Holos Integrated Wealth LLC Ishares S&P 500 Growth ETF Transaction History

Holos Integrated Wealth LLC

  • $166 Billion
  • Q2 2025

A detailed history of Holos Integrated Wealth LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 425 shares of IVW stock, worth $51,442. This represents 0.03% of its overall portfolio holdings.

Number of Shares
425
Previous 957 55.59%
Holding current value
$51,442
Previous $88.8 Million 45.11%
% of portfolio
0.03%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$82.96 - $110.1 $44,134 - $58,573
-532 Reduced 55.59%
425 $48.8 Million
Q4 2024

Aug 08, 2025
BUY
$94.43 - $105.47 $90,369 - $100,934
957 New
957 $97.2 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

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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