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

Wealth Plan Investment Management, LLC

$944 Million
Q1 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 19,401 shares of IVW stock, worth $1.98 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

19,401

Previous 17,584 10.33%

Holding current value

$1.98 Million

Previous $1.79 Million 0.84%

% of portfolio

0.19%

Previous 0.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,025

Shares Held

426M

Call Options Held

203K

Put Options Held

136K

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 Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Account

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