Summit Investment Advisory Services, LLC Ishares S&P 500 Growth ETF Transaction History

Summit Investment Advisory Services, LLC

$251 Billion
Q3 2025

A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 70,093 shares of IVW stock, worth $8.48 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares

70,093

Previous 70,435 0.49%

Holding current value

$8.48 Million

Previous $7.75 Billion 9.11%

% of portfolio

3.37%

Previous 3.37%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$108.97 - $121.65 $37,267 - $41,604	-342 Reduced 0.49%	70,093 $8.46 Billion
Q3 2025 Nov 03, 2025	BUY	$108.97 - $121.65 $7.68 Million - $8.57 Million	70,435 New	70,435 $7.75 Billion
Q1 2025 Apr 11, 2025	SELL	$92.45 - $106.69 $379,045 - $437,429	-4,100 Reduced 5.57%	69,558 $6.46 Billion
Q4 2024 Jan 21, 2025	SELL	$94.43 - $105.47 $44,098 - $49,254	-467 Reduced 0.63%	73,658 $7.48 Billion
Q3 2024 Oct 16, 2024	BUY	$84.77 - $97.13 $6.28 Million - $7.2 Million	74,125 New	74,125 $7.1 Billion

Q1 2024 Apr 18, 2024	SELL	$72.87 - $85.14 $188,441 - $220,172	-2,586 Reduced 2.84%	88,575 $7.48 Billion
Q4 2023 Jan 18, 2024	SELL	$65.78 - $75.4 $201,089 - $230,497	-3,057 Reduced 3.24%	91,161 $6.85 Billion
Q3 2023 Oct 10, 2023	SELL	$68.05 - $72.66 $63,898 - $68,227	-939 Reduced 0.99%	94,218 $6.45 Billion
Q2 2023 Jul 26, 2023	SELL	$63.21 - $70.48 $49,367 - $55,044	-781 Reduced 0.81%	95,157 $6.71 Billion
Q1 2023 Apr 17, 2023	SELL	$57.25 - $63.89 $87,764 - $97,943	-1,533 Reduced 1.57%	95,938 $6.13 Billion
Q4 2022 Feb 02, 2023	BUY	$56.73 - $63.56 $5.53 Million - $6.2 Million	97,471 New	97,471 $5.7 Billion

Others Institutions Holding IVW

# of Institutions

2,187

Shares Held

421M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Summit Investment Advisory Services, LLC Ishares S&P 500 Growth ETF Transaction History