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

Triad Wealth Partners, LLC

  • $322 Billion
  • Q1 2025

A detailed history of Triad Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 184,005 shares of IVW stock, worth $17.4 Million. This represents 5.31% of its overall portfolio holdings.

Number of Shares
184,005
Previous 154,767 18.89%
Holding current value
$17.4 Million
Previous $15.7 Billion 8.7%
% of portfolio
5.31%
Previous 5.67%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$92.45 - $106.69 $2.7 Million - $3.12 Million
29,238 Added 18.89%
184,005 $17.1 Billion
Q4 2024

Feb 06, 2025
BUY
$94.43 - $105.47 $8.74 Million - $9.76 Million
92,552 Added 148.76%
154,767 $15.7 Billion
Q3 2024

Oct 21, 2024
BUY
$84.77 - $97.13 $5.22 Million - $5.98 Million
61,596 Added 9950.89%
62,215 $5.96 Billion
Q2 2024

Jul 18, 2024
BUY
$79.31 - $93.31 $49,092 - $57,758
619 New
619 $57.3 Million

Others Institutions Holding IVW

# of Institutions
2,024
Shares Held
426M
Call Options Held
203K
Put Options Held
136K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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