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

Yhb Investment Advisors, Inc.

$1.26 Billion
Q2 2025

A detailed history of Yhb Investment Advisors, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 108,028 shares of IVW stock, worth $12.3 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

108,028

Previous 107,910 0.11%

Holding current value

$12.3 Million

Previous $10 Million 18.73%

% of portfolio

0.95%

Previous 0.86%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$82.96 - $110.1 $9,789 - $12,991	118 Added 0.11%	108,028 $11.9 Million
Q1 2025 Apr 22, 2025	BUY	$92.45 - $106.69 $11,094 - $12,802	120 Added 0.11%	107,910 $10 Million
Q4 2024 Jan 22, 2025	BUY	$94.43 - $105.47 $12,936 - $14,449	137 Added 0.13%	107,790 $10.9 Million
Q3 2024 Oct 22, 2024	BUY	$84.77 - $97.13 $13,393 - $15,346	158 Added 0.15%	107,653 $10.3 Million
Q2 2024 Aug 01, 2024	BUY	$79.31 - $93.31 $6,741 - $7,931	85 Added 0.08%	107,495 $9.95 Million
Q1 2024 Aug 14, 2024	SELL	$72.87 - $85.14 $6,193 - $7,236	-85 Reduced 0.08%	107,410 $9.07 Million
Q1 2024 Apr 26, 2024	SELL	$72.87 - $85.14 $458,060 - $535,190	-6,286 Reduced 5.53%	107,410 $9.07 Million
Q4 2023 Jan 29, 2024	SELL	$65.78 - $75.4 $880,070 - $1.01 Million	-13,379 Reduced 10.53%	113,696 $8.54 Million
Q2 2023 Aug 10, 2023	BUY	$63.21 - $70.48 $17,066 - $19,029	270 Added 0.21%	127,075 $8.96 Million
Q1 2023 May 08, 2023	BUY	$57.25 - $63.89 $269,017 - $300,219	4,699 Added 3.85%	126,805 $8.1 Million
Q4 2022 Jan 12, 2023	BUY	$56.73 - $63.56 $247,229 - $276,994	4,358 Added 3.7%	122,106 $0
Q3 2022 Nov 03, 2022	BUY	$57.85 - $71.43 $17,123 - $21,143	296 Added 0.25%	117,748 $6.81 Million
Q2 2022 Jul 14, 2022	BUY	$58.13 - $77.8 $22,612 - $30,264	389 Added 0.33%	117,452 $7.09 Million
Q4 2021 Jan 18, 2022	BUY	$73.18 - $84.81 $9,513 - $11,025	130 Added 0.11%	117,063 $9.8 Million
Q3 2021 Oct 28, 2021	BUY	$72.99 - $79.0 $16,349 - $17,696	224 Added 0.19%	116,933 $8.64 Million
Q2 2021 Jul 15, 2021	BUY	$65.96 - $72.81 $9,036 - $9,974	137 Added 0.12%	116,709 $8.49 Million
Q1 2021 Apr 22, 2021	SELL	$61.43 - $67.25 $35,936 - $39,341	-585 Reduced 0.5%	116,572 $8.15 Million
Q4 2020 Jan 21, 2021	BUY	$56.17 - $63.82 $4.94 Million - $5.62 Million	88,000 Added 301.81%	117,157 $7.48 Million
Q3 2020 Nov 02, 2020	BUY	$52.42 - $62.43 $1.53 Million - $1.82 Million	29,157 New	29,157 $6.74 Million

Others Institutions Holding IVW

# of Institutions

2,068

Shares Held

421M

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

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