A detailed history of Sgl Investment Advisors, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sgl Investment Advisors, Inc. holds 51,407 shares of IVW stock, worth $5.85 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
51,407
Previous 49,855 3.11%
Holding current value
$5.85 Million
Previous $4.84 Billion 16.61%
% of portfolio
2.69%
Previous 2.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025

BUY
$82.96 - $110.1 $128,753 - $170,875
1,552 Added 3.11%
51,407 $5.65 Billion
Q1 2025

May 09, 2025

BUY
$92.45 - $106.69 $989,769 - $1.14 Million
10,706 Added 27.35%
49,855 $4.84 Billion
Q4 2024

Feb 13, 2025

SELL
$94.43 - $105.47 $63,268 - $70,664
-670 Reduced 1.68%
39,149 $4.11 Billion
Q3 2024

Nov 15, 2024

BUY
$84.77 - $97.13 $3.38 Million - $3.87 Million
39,819 New
39,819 $4 Billion

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Sgl Investment Advisors, Inc. Portfolio

Follow Sgl Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sgl Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sgl Investment Advisors, Inc. with notifications on news.