Evergreen Private Wealth LLC Ishares S&P 500 Growth ETF Transaction History

Evergreen Private Wealth LLC

$247 Billion
Q3 2025

A detailed history of Evergreen Private Wealth LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 6,985 shares of IVW stock, worth $845,464. This represents 0.34% of its overall portfolio holdings.

Number of Shares

6,985

Previous 6,826 2.33%

Holding current value

$845,464

Previous $752 Million 12.2%

% of portfolio

0.34%

Previous 0.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$108.97 - $121.65 $17,326 - $19,342	159 Added 2.33%	6,985 $843 Million
Q2 2025 Jul 16, 2025	SELL	$82.96 - $110.1 $33,432 - $44,370	-403 Reduced 5.57%	6,826 $752 Million
Q1 2025 May 01, 2025	SELL	$92.45 - $106.69 $32,357 - $37,341	-350 Reduced 4.62%	7,229 $671 Million
Q4 2024 Feb 06, 2025	BUY	$94.43 - $105.47 $11,142 - $12,445	118 Added 1.58%	7,579 $770 Million
Q3 2024 Oct 31, 2024	BUY	$84.77 - $97.13 $29,923 - $34,286	353 Added 4.97%	7,461 $714 Million

Q2 2024 Aug 12, 2024	SELL	$79.31 - $93.31 $71,537 - $84,165	-902 Reduced 11.26%	7,108 $658 Million
Q1 2024 Apr 16, 2024	SELL	$72.87 - $85.14 $76,659 - $89,567	-1,052 Reduced 11.61%	8,010 $676 Million
Q4 2023 Feb 08, 2024	BUY	$65.78 - $75.4 $596,098 - $683,274	9,062 New	9,062 $681 Million

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Private Wealth LLC with notifications on news.

Account

Evergreen Private Wealth LLC Ishares S&P 500 Growth ETF Transaction History