Welch & Forbes LLC Ishares S&P 500 Growth ETF Transaction History

Welch & Forbes LLC

$7.48 Billion
Q1 2025

A detailed history of Welch & Forbes LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Welch & Forbes LLC holds 7,689 shares of IVW stock, worth $779,895. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,689

Previous 9,110 15.6%

Holding current value

$779,895

Previous $924,000 22.84%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$92.45 - $106.69 $131,371 - $151,606	-1,421 Reduced 15.6%	7,689 $713,000
Q4 2024 Feb 06, 2025	BUY	$94.43 - $105.47 $134,185 - $149,872	1,421 Added 18.48%	9,110 $924,000
Q2 2024 Aug 01, 2024	BUY	$79.31 - $93.31 $91,206 - $107,306	1,150 Added 17.59%	7,689 $711,000
Q1 2024 May 02, 2024	SELL	$72.87 - $85.14 $25,067 - $29,288	-344 Reduced 5.0%	6,539 $552,000
Q4 2023 Feb 06, 2024	SELL	$65.78 - $75.4 $14,800 - $16,965	-225 Reduced 3.17%	6,883 $516,000
Q3 2023 Nov 02, 2023	SELL	$68.05 - $72.66 $142,564 - $152,222	-2,095 Reduced 22.76%	7,108 $486,000
Q2 2023 Jul 28, 2023	BUY	$63.21 - $70.48 $152,146 - $169,645	2,407 Added 35.42%	9,203 $648,000
Q1 2023 Apr 14, 2023	SELL	$57.25 - $63.89 $59,597 - $66,509	-1,041 Reduced 13.28%	6,796 $434,000
Q2 2022 Jul 22, 2022	SELL	$58.13 - $77.8 $29,065 - $38,900	-500 Reduced 6.0%	7,837 $473,000
Q1 2022 Apr 25, 2022	BUY	$68.33 - $84.32 $117,322 - $144,777	1,717 Added 25.94%	8,337 $637,000
Q4 2021 Jan 19, 2022	SELL	$73.18 - $84.81 $7,318 - $8,481	-100 Reduced 1.49%	6,620 $554,000
Q2 2021 Jul 22, 2021	SELL	$65.96 - $72.81 $22,426 - $24,755	-340 Reduced 4.82%	6,720 $489,000
Q1 2021 Apr 14, 2021	SELL	$61.43 - $67.25 $12,286 - $13,450	-200 Reduced 2.75%	7,060 $460,000
Q4 2020 Jan 20, 2021	BUY	$56.17 - $63.82 $305,845 - $347,499	5,445 Added 300.0%	7,260 $463,000
Q3 2020 Oct 23, 2020	SELL	$52.42 - $62.43 $2,621 - $3,121	-50 Reduced 2.68%	1,815 $419,000
Q1 2020 Apr 17, 2020	BUY	$36.14 - $52.65 $9,938 - $14,478	275 Added 17.3%	1,865 $307,000
Q1 2018 Apr 12, 2018	SELL	$37.4 - $41.49 $8,976 - $9,957	-240 Reduced 13.11%	1,590 $247,000
Q4 2017 Jan 26, 2018	BUY	$35.95 - $38.73 $65,788 - $70,875	1,830	1,830 $279,000

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

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