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

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 4,923 shares of IVW stock, worth $595,879. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,923
Previous 4,681 5.17%
Holding current value
$595,879
Previous $475,000 4.21%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 02, 2025
BUY
$92.45 - $106.69 $22,372 - $25,818
242 Added 5.17%
4,923 $455,000
Q4 2024

Jan 13, 2025
SELL
$94.43 - $105.47 $50,331 - $56,215
-533 Reduced 10.22%
4,681 $475,000
Q2 2024

Jul 02, 2024
BUY
$79.31 - $93.31 $101,834 - $119,810
1,284 Added 32.67%
5,214 $482,000
Q1 2024

Apr 10, 2024
SELL
$72.87 - $85.14 $413,318 - $482,914
-5,672 Reduced 59.07%
3,930 $331,000
Q3 2023

Oct 10, 2023
SELL
$68.05 - $72.66 $46,886 - $50,062
-689 Reduced 6.7%
9,602 $656,000
Q2 2023

Jul 13, 2023
SELL
$63.21 - $70.48 $171,172 - $190,859
-2,708 Reduced 20.83%
10,291 $725,000
Q1 2023

Apr 19, 2023
SELL
$57.25 - $63.89 $161,960 - $180,744
-2,829 Reduced 17.87%
12,999 $830,000
Q4 2022

Jan 12, 2023
SELL
$56.73 - $63.56 $209,390 - $234,599
-3,691 Reduced 18.91%
15,828 $0
Q3 2022

Oct 11, 2022
SELL
$57.85 - $71.43 $226,251 - $279,362
-3,911 Reduced 16.69%
19,519 $1.13 Million
Q2 2022

Jul 14, 2022
SELL
$58.13 - $77.8 $94,461 - $126,425
-1,625 Reduced 6.49%
23,430 $1.41 Million
Q1 2022

Apr 20, 2022
SELL
$68.33 - $84.32 $1.79 Million - $2.2 Million
-26,140 Reduced 51.06%
25,055 $1.91 Million
Q4 2021

Feb 01, 2022
BUY
$73.18 - $84.81 $3.75 Million - $4.34 Million
51,195 New
51,195 $4.28 Million

Others Institutions Holding IVW

# of Institutions
2,176
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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