Wealthspire Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Wealthspire Advisors, LLC

$16.6 Billion
Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 513,282 shares of IVW stock, worth $53.1 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

513,282

Previous 180,516 184.34%

Holding current value

$53.1 Million

Previous $18.3 Million 159.98%

% of portfolio

0.29%

Previous 0.18%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$92.45 - $106.69 $30.8 Million - $35.5 Million	332,766 Added 184.34%	513,282 $47.6 Million
Q4 2024 Feb 03, 2025	BUY	$94.43 - $105.47 $331,827 - $370,621	3,514 Added 1.99%	180,516 $18.3 Million
Q3 2024 Nov 13, 2024	BUY	$84.77 - $97.13 $1.74 Million - $2 Million	20,575 Added 13.15%	177,002 $16.9 Million
Q2 2024 Aug 08, 2024	BUY	$79.31 - $93.31 $753,048 - $885,978	9,495 Added 6.46%	156,427 $14.5 Million
Q1 2024 May 06, 2024	BUY	$72.87 - $85.14 $557,382 - $651,235	7,649 Added 5.49%	146,932 $12.4 Million
Q4 2023 Feb 06, 2024	BUY	$65.78 - $75.4 $466,709 - $534,963	7,095 Added 5.37%	139,283 $10.5 Million
Q3 2023 Nov 06, 2023	BUY	$68.05 - $72.66 $81,183 - $86,683	1,193 Added 0.91%	132,188 $9.04 Million
Q2 2023 Jul 31, 2023	SELL	$63.21 - $70.48 $72,501 - $80,840	-1,147 Reduced 0.87%	130,995 $9.23 Million
Q1 2023 May 09, 2023	BUY	$57.25 - $63.89 $635,589 - $709,306	11,102 Added 9.17%	132,142 $8.44 Million
Q4 2022 Feb 13, 2023	SELL	$56.73 - $63.56 $1.13 Million - $1.27 Million	-19,988 Reduced 14.17%	121,040 $7.08 Million
Q3 2022 Nov 14, 2022	BUY	$57.85 - $71.43 $688,125 - $849,659	11,895 Added 9.21%	141,028 $8.16 Million
Q2 2022 Aug 09, 2022	BUY	$58.13 - $77.8 $961,528 - $1.29 Million	16,541 Added 14.69%	129,133 $7.79 Million
Q1 2022 May 09, 2022	SELL	$68.33 - $84.32 $2.37 Million - $2.92 Million	-34,619 Reduced 23.52%	112,592 $8.6 Million
Q4 2021 Feb 14, 2022	SELL	$73.18 - $84.81 $2.4 Million - $2.78 Million	-32,776 Reduced 18.21%	147,211 $12.3 Million
Q3 2021 Nov 15, 2021	SELL	$72.99 - $79.0 $462,975 - $501,097	-6,343 Reduced 3.4%	179,987 $13.3 Million
Q2 2021 Aug 13, 2021	BUY	$65.96 - $72.81 $300,645 - $331,867	4,558 Added 2.51%	186,330 $13.6 Million
Q1 2021 May 17, 2021	SELL	$61.43 - $67.25 $676,344 - $740,422	-11,010 Reduced 5.71%	181,772 $11.8 Million
Q4 2020 Feb 16, 2021	BUY	$56.17 - $63.82 $8.94 Million - $10.2 Million	159,219 Added 474.39%	192,782 $12.3 Million
Q3 2020 Nov 16, 2020	BUY	$52.42 - $62.43 $1.21 Million - $1.44 Million	22,989 Added 217.41%	33,563 $7.76 Million
Q2 2020 Aug 14, 2020	SELL	$39.5 - $52.48 $316,316 - $420,259	-8,008 Reduced 43.1%	10,574 $2.19 Million
Q1 2020 May 12, 2020	BUY	$36.14 - $52.65 $441,305 - $642,909	12,211 Added 191.67%	18,582 $3.07 Million
Q4 2019 Feb 14, 2020	BUY	$43.72 - $48.62 $24,439 - $27,178	559 Added 9.62%	6,371 $1.23 Million
Q2 2019 Aug 13, 2019	SELL	$41.95 - $45.26 $6,292 - $6,789	-150 Reduced 2.52%	5,812 $1.04 Million
Q1 2019 May 08, 2019	BUY	$36.63 - $43.33 $9,157 - $10,832	250 Added 4.38%	5,962 $1.03 Million
Q4 2018 Feb 14, 2019	BUY	$35.15 - $44.43 $200,776 - $253,784	5,712 New	5,712 $861,000

Others Institutions Holding IVW

# of Institutions

2,027

Shares Held

427M

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

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Wealthspire Advisors, LLC Ishares S&P 500 Growth ETF Transaction History