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

Curated Wealth Partners LLC

$820 Million
Q4 2025

A detailed history of Curated Wealth Partners LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Curated Wealth Partners LLC holds 4,625 shares of IVW stock, worth $559,810. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,625

Previous 4,625 -0.0%

Holding current value

$559,810

Previous $558,000 0.18%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$82.96 - $110.1 $234,776 - $311,583	-2,830 Reduced 37.96%	4,625 $509,000
Q4 2024 Jan 21, 2025	SELL	$94.43 - $105.47 $48,159 - $53,789	-510 Reduced 6.4%	7,455 $756,000
Q2 2024 Jul 12, 2024	BUY	$79.31 - $93.31 $631,704 - $743,214	7,965 New	7,965 $737,000
Q3 2023 Oct 23, 2023	SELL	$68.05 - $72.66 $311,669 - $332,782	-4,580 Reduced 29.74%	10,820 $740,000
Q1 2023 Apr 27, 2023	SELL	$57.25 - $63.89 $11,450 - $12,778	-200 Reduced 1.28%	15,400 $983,000

Q2 2022 Jul 27, 2022	SELL	$58.13 - $77.8 $494,105 - $661,300	-8,500 Reduced 35.27%	15,600 $941,000
Q2 2021 Aug 11, 2021	SELL	$65.96 - $72.81 $171,495 - $189,306	-2,600 Reduced 9.74%	24,100 $1.75 Million
Q4 2020 Feb 16, 2021	BUY	$56.17 - $63.82 $1.5 Million - $1.7 Million	26,700 New	26,700 $1.7 Million

Others Institutions Holding IVW

# of Institutions

2,178

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