Avid Wealth Partners LLC Ishares S&P 500 Growth ETF Transaction History

Avid Wealth Partners LLC

$201 Billion
Q3 2025

A detailed history of Avid Wealth Partners LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Avid Wealth Partners LLC holds 121,276 shares of IVW stock, worth $14.7 Million. This represents 7.28% of its overall portfolio holdings.

Number of Shares

121,276

Previous 118,943 1.96%

Holding current value

$14.7 Million

Previous $13.1 Billion 11.8%

% of portfolio

7.28%

Previous 7.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$108.97 - $121.65 $254,227 - $283,809	2,333 Added 1.96%	121,276 $14.6 Billion
Q2 2025 Aug 14, 2025	BUY	$82.96 - $110.1 $988,468 - $1.31 Million	11,915 Added 11.13%	118,943 $13.1 Billion
Q1 2025 Apr 17, 2025	SELL	$92.45 - $106.69 $621,633 - $717,383	-6,724 Reduced 5.91%	107,028 $9.94 Billion
Q4 2024 Jan 27, 2025	BUY	$94.43 - $105.47 $111,899 - $124,981	1,185 Added 1.05%	113,752 $11.5 Billion
Q3 2024 Nov 01, 2024	SELL	$84.77 - $97.13 $858,889 - $984,121	-10,132 Reduced 8.26%	112,567 $10.8 Billion

Q2 2024 Jul 19, 2024	BUY	$79.31 - $93.31 $4.88 Million - $5.74 Million	61,526 Added 100.58%	122,699 $11.4 Billion
Q1 2024 May 08, 2024	BUY	$72.87 - $85.14 $4.46 Million - $5.21 Million	61,173 New	61,173 $5.17 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

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Avid Wealth Partners LLC Ishares S&P 500 Growth ETF Transaction History