Merkkuri Wealth Advisors LLC Ishares S&P 500 Growth ETF Transaction History

Merkkuri Wealth Advisors LLC

  • $138 Billion
  • Q3 2025

A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 20,913 shares of IVW stock, worth $2.53 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
20,913
Previous 20,338 2.83%
Holding current value
$2.53 Million
Previous $2.24 Billion 12.74%
% of portfolio
1.83%
Previous 1.7%

Shares

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

Oct 29, 2025
BUY
$108.97 - $121.65 $62,657 - $69,948
575 Added 2.83%
20,913 $2.52 Billion
Q2 2025

Aug 04, 2025
SELL
$82.96 - $110.1 $46,623 - $61,876
-562 Reduced 2.69%
20,338 $2.24 Billion
Q1 2025

Apr 22, 2025
BUY
$92.45 - $106.69 $128,875 - $148,725
1,394 Added 7.15%
20,900 $1.94 Billion
Q4 2024

Jan 21, 2025
BUY
$94.43 - $105.47 $193,581 - $216,213
2,050 Added 11.74%
19,506 $1.98 Billion
Q3 2024

Oct 23, 2024
BUY
$84.77 - $97.13 $281,521 - $322,568
3,321 Added 23.49%
17,456 $1.67 Billion
Q2 2024

Oct 23, 2024
BUY
$79.31 - $93.31 $1.12 Million - $1.32 Million
14,135 New
14,135 $1.31 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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