Sovereign Financial Group, Inc. Ishares S&P 500 Growth ETF Transaction History

Sovereign Financial Group, Inc.

$470 Million
Q2 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 24,008 shares of IVW stock, worth $2.75 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

24,008

Previous 24,143 0.56%

Holding current value

$2.75 Million

Previous $2.23 Million 18.31%

% of portfolio

0.56%

Previous 0.53%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$82.96 - $110.1 $11,199 - $14,863	-135 Reduced 0.56%	24,008 $2.64 Million
Q1 2025 Apr 11, 2025	SELL	$92.45 - $106.69 $86,533 - $99,861	-936 Reduced 3.73%	24,143 $2.23 Million
Q4 2024 Jan 14, 2025	SELL	$94.43 - $105.47 $44,098 - $49,254	-467 Reduced 1.83%	25,079 $2.55 Million
Q3 2024 Oct 08, 2024	SELL	$84.77 - $97.13 $98,333 - $112,670	-1,160 Reduced 4.34%	25,546 $2.45 Million
Q2 2024 Jul 15, 2024	BUY	$79.31 - $93.31 $1.14 Million - $1.34 Million	14,391 Added 116.86%	26,706 $2.47 Million
Q1 2024 Apr 15, 2024	BUY	$72.87 - $85.14 $545,942 - $637,868	7,492 Added 155.34%	12,315 $1.04 Million
Q4 2023 Feb 06, 2024	SELL	$65.78 - $75.4 $33,416 - $38,303	-508 Reduced 9.53%	4,823 $362,000
Q3 2023 Nov 03, 2023	BUY	$68.05 - $72.66 $362,774 - $387,350	5,331 New	5,331 $364,000

Others Institutions Holding IVW

# of Institutions

2,079

Shares Held

420M

Call Options Held

196K

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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Sovereign Financial Group, Inc. Ishares S&P 500 Growth ETF Transaction History