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

Strata Wealth Advisors, LLC

$379 Billion
Q3 2025

A detailed history of Strata Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 1,709 shares of IVW stock, worth $206,857. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,709

Holding current value

$206,857

% of portfolio

0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$108.97 - $121.65 $186,229 - $207,899	1,709 New	1,709 $206 Million
Q4 2024 Jan 31, 2025	SELL	$94.43 - $105.47 $18,697 - $20,883	-198 Reduced 3.5%	5,462 $555 Million
Q3 2024 Nov 13, 2024	SELL	$84.77 - $97.13 $8,053 - $9,227	-95 Reduced 1.65%	5,660 $542 Million
Q2 2024 Aug 14, 2024	SELL	$79.31 - $93.31 $396 - $466	-5 Reduced 0.09%	5,755 $533 Million
Q1 2024 Apr 17, 2024	SELL	$72.87 - $85.14 $42,628 - $49,806	-585 Reduced 9.22%	5,760 $486 Million

Q4 2023 Jan 31, 2024	SELL	$65.78 - $75.4 $20,391 - $23,374	-310 Reduced 4.66%	6,345 $477 Million
Q3 2023 Oct 26, 2023	SELL	$68.05 - $72.66 $2,109 - $2,252	-31 Reduced 0.46%	6,655 $455 Million
Q1 2023 May 10, 2023	SELL	$57.25 - $63.89 $83,699 - $93,407	-1,462 Reduced 17.94%	6,686 $427 Million
Q4 2022 Apr 28, 2023	BUY	$56.73 - $63.56 $462,236 - $517,886	8,148 New	8,148 $477 Million

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

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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