A detailed history of Charles Schwab Trust CO transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Charles Schwab Trust CO holds 3,974 shares of IVW stock, worth $481,012. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,974
Previous 3,562 11.57%
Holding current value
$481,012
Previous $430,000 11.86%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026

BUY
$118.29 - $126.28 $48,735 - $52,027
412 Added 11.57%
3,974 $481,000
Q3 2025

Oct 10, 2025

BUY
$108.97 - $121.65 $165,743 - $185,029
1,521 Added 74.52%
3,562 $430,000
Q2 2025

Jul 16, 2025

BUY
$82.96 - $110.1 $169,321 - $224,714
2,041 New
2,041 $224,000
Q1 2020

Apr 09, 2020

SELL
$36.14 - $52.65 $120,057 - $174,903
-3,322 Closed
0 $0
Q3 2019

Nov 15, 2019

BUY
$43.49 - $46.27 $144,473 - $153,708
3,322 New
3,322 $591,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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