Baron Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History

Baron Wealth Management LLC

  • $302 Billion
  • Q3 2025

A detailed history of Baron Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Baron Wealth Management LLC holds 28,809 shares of IVW stock, worth $3.49 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
28,809
Previous 28,784 0.09%
Holding current value
$3.49 Million
Previous $3.17 Billion 9.74%
% of portfolio
1.15%
Previous 1.12%

Shares

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

Oct 20, 2025
BUY
$108.97 - $121.65 $2,724 - $3,041
25 Added 0.09%
28,809 $3.48 Billion
Q2 2025

Jul 09, 2025
BUY
$82.96 - $110.1 $2,239 - $2,972
27 Added 0.09%
28,784 $3.17 Billion
Q1 2025

May 14, 2025
SELL
$92.45 - $106.69 $16,086 - $18,564
-174 Reduced 0.6%
28,757 $2.67 Billion
Q4 2024

Jan 23, 2025
BUY
$94.43 - $105.47 $3,399 - $3,796
36 Added 0.12%
28,931 $2.94 Billion
Q3 2024

Nov 07, 2024
SELL
$84.77 - $97.13 $20,514 - $23,505
-242 Reduced 0.83%
28,895 $2.77 Billion
Q2 2024

Aug 13, 2024
SELL
$79.31 - $93.31 $9,675 - $11,383
-122 Reduced 0.42%
29,137 $2.7 Billion
Q1 2024

May 08, 2024
SELL
$72.87 - $85.14 $146,978 - $171,727
-2,017 Reduced 6.45%
29,259 $2.47 Billion
Q4 2023

Jan 04, 2024
BUY
$65.78 - $75.4 $11,379 - $13,044
173 Added 0.56%
31,276 $2.35 Billion
Q2 2023

Aug 08, 2023
BUY
$63.21 - $70.48 $4,045 - $4,510
64 Added 0.21%
31,103 $2.19 Billion
Q1 2023

May 10, 2023
SELL
$57.25 - $63.89 $1.33 Million - $1.48 Million
-23,182 Reduced 42.75%
31,039 $1.98 Million
Q4 2022

Jun 06, 2023
BUY
$56.73 - $63.56 $1.32 Million - $1.47 Million
23,182 Added 74.69%
54,221 $3.17 Billion
Q4 2022

Apr 04, 2023
BUY
$56.73 - $63.56 $3.08 Million - $3.45 Million
54,221 New
54,221 $3.17 Million

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 Baron Wealth Management LLC Portfolio

Follow Baron Wealth Management LLC 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 Baron Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email