Journey Strategic Wealth LLC Ishares S&P 500 Growth ETF Transaction History

Journey Strategic Wealth LLC

  • $3.41 Billion
  • Q3 2025

A detailed history of Journey Strategic Wealth LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 6,428 shares of IVW stock, worth $778,045. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,428
Previous 6,970 7.78%
Holding current value
$778,045
Previous $767,000 1.04%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 12, 2025
SELL
$108.97 - $121.65 $59,061 - $65,934
-542 Reduced 7.78%
6,428 $775,000
Q2 2025

Aug 12, 2025
SELL
$82.96 - $110.1 $67,031 - $88,960
-808 Reduced 10.39%
6,970 $767,000
Q1 2025

May 06, 2025
BUY
$92.45 - $106.69 $29,768 - $34,354
322 Added 4.32%
7,778 $722,000
Q4 2024

Jan 24, 2025
SELL
$94.43 - $105.47 $71,672 - $80,051
-759 Reduced 9.24%
7,456 $757,000
Q3 2024

Nov 12, 2024
BUY
$84.77 - $97.13 $156,909 - $179,787
1,851 Added 29.09%
8,215 $786,000
Q2 2024

Aug 14, 2024
BUY
$79.31 - $93.31 $634 - $746
8 Added 0.13%
6,364 $588,000
Q1 2024

May 13, 2024
BUY
$72.87 - $85.14 $463,161 - $541,149
6,356 New
6,356 $536,000
Q2 2022

Aug 15, 2022
BUY
$58.13 - $77.8 $255,772 - $342,320
4,400 New
4,400 $266,000
Q1 2022

May 16, 2022
SELL
$68.33 - $84.32 $300,652 - $371,007
-4,400 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$73.18 - $84.81 $321,992 - $373,164
4,400 New
4,400 $368,000

Others Institutions Holding IVW

# of Institutions
2,181
Shares Held
421M
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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