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

Dynasty Wealth Management, LLC

$7.49 Trillion
Q3 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 315,669 shares of IVW stock, worth $38.2 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

315,669

Previous 185,503 70.17%

Holding current value

$38.2 Million

Previous $20.4 Billion 86.58%

% of portfolio

0.51%

Previous 0.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$108.97 - $121.65 $14.2 Million - $15.8 Million	130,166 Added 70.17%	315,669 $38.1 Billion
Q2 2025 Aug 05, 2025	SELL	$82.96 - $110.1 $3.11 Million - $4.13 Million	-37,531 Reduced 16.83%	185,503 $20.4 Billion
Q1 2025 May 02, 2025	BUY	$92.45 - $106.69 $4.42 Million - $5.11 Million	47,856 Added 27.32%	223,034 $20.7 Billion
Q4 2024 Feb 05, 2025	BUY	$94.43 - $105.47 $10.4 Million - $11.6 Million	109,730 Added 167.66%	175,178 $17.8 Billion
Q3 2024 Nov 12, 2024	SELL	$84.77 - $97.13 $7.77 Million - $8.91 Million	-91,714 Reduced 58.36%	65,448 $6.4 Billion

Q2 2024 Aug 12, 2024	BUY	$79.31 - $93.31 $12.5 Million - $14.7 Million	157,162 New	157,162 $14.5 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

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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