Spectrum Planning & Advisory Services Inc. Ishares S&P 500 Growth ETF Transaction History

Spectrum Planning & Advisory Services Inc.

$133 Million
Q2 2025

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 68,171 shares of IVW stock, worth $7.82 Million. This represents 5.64% of its overall portfolio holdings.

Number of Shares

68,171

Previous 89,509 23.84%

Holding current value

$7.82 Million

Previous $8.31 Million 9.68%

% of portfolio

5.64%

Previous 7.98%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$82.96 - $110.1 $1.77 Million - $2.35 Million	-21,338 Reduced 23.84%	68,171 $7.51 Million
Q1 2025 Apr 22, 2025	BUY	$92.45 - $106.69 $468,259 - $540,384	5,065 Added 6.0%	89,509 $8.31 Million
Q4 2024 Jan 22, 2025	BUY	$94.43 - $105.47 $9,348 - $10,441	99 Added 0.12%	84,444 $8.57 Million
Q3 2024 Nov 08, 2024	BUY	$84.77 - $97.13 $785,817 - $900,395	9,270 Added 12.35%	84,345 $8.08 Million
Q2 2024 Jul 18, 2024	BUY	$79.31 - $93.31 $4.67 Million - $5.5 Million	58,891 Added 363.88%	75,075 $6.95 Million
Q4 2023 Jan 18, 2024	BUY	$65.78 - $75.4 $23,812 - $27,294	362 Added 2.29%	16,184 $1.22 Million
Q3 2023 Oct 24, 2023	BUY	$68.05 - $72.66 $1.08 Million - $1.15 Million	15,822 New	15,822 $1.08 Million

Others Institutions Holding IVW

# of Institutions

2,069

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spectrum Planning & Advisory Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Planning & Advisory Services Inc. with notifications on news.

Account

Spectrum Planning & Advisory Services Inc. Ishares S&P 500 Growth ETF Transaction History