A detailed history of Morton Capital Management Llc/Ca transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 12,020 shares of IVW stock, worth $1.45 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
12,020
Previous 4,710 155.2%
Holding current value
$1.45 Million
Previous $519 Million 179.82%
% of portfolio
0.24%
Previous 0.09%

Shares

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

Oct 23, 2025

BUY
$108.97 - $121.65 $796,570 - $889,261
7,310 Added 155.2%
12,020 $1.45 Billion
Q2 2023

Dec 05, 2023

BUY
$63.21 - $70.48 $297,719 - $331,960
4,710 New
4,710 $332 Million
Q2 2022

Dec 05, 2023

SELL
$58.13 - $77.8 $175,552 - $234,956
-3,020 Closed
0 $0
Q4 2021

Dec 05, 2023

BUY
$73.18 - $84.81 $221,003 - $256,126
3,020 New
3,020 $253 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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