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

Capital Advisors Wealth Management, LLC

  • $681 Million
  • Q3 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 2,427 shares of IVW stock, worth $293,764. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,427
Previous 2,426 0.04%
Holding current value
$293,764
Previous $267,000 9.36%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 15, 2025
BUY
$108.97 - $121.65 $108 - $121
1 Added 0.04%
2,427 $292,000
Q2 2025

Aug 13, 2025
SELL
$82.96 - $110.1 $7,134 - $9,468
-86 Reduced 3.42%
2,426 $267,000
Q1 2025

Apr 24, 2025
BUY
$92.45 - $106.69 $232,234 - $268,005
2,512 New
2,512 $233,000

Others Institutions Holding IVW

# of Institutions
2,184
Shares Held
421M
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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