A detailed history of Helium Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Helium Advisors LLC holds 16,768 shares of IVW stock, worth $2.03 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
16,768
Previous 18,009 6.89%
Holding current value
$2.03 Million
Previous $1.98 Billion 2.09%
% of portfolio
1.69%
Previous 1.25%

Shares

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

Nov 13, 2025

SELL
$108.97 - $121.65 $135,231 - $150,967
-1,241 Reduced 6.89%
16,768 $2.02 Billion
Q2 2025

Aug 14, 2025

SELL
$82.96 - $110.1 $15,845 - $21,029
-191 Reduced 1.05%
18,009 $1.98 Billion
Q1 2025

May 08, 2025

BUY
$92.45 - $106.69 $3,975 - $4,587
43 Added 0.24%
18,200 $1.69 Billion
Q4 2024

Feb 18, 2025

BUY
$94.43 - $105.47 $1.71 Million - $1.92 Million
18,157 New
18,157 $1.84 Billion

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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