Steel Peak Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History

Steel Peak Wealth Management LLC

  • $2.87 Billion
  • Q4 2025

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 280,519 shares of IVW stock, worth $34 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
280,519
Previous 283,423 1.02%
Holding current value
$34 Million
Previous $34.2 Million 0.76%
% of portfolio
1.18%
Previous 1.2%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$118.29 - $126.28 $343,514 - $366,717
-2,904 Reduced 1.02%
280,519 $34 Million
Q3 2025

Oct 21, 2025
SELL
$108.97 - $121.65 $1.03 Million - $1.14 Million
-9,408 Reduced 3.21%
283,423 $34.2 Million
Q2 2025

Jul 22, 2025
SELL
$82.96 - $110.1 $2.23 Million - $2.95 Million
-26,834 Reduced 8.39%
292,831 $32.2 Million
Q1 2025

Apr 30, 2025
BUY
$92.45 - $106.69 $1.8 Million - $2.08 Million
19,486 Added 6.49%
319,665 $29.7 Million
Q4 2024

Jan 22, 2025
SELL
$94.43 - $105.47 $1.17 Million - $1.31 Million
-12,404 Reduced 3.97%
300,179 $30.5 Million
Q3 2024

Oct 25, 2024
SELL
$84.77 - $97.13 $981,297 - $1.12 Million
-11,576 Reduced 3.57%
312,583 $29.9 Million
Q2 2024

Jul 16, 2024
BUY
$79.31 - $93.31 $10.6 Million - $12.5 Million
134,087 Added 70.55%
324,159 $30 Million
Q1 2024

Apr 17, 2024
BUY
$72.87 - $85.14 $8.82 Million - $10.3 Million
121,065 Added 175.44%
190,072 $16 Million
Q4 2023

Jan 23, 2024
BUY
$65.78 - $75.4 $136,822 - $156,832
2,080 Added 3.11%
69,007 $5.18 Million
Q3 2023

Nov 02, 2023
BUY
$68.05 - $72.66 $4.55 Million - $4.86 Million
66,927 New
66,927 $4.58 Million

Others Institutions Holding IVW

# of Institutions
2,199
Shares Held
416M
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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