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

Balance Wealth, LLC

  • $405 Billion
  • Q3 2025

A detailed history of Balance Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Balance Wealth, LLC holds 8,516 shares of IVW stock, worth $1.03 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
8,516
Previous 8,719 2.33%
Holding current value
$1.03 Million
Previous $960 Million 7.09%
% of portfolio
0.25%
Previous 0.56%

Shares

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

Oct 20, 2025
SELL
$108.97 - $121.65 $22,120 - $24,694
-203 Reduced 2.33%
8,516 $1.03 Billion
Q2 2025

Aug 13, 2025
SELL
$82.96 - $110.1 $808,611 - $1.07 Million
-9,747 Reduced 52.78%
8,719 $960 Million
Q1 2025

Apr 23, 2025
BUY
$92.45 - $106.69 $1.71 Million - $1.97 Million
18,466 New
18,466 $1.71 Billion

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
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