Shore Haven Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History

Shore Haven Wealth Partners, LLC

$237 Million
Q3 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 255,391 shares of IVW stock, worth $30.9 Million. This represents 13.01% of its overall portfolio holdings.

Number of Shares

255,391

Previous 250,570 1.92%

Holding current value

$30.9 Million

Previous $27.6 Million 11.76%

% of portfolio

13.01%

Previous 12.56%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$108.97 - $121.65 $525,344 - $586,474	4,821 Added 1.92%	255,391 $30.8 Million
Q2 2025 Jul 29, 2025	SELL	$82.96 - $110.1 $764,144 - $1.01 Million	-9,211 Reduced 3.55%	250,570 $27.6 Million
Q1 2025 May 06, 2025	BUY	$92.45 - $106.69 $1.72 Million - $1.98 Million	18,586 Added 7.71%	259,781 $24.1 Million
Q4 2024 Jan 29, 2025	SELL	$94.43 - $105.47 $162,325 - $181,302	-1,719 Reduced 0.71%	241,195 $24.5 Million
Q3 2024 Oct 24, 2024	SELL	$84.77 - $97.13 $206,414 - $236,511	-2,435 Reduced 0.99%	242,914 $23.3 Million

Q2 2024 Jul 24, 2024	BUY	$79.31 - $93.31 $949,895 - $1.12 Million	11,977 Added 5.13%	245,349 $22.7 Million
Q1 2024 May 02, 2024	SELL	$72.87 - $85.14 $1.64 Million - $1.92 Million	-22,499 Reduced 8.79%	233,372 $19.7 Million
Q4 2023 Feb 06, 2024	BUY	$65.78 - $75.4 $227,401 - $260,657	3,457 Added 1.37%	255,871 $19.2 Million
Q3 2023 Oct 24, 2023	BUY	$68.05 - $72.66 $2.64 Million - $2.82 Million	38,757 Added 18.14%	252,414 $17.3 Million
Q2 2023 Jul 19, 2023	BUY	$63.21 - $70.48 $1.56 Million - $1.74 Million	24,747 Added 13.1%	213,657 $15.1 Million
Q1 2023 Apr 14, 2023	SELL	$57.25 - $63.89 $2.41 Million - $2.69 Million	-42,099 Reduced 18.22%	188,910 $12.1 Million
Q4 2022 Jan 24, 2023	BUY	$56.73 - $63.56 $461,782 - $517,378	8,140 Added 3.65%	231,009 $0
Q3 2022 Nov 09, 2022	BUY	$57.85 - $71.43 $367,405 - $453,651	6,351 Added 2.93%	222,869 $12.9 Million
Q2 2022 Aug 01, 2022	SELL	$58.13 - $77.8 $976,177 - $1.31 Million	-16,793 Reduced 7.2%	216,518 $13.1 Million
Q1 2022 May 13, 2022	SELL	$68.33 - $84.32 $6.88 Million - $8.5 Million	-100,761 Reduced 30.16%	233,311 $17.8 Million
Q4 2021 Jan 21, 2022	SELL	$73.18 - $84.81 $129,821 - $150,452	-1,774 Reduced 0.53%	334,072 $28 Million
Q3 2021 Oct 28, 2021	SELL	$72.99 - $79.0 $1.08 Million - $1.16 Million	-14,741 Reduced 4.2%	335,846 $24.8 Million
Q2 2021 Aug 16, 2021	BUY	$65.96 - $72.81 $884,523 - $976,382	13,410 Added 3.98%	350,587 $25.5 Million
Q1 2021 May 13, 2021	BUY	$61.43 - $67.25 $180,665 - $197,782	2,941 Added 0.88%	337,177 $22 Million
Q4 2020 Feb 10, 2021	BUY	$56.17 - $63.82 $18.8 Million - $21.3 Million	334,236 New	334,236 $21.3 Million

Others Institutions Holding IVW

# of Institutions

2,176

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Shore Haven Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History