Axim Planning & Wealth Ishares S&P 500 Growth ETF Transaction History

Axim Planning & Wealth

  • $122 Million
  • Q3 2025

A detailed history of Axim Planning & Wealth transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Axim Planning & Wealth holds 2,178 shares of IVW stock, worth $263,625. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,178
Previous 5,786 62.36%
Holding current value
$263,625
Previous $637,000 58.87%
% of portfolio
0.22%
Previous 0.6%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$108.97 - $121.65 $393,163 - $438,913
-3,608 Reduced 62.36%
2,178 $262,000
Q2 2025

Aug 05, 2025
BUY
$82.96 - $110.1 $480,006 - $637,038
5,786 New
5,786 $637,000
Q4 2024

Feb 11, 2025
BUY
$94.43 - $105.47 $72,805 - $81,317
771 Added 20.65%
4,505 $457,000
Q3 2024

Nov 05, 2024
BUY
$84.77 - $97.13 $49,759 - $57,015
587 Added 18.65%
3,734 $357,000
Q2 2024

Jul 29, 2024
BUY
$79.31 - $93.31 $249,588 - $293,646
3,147 New
3,147 $291,000

Others Institutions Holding IVW

# of Institutions
2,174
Shares Held
420M
Call Options Held
212K
Put Options Held
158K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Axim Planning & Wealth Portfolio

Follow Axim Planning & Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axim Planning & Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Axim Planning & Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email