Wbh Advisory Inc Ishares S&P 500 Growth ETF Transaction History

Wbh Advisory Inc

$1.16 Billion
Q2 2025

A detailed history of Wbh Advisory Inc transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wbh Advisory Inc holds 32,969 shares of IVW stock, worth $4.02 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

32,969

Previous 33,773 2.38%

Holding current value

$4.02 Million

Previous $3.14 Million 15.76%

% of portfolio

0.31%

Previous 0.29%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$82.96 - $110.1 $66,699 - $88,520	-804 Reduced 2.38%	32,969 $3.63 Million
Q1 2025 May 09, 2025	SELL	$92.45 - $106.69 $24,406 - $28,166	-264 Reduced 0.78%	33,773 $3.14 Million
Q4 2024 Jan 30, 2025	SELL	$94.43 - $105.47 $94,430 - $105,470	-1,000 Reduced 2.85%	34,037 $3.46 Million
Q3 2024 Oct 15, 2024	SELL	$84.77 - $97.13 $135,547 - $155,310	-1,599 Reduced 4.36%	35,037 $3.35 Million
Q2 2024 Jul 11, 2024	SELL	$79.31 - $93.31 $7,375 - $8,677	-93 Reduced 0.25%	36,636 $3.39 Million
Q1 2024 Apr 16, 2024	SELL	$72.87 - $85.14 $63,688 - $74,412	-874 Reduced 2.32%	36,729 $3.1 Million
Q4 2023 Jan 09, 2024	SELL	$65.78 - $75.4 $321,861 - $368,932	-4,893 Reduced 11.51%	37,603 $2.82 Million
Q3 2023 Oct 10, 2023	SELL	$68.05 - $72.66 $32,527 - $34,731	-478 Reduced 1.11%	42,496 $2.91 Million
Q2 2023 Jul 12, 2023	SELL	$63.21 - $70.48 $303,787 - $338,726	-4,806 Reduced 10.06%	42,974 $3.03 Million
Q1 2023 Apr 20, 2023	BUY	$57.25 - $63.89 $322,661 - $360,084	5,636 Added 13.37%	47,780 $3.05 Million
Q3 2022 Oct 18, 2022	SELL	$57.85 - $71.43 $262,812 - $324,506	-4,543 Reduced 9.73%	42,144 $2.44 Million
Q2 2022 Jul 12, 2022	BUY	$58.13 - $77.8 $1.89 Million - $2.53 Million	32,549 Added 230.22%	46,687 $2.91 Million
Q1 2022 Apr 29, 2022	BUY	$68.33 - $84.32 $512,748 - $632,737	7,504 Added 113.11%	14,138 $1.08 Million
Q4 2021 Jan 28, 2022	BUY	$73.18 - $84.81 $4,317 - $5,003	59 Added 0.9%	6,634 $555,000
Q3 2021 Oct 25, 2021	BUY	$72.99 - $79.0 $291 - $316	4 Added 0.06%	6,575 $486,000
Q2 2021 Jul 27, 2021	SELL	$65.96 - $72.81 $4,353 - $4,805	-66 Reduced 0.99%	6,571 $502,000
Q1 2021 Apr 19, 2021	SELL	$61.43 - $67.25 $3,685 - $4,035	-60 Reduced 0.9%	6,637 $432,000
Q4 2020 Jan 21, 2021	BUY	$56.17 - $63.82 $282,198 - $320,631	5,024 Added 300.3%	6,697 $437,000
Q3 2020 Oct 27, 2020	SELL	$52.42 - $62.43 $1,153 - $1,373	-22 Reduced 1.3%	1,673 $387,000
Q2 2020 Aug 05, 2020	BUY	$39.5 - $52.48 $1,659 - $2,204	42 Added 2.54%	1,695 $351,000
Q1 2020 May 07, 2020	BUY	$36.14 - $52.65 $16,335 - $23,797	452 Added 37.64%	1,653 $272,000
Q4 2019 Jan 27, 2020	BUY	$43.72 - $48.62 $52,507 - $58,392	1,201 New	1,201 $232,000
Q4 2018 Jan 29, 2019	SELL	$35.15 - $44.43 $42,215 - $53,360	-1,201 Closed	0 $0
Q2 2018 Jul 31, 2018	BUY	$37.83 - $42.01 $45,433 - $50,454	1,201 New	1,201 $195,000

Others Institutions Holding IVW

# of Institutions

2,096

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 Wbh Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wbh Advisory Inc with notifications on news.

Account