Twin Peaks Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Twin Peaks Wealth Advisors, LLC

$220 Billion
Q1 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 62,015 shares of IVW stock, worth $7.11 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares

62,015

Previous 53,126 16.73%

Holding current value

$7.11 Million

Previous $5.39 Billion 4.61%

% of portfolio

2.57%

Previous 2.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$92.45 - $106.69 $821,788 - $948,367	8,889 Added 16.73%	62,015 $5.64 Billion
Q4 2024 Feb 04, 2025	BUY	$94.43 - $105.47 $474,321 - $529,775	5,023 Added 10.44%	53,126 $5.39 Billion
Q3 2024 Oct 25, 2024	BUY	$84.77 - $97.13 $507,517 - $581,517	5,987 Added 14.22%	48,103 $4.61 Billion
Q2 2024 Jul 31, 2024	BUY	$79.31 - $93.31 $1.69 Million - $1.99 Million	21,322 Added 102.54%	42,116 $3.9 Billion
Q1 2024 Apr 23, 2024	BUY	$72.87 - $85.14 $1.07 Million - $1.25 Million	14,647 Added 238.28%	20,794 $1.76 Billion
Q4 2023 Jan 17, 2024	BUY	$65.78 - $75.4 $404,349 - $463,483	6,147 New	6,147 $462 Million

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Account

Twin Peaks Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History