

Shares Held

427M

Call Options Held

203K

Put Options Held

136K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Seven Bridge Financial Group, LLC Ishares S&P 500 Growth ETF Transaction History