Swisher Financial Concepts, Inc. Ishares S&P 500 Growth ETF Transaction History

Swisher Financial Concepts, Inc.

$140 Million
Q2 2025

A detailed history of Swisher Financial Concepts, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 3,431 shares of IVW stock, worth $415,356. This represents 0.27% of its overall portfolio holdings.

Number of Shares

3,431

Previous 4,279 19.82%

Holding current value

$415,356

Previous $396,000 4.8%

% of portfolio

0.27%

Previous 0.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$82.96 - $110.1 $70,350 - $93,364	-848 Reduced 19.82%	3,431 $377,000
Q1 2025 Apr 09, 2025	BUY	$92.45 - $106.69 $95,131 - $109,784	1,029 Added 31.66%	4,279 $396,000
Q4 2024 Feb 13, 2025	SELL	$94.43 - $105.47 $122,570 - $136,900	-1,298 Reduced 28.54%	3,250 $329,000
Q3 2024 Nov 05, 2024	SELL	$84.77 - $97.13 $2,373 - $2,719	-28 Reduced 0.61%	4,548 $429,000
Q2 2024 Jul 22, 2024	BUY	$79.31 - $93.31 $79 - $93	1 Added 0.02%	4,576 $430,000
Q1 2024 Apr 23, 2024	SELL	$72.87 - $85.14 $2,040 - $2,383	-28 Reduced 0.61%	4,575 $384,000
Q4 2023 Feb 13, 2024	BUY	$65.78 - $75.4 $302,785 - $347,066	4,603 New	4,603 $345,000

Others Institutions Holding IVW

# of Institutions

2,094

Shares Held

424M

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 Swisher Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Swisher Financial Concepts, Inc. with notifications on news.

Account

Swisher Financial Concepts, Inc. Ishares S&P 500 Growth ETF Transaction History