Wealthstream Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History

Wealthstream Advisors, Inc.

$575 Million
Q2 2025

A detailed history of Wealthstream Advisors, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 11,925 shares of IVW stock, worth $1.43 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

11,925

Previous 11,925 -0.0%

Holding current value

$1.43 Million

Previous $1.11 Million 18.63%

% of portfolio

0.23%

Previous 0.22%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$94.43 - $105.47 $19,358 - $21,621	-205 Reduced 1.69%	11,925 $1.21 Million
Q4 2023 Feb 12, 2024	SELL	$65.78 - $75.4 $16,708 - $19,151	-254 Reduced 2.05%	12,130 $910,000
Q3 2023 Nov 06, 2023	SELL	$68.05 - $72.66 $65,872 - $70,334	-968 Reduced 7.25%	12,384 $847,000
Q2 2023 Aug 02, 2023	BUY	$63.21 - $70.48 $843,979 - $941,048	13,352 New	13,352 $941,000

Others Institutions Holding IVW

# of Institutions

2,101

Shares Held

423M

Call Options Held

246K

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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Wealthstream Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History