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

Octavia Wealth Advisors, LLC

  • $990 Million
  • Q3 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 2,621 shares of IVW stock, worth $317,245. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,621
Previous 2,813 6.83%
Holding current value
$317,245
Previous $309,000 2.27%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 27, 2025
SELL
$108.97 - $121.65 $20,922 - $23,356
-192 Reduced 6.83%
2,621 $316,000
Q2 2025

Jul 15, 2025
BUY
$82.96 - $110.1 $4,728 - $6,275
57 Added 2.07%
2,813 $309,000
Q1 2025

Apr 14, 2025
BUY
$92.45 - $106.69 $38,551 - $44,489
417 Added 17.83%
2,756 $255,000
Q4 2024

Jan 17, 2025
SELL
$94.43 - $105.47 $7,932 - $8,859
-84 Reduced 3.47%
2,339 $237,000
Q3 2024

Oct 10, 2024
BUY
$84.77 - $97.13 $205,397 - $235,345
2,423 New
2,423 $232,000
Q1 2024

Apr 15, 2024
BUY
$72.87 - $85.14 $385,045 - $449,879
5,284 New
5,284 $446,000

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

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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