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

Castle Wealth Management LLC

  • $214 Million
  • Q3 2025

A detailed history of Castle Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Castle Wealth Management LLC holds 6,768 shares of IVW stock, worth $819,198. This represents 0.38% of its overall portfolio holdings.

Number of Shares
6,768
Previous 6,903 1.96%
Holding current value
$819,198
Previous $760,000 7.5%
% of portfolio
0.38%
Previous 0.4%

Shares

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

Oct 31, 2025
SELL
$108.97 - $121.65 $14,710 - $16,422
-135 Reduced 1.96%
6,768 $817,000
Q1 2025

Apr 28, 2025
SELL
$92.45 - $106.69 $38,366 - $44,276
-415 Reduced 5.67%
6,903 $640,000
Q1 2024

Apr 29, 2024
SELL
$72.87 - $85.14 $41,171 - $48,104
-565 Reduced 7.17%
7,318 $617,000
Q3 2023

Nov 03, 2023
SELL
$68.05 - $72.66 $34,365 - $36,693
-505 Reduced 6.02%
7,883 $539,000
Q2 2022

Aug 01, 2022
BUY
$58.13 - $77.8 $487,594 - $652,586
8,388 New
8,388 $506,000

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

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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