Sgl Investment Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History

Sgl Investment Advisors, Inc.

$210 Billion
Q2 2025

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 $6.16 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares

51,407

Previous 49,855 3.11%

Holding current value

$6.16 Million

Previous $4.84 Billion 16.61%

% of portfolio

2.69%

Previous 2.5%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# 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

Track This Portfolio

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.

Account

Sgl Investment Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History