Wcg Wealth Advisors LLC Ishares S&P 500 Growth ETF Transaction History

Wcg Wealth Advisors LLC

$1.21 Billion
Q1 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 114,142 shares of IVW stock, worth $13 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

114,142

Previous 114,142 -0.0%

Holding current value

$13 Million

Previous $10.6 Million 0.02%

% of portfolio

0.87%

Previous 0.81%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$92.45 - $106.69 $483,975 - $558,522	-5,235 Reduced 4.39%	114,142 $10.6 Million
Q4 2024 Feb 18, 2025	BUY	$94.43 - $105.47 $70,444 - $78,680	746 Added 0.63%	119,377 $12.1 Million
Q3 2024 Nov 13, 2024	BUY	$84.77 - $97.13 $259,904 - $297,800	3,066 Added 2.65%	118,631 $11.4 Million
Q2 2024 Aug 12, 2024	BUY	$79.31 - $93.31 $6.7 Million - $7.89 Million	84,527 Added 272.33%	115,565 $10.7 Million
Q1 2024 May 13, 2024	BUY	$72.87 - $85.14 $2.26 Million - $2.64 Million	31,038 New	31,038 $2.62 Million

Others Institutions Holding IVW

# of Institutions

2,060

Shares Held

421M

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

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Wcg Wealth Advisors LLC Ishares S&P 500 Growth ETF Transaction History