Plan Group Financial, LLC Ishares S&P 500 Growth ETF Transaction History

Plan Group Financial, LLC

  • $355 Million
  • Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Plan Group Financial, LLC holds 2,264 shares of IVW stock, worth $274,034. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,264
Previous 2,007 12.81%
Holding current value
$274,034
Previous $220,000 24.09%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 27, 2025
BUY
$108.97 - $121.65 $28,005 - $31,264
257 Added 12.81%
2,264 $273,000
Q2 2025

Aug 13, 2025
BUY
$82.96 - $110.1 $166,500 - $220,970
2,007 New
2,007 $220,000
Q4 2024

Jan 31, 2025
SELL
$94.43 - $105.47 $9,631 - $10,757
-102 Reduced 4.84%
2,007 $203,000
Q3 2024

Oct 22, 2024
BUY
$84.77 - $97.13 $178,779 - $204,847
2,109 New
2,109 $201,000

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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