Wealth Plan Investment Management, LLC Ishares S&P 500 Growth ETF Transaction History

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 29,875 shares of IVW stock, worth $3.43 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
29,875
Previous 19,401 53.99%
Holding current value
$3.43 Million
Previous $1.8 Million 82.72%
% of portfolio
0.26%
Previous 0.19%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$82.96 - $110.1 $868,923 - $1.15 Million
10,474 Added 53.99%
29,875 $3.29 Million
Q1 2025

May 09, 2025
BUY
$92.45 - $106.69 $167,981 - $193,855
1,817 Added 10.33%
19,401 $1.8 Million
Q4 2024

Jan 30, 2025
SELL
$94.43 - $105.47 $380,836 - $425,360
-4,033 Reduced 18.66%
17,584 $1.79 Million
Q3 2024

Nov 05, 2024
BUY
$84.77 - $97.13 $1.56 Million - $1.78 Million
18,359 Added 563.51%
21,617 $2.07 Million
Q2 2024

Aug 09, 2024
BUY
$79.31 - $93.31 $158 - $186
2 Added 0.06%
3,258 $301,000
Q1 2024

May 16, 2024
SELL
$72.87 - $85.14 $13,189 - $15,410
-181 Reduced 5.27%
3,256 $274,000
Q4 2023

Jan 05, 2024
SELL
$65.78 - $75.4 $17,760 - $20,358
-270 Reduced 7.28%
3,437 $258,000
Q3 2023

Nov 15, 2023
SELL
$68.05 - $72.66 $3.08 Million - $3.29 Million
-45,232 Reduced 92.43%
3,707 $253,000
Q3 2023

Nov 09, 2023
BUY
$68.05 - $72.66 $3.15 Million - $3.36 Million
46,311 Added 1762.21%
48,939 $3.35 Million
Q2 2023

Aug 14, 2023
BUY
$63.21 - $70.48 $161,754 - $180,358
2,559 Added 3708.7%
2,628 $185,000
Q2 2023

Jul 25, 2023
SELL
$63.21 - $70.48 $218,959 - $244,142
-3,464 Reduced 98.05%
69 $4,000
Q1 2023

May 08, 2023
SELL
$57.25 - $63.89 $2.7 Million - $3.02 Million
-47,221 Reduced 93.04%
3,533 $225,000
Q4 2022

Feb 15, 2023
SELL
$56.73 - $63.56 $6.36 Million - $7.12 Million
-112,068 Reduced 68.83%
50,754 $2.97 Million
Q3 2022

Dec 12, 2022
SELL
$57.85 - $71.43 $39,800 - $49,143
-688 Reduced 0.42%
162,822 $9.88 Million
Q1 2022

Sep 07, 2022
BUY
$68.33 - $84.32 $11.2 Million - $13.8 Million
163,510 New
163,510 $10.9 Million

Others Institutions Holding IVW

# of Institutions
2,082
Shares Held
417M
Call Options Held
196K
Put Options Held
101K
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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