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

Lji Wealth Management, LLC

$573 Billion
Q3 2025

A detailed history of Lji Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lji Wealth Management, LLC holds 2,691 shares of IVW stock, worth $325,718. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,691

Previous 2,589 3.94%

Holding current value

$325,718

Previous $285 Million 13.97%

% of portfolio

0.06%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$108.97 - $121.65 $11,114 - $12,408	102 Added 3.94%	2,691 $325 Million
Q4 2024 Jan 28, 2025	SELL	$94.43 - $105.47 $189,332 - $211,467	-2,005 Reduced 43.64%	2,589 $263 Million
Q3 2024 Nov 06, 2024	BUY	$84.77 - $97.13 $254 - $291	3 Added 0.07%	4,594 $440 Million
Q2 2024 Aug 12, 2024	BUY	$79.31 - $93.31 $158 - $186	2 Added 0.04%	4,591 $425 Million
Q1 2024 May 15, 2024	BUY	$72.87 - $85.14 $145 - $170	2 Added 0.04%	4,589 $388 Million

Q4 2023 Feb 13, 2024	BUY	$65.78 - $75.4 $789 - $904	12 Added 0.26%	4,587 $345 Million
Q2 2023 Feb 02, 2024	BUY	$63.21 - $70.48 $252 - $281	4 Added 0.09%	4,575 $322 Million
Q1 2023 Feb 02, 2024	BUY	$57.25 - $63.89 $343 - $383	6 Added 0.13%	4,571 $292 Million
Q4 2022 Jan 02, 2024	BUY	$56.73 - $63.56 $258,972 - $290,151	4,565 New	4,565 $267 Million

Others Institutions Holding IVW

# of Institutions

2,176

Shares Held

420M

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