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

New Edge Wealth, LLC

$6.58 Billion
Q3 2025

A detailed history of New Edge Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 26,454 shares of IVW stock, worth $3.2 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

26,454

Previous 26,052 1.54%

Holding current value

$3.2 Million

Previous $2.87 Million 11.33%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$108.97 - $121.65 $43,805 - $48,903	402 Added 1.54%	26,454 $3.19 Million
Q2 2025 Aug 11, 2025	BUY	$82.96 - $110.1 $71,677 - $95,126	864 Added 3.43%	26,052 $2.87 Million
Q1 2025 May 09, 2025	BUY	$92.45 - $106.69 $730,447 - $842,957	7,901 Added 45.7%	25,188 $2.34 Million
Q4 2024 Feb 04, 2025	BUY	$94.43 - $105.47 $35,883 - $40,078	380 Added 2.25%	17,287 $1.76 Million
Q3 2024 Nov 12, 2024	BUY	$84.77 - $97.13 $423,426 - $485,164	4,995 Added 41.93%	16,907 $1.62 Million

Q2 2024 Aug 01, 2024	SELL	$79.31 - $93.31 $96,520 - $113,558	-1,217 Reduced 9.27%	11,912 $1.1 Million
Q1 2024 May 06, 2024	BUY	$72.87 - $85.14 $184,069 - $215,063	2,526 Added 23.82%	13,129 $1.11 Million
Q4 2023 Jan 29, 2024	BUY	$65.78 - $75.4 $697,465 - $799,466	10,603 New	10,603 $796,000

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

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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