Wealthspan Partners, LLC Ishares S&P 500 Growth ETF Transaction History

Wealthspan Partners, LLC

$222 Million
Q2 2025

A detailed history of Wealthspan Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 42,588 shares of IVW stock, worth $4.89 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

42,588

Previous 43,622 2.37%

Holding current value

$4.89 Million

Previous $4.05 Million 15.78%

% of portfolio

2.11%

Previous 1.98%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$82.96 - $110.1 $85,780 - $113,843	-1,034 Reduced 2.37%	42,588 $4.69 Million
Q1 2025 Apr 21, 2025	SELL	$92.45 - $106.69 $54,175 - $62,520	-586 Reduced 1.33%	43,622 $4.05 Million
Q4 2024 Jan 24, 2025	SELL	$94.43 - $105.47 $50,803 - $56,742	-538 Reduced 1.2%	44,208 $4.49 Million
Q3 2024 Nov 04, 2024	SELL	$84.77 - $97.13 $14,919 - $17,094	-176 Reduced 0.39%	44,746 $4.28 Million
Q2 2024 Jul 19, 2024	SELL	$79.31 - $93.31 $37,910 - $44,602	-478 Reduced 1.05%	44,922 $4.16 Million
Q1 2024 Apr 29, 2024	SELL	$72.87 - $85.14 $259,198 - $302,842	-3,557 Reduced 7.27%	45,400 $3.83 Million
Q4 2023 Jan 29, 2024	SELL	$65.78 - $75.4 $475,260 - $544,765	-7,225 Reduced 12.86%	48,957 $3.68 Million
Q3 2023 Nov 01, 2023	SELL	$68.05 - $72.66 $403,468 - $430,801	-5,929 Reduced 9.55%	56,182 $3.84 Million
Q2 2023 Aug 08, 2023	SELL	$63.21 - $70.48 $431,028 - $480,603	-6,819 Reduced 9.89%	62,111 $4.38 Million
Q1 2023 Apr 21, 2023	SELL	$57.25 - $63.89 $354,778 - $395,926	-6,197 Reduced 8.25%	68,930 $4.4 Million
Q4 2022 Feb 13, 2023	SELL	$56.73 - $63.56 $131,727 - $147,586	-2,322 Reduced 3.0%	75,127 $4.39 Million
Q3 2022 Nov 14, 2022	BUY	$57.85 - $71.43 $100,311 - $123,859	1,734 Added 2.29%	77,449 $4.48 Million
Q2 2022 Aug 11, 2022	BUY	$58.13 - $77.8 $3,952 - $5,290	68 Added 0.09%	75,715 $4.57 Million
Q1 2022 May 12, 2022	SELL	$68.33 - $84.32 $221,457 - $273,281	-3,241 Reduced 4.11%	75,647 $5.78 Million
Q4 2021 Feb 15, 2022	BUY	$73.18 - $84.81 $5.77 Million - $6.69 Million	78,888 New	78,888 $6.6 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

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 Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Account

Wealthspan Partners, LLC Ishares S&P 500 Growth ETF Transaction History