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

Instrumental Wealth, LLC

  • $143 Billion
  • Q3 2025

A detailed history of Instrumental Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Instrumental Wealth, LLC holds 147,298 shares of IVW stock, worth $17.8 Million. This represents 12.85% of its overall portfolio holdings.

Number of Shares
147,298
Previous 147,101 0.13%
Holding current value
$17.8 Million
Previous $16.4 Billion 12.01%
% of portfolio
12.85%
Previous 13.01%

Shares

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

Oct 31, 2025
BUY
$108.97 - $121.65 $21,467 - $23,965
197 Added 0.13%
147,298 $18.3 Billion
Q2 2025

Jul 16, 2025
BUY
$82.96 - $110.1 $310,519 - $412,104
3,743 Added 2.61%
147,101 $16.4 Billion
Q1 2025

Apr 28, 2025
BUY
$92.45 - $106.69 $375,347 - $433,161
4,060 Added 2.91%
143,358 $13.5 Billion
Q4 2024

Feb 24, 2025
BUY
$94.43 - $105.47 $68,178 - $76,149
722 Added 0.52%
139,298 $14.4 Billion
Q3 2024

Oct 15, 2024
BUY
$84.77 - $97.13 $194,377 - $222,719
2,293 Added 1.68%
138,576 $13.6 Billion
Q2 2024

Jul 26, 2024
BUY
$79.31 - $93.31 $88,430 - $104,040
1,115 Added 0.82%
136,283 $12.1 Billion
Q1 2024

May 29, 2024
SELL
$72.87 - $85.14 $1.34 Million - $1.56 Million
-18,325 Reduced 11.94%
135,168 $11.9 Billion
Q4 2023

Jan 25, 2024
SELL
$65.78 - $75.4 $100,577 - $115,286
-1,529 Reduced 0.99%
153,493 $12 Billion
Q3 2023

Oct 18, 2023
SELL
$68.05 - $72.66 $678,866 - $724,856
-9,976 Reduced 6.05%
155,022 $10.9 Billion
Q2 2023

Jul 13, 2023
BUY
$63.21 - $70.48 $192,474 - $214,611
3,045 Added 1.88%
164,998 $11.6 Billion
Q1 2023

May 04, 2023
BUY
$57.25 - $63.89 $9.27 Million - $10.3 Million
161,953 New
161,953 $10.3 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

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