Callan Family Office, LLC Ishares S&P 500 Growth ETF Transaction History

Callan Family Office, LLC

  • $3.14 Trillion
  • Q3 2025

A detailed history of Callan Family Office, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Callan Family Office, LLC holds 193,833 shares of IVW stock, worth $23.5 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
193,833
Previous 178,398 8.65%
Holding current value
$23.5 Million
Previous $19.6 Billion 19.13%
% of portfolio
0.75%
Previous 0.62%

Shares

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

Nov 04, 2025
BUY
$108.97 - $121.65 $1.68 Million - $1.88 Million
15,435 Added 8.65%
193,833 $23.4 Billion
Q2 2025

Jul 24, 2025
BUY
$82.96 - $110.1 $69,188 - $91,823
834 Added 0.47%
178,398 $19.6 Billion
Q1 2025

May 12, 2025
BUY
$92.45 - $106.69 $461,972 - $533,129
4,997 Added 2.9%
177,564 $16.5 Billion
Q4 2024

Feb 06, 2025
BUY
$94.43 - $105.47 $1.02 Million - $1.13 Million
10,758 Added 6.65%
172,567 $17.5 Billion
Q3 2024

Oct 07, 2024
BUY
$84.77 - $97.13 $209,212 - $239,716
2,468 Added 1.55%
161,809 $15.5 Billion
Q2 2024

Jul 25, 2024
SELL
$79.31 - $93.31 $231,585 - $272,465
-2,920 Reduced 1.8%
159,341 $14.7 Billion
Q1 2024

May 08, 2024
BUY
$72.87 - $85.14 $113,895 - $133,073
1,563 Added 0.97%
162,261 $13.7 Billion
Q4 2023

Feb 13, 2024
BUY
$65.78 - $75.4 $1.29 Million - $1.48 Million
19,667 Added 13.95%
160,698 $12.1 Billion
Q3 2023

Nov 14, 2023
BUY
$68.05 - $72.66 $564,610 - $602,860
8,297 Added 6.25%
141,031 $9.65 Billion
Q2 2023

Aug 14, 2023
SELL
$63.21 - $70.48 $457,008 - $509,570
-7,230 Reduced 5.17%
132,734 $9.36 Billion
Q1 2023

May 12, 2023
BUY
$57.25 - $63.89 $356,782 - $398,162
6,232 Added 4.66%
139,964 $8.94 Billion
Q4 2022

Feb 23, 2023
BUY
$56.73 - $63.56 $7.59 Million - $8.5 Million
133,732 New
133,732 $7.82 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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