Lloyd Advisory Services, Llc. Ishares S&P 500 Growth ETF Transaction History

Lloyd Advisory Services, Llc.

$85.5 Million
Q3 2025

A detailed history of Lloyd Advisory Services, Llc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 7,642 shares of IVW stock, worth $924,987. This represents 1.08% of its overall portfolio holdings.

Number of Shares

7,642

Previous 8,031 4.84%

Holding current value

$924,987

Previous $884,000 4.3%

% of portfolio

1.08%

Previous 0.85%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$108.97 - $121.65 $42,389 - $47,321	-389 Reduced 4.84%	7,642 $922,000
Q2 2025 Jul 16, 2025	SELL	$82.96 - $110.1 $10,287 - $13,652	-124 Reduced 1.52%	8,031 $884,000
Q1 2025 Apr 14, 2025	SELL	$92.45 - $106.69 $82,557 - $95,274	-893 Reduced 9.87%	8,155 $754,000
Q4 2024 Feb 03, 2025	SELL	$94.43 - $105.47 $63,551 - $70,981	-673 Reduced 6.92%	9,048 $918,000
Q3 2024 Oct 10, 2024	SELL	$84.77 - $97.13 $109,607 - $125,589	-1,293 Reduced 11.74%	9,721 $930,000

Q2 2024 Aug 05, 2024	BUY	$79.31 - $93.31 $873,520 - $1.03 Million	11,014 New	11,014 $1.02 Million
Q4 2023 Feb 13, 2024	BUY	$65.78 - $75.4 $228,717 - $262,165	3,477 New	3,477 $261,000
Q1 2020 Jun 03, 2020	SELL	$36.14 - $52.65 $21,720 - $31,642	-601 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$43.72 - $48.62 $26,275 - $29,220	601 New	601 $116,000

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

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Lloyd Advisory Services, Llc. Ishares S&P 500 Growth ETF Transaction History