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

Whipplewood Advisors, LLC

$169 Billion
Q1 2025

A detailed history of Whipplewood Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 350 shares of IVW stock, worth $32,392. This represents 0.0% of its overall portfolio holdings.

Number of Shares

350

Holding current value

$32,392

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 09, 2025	BUY	$92.45 - $106.69 $32,357 - $37,341	350 New	350 $4.55 Million

Others Institutions Holding IVW

# of Institutions

2,019

Shares Held

426M

Call Options Held

183K

Put Options Held

101K

Envestnet Asset Management Inc

45.7M
Shares

$4.23 Billion
1.54% of portfolio
Jpmorgan Chase & CO New York, NY

44.9M
Shares

$4.15 Billion
0.37% of portfolio
Morgan Stanley New York, NY

32.6M
Shares

$3.02 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

18.6M
Shares

$1.72 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

17.9M
Shares

$1.66 Billion
0.77% of portfolio

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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