Summit Wealth Group LLC / CO Ishares S&P 500 Growth ETF Transaction History

Summit Wealth Group LLC / CO

  • $398 Billion
  • Q2 2025

A detailed history of Summit Wealth Group LLC / CO transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 3,091 shares of IVW stock, worth $370,178. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,091
Holding current value
$370,178
% of portfolio
0.09%

Shares

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

Aug 13, 2025
BUY
$82.96 - $110.1 $256,429 - $340,319
3,091 New
3,091 $340 Million

Others Institutions Holding IVW

# of Institutions
2,105
Shares Held
423M
Call Options Held
246K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Summit Wealth Group LLC / CO Portfolio

Follow Summit Wealth Group LLC / CO 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 Summit Wealth Group LLC / CO, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group LLC / CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email