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

Jfg Wealth Management, LLC

  • $511 Million
  • Q3 2025

A detailed history of Jfg Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 4,519 shares of IVW stock, worth $546,979. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,519
Previous 4,519 -0.0%
Holding current value
$546,979
Previous $497,000 9.66%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Aug 07, 2025
SELL
$82.96 - $110.1 $165 - $220
-2 Reduced 0.04%
4,519 $497,000
Q1 2025

May 12, 2025
SELL
$92.45 - $106.69 $2,033 - $2,347
-22 Reduced 0.48%
4,521 $419,000
Q4 2024

Feb 04, 2025
BUY
$94.43 - $105.47 $2,077 - $2,320
22 Added 0.49%
4,543 $461,000
Q2 2024

Aug 01, 2024
BUY
$79.31 - $93.31 $358,560 - $421,854
4,521 New
4,521 $418,000
Q1 2022

May 06, 2022
BUY
$68.33 - $84.32 $282,886 - $349,084
4,140 New
4,140 $316,000

Others Institutions Holding IVW

# of Institutions
2,178
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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