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

Summit Financial Wealth Advisors, LLC

  • $632 Million
  • Q4 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 3,422 shares of IVW stock, worth $414,198. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,422
Previous 8,190 58.22%
Holding current value
$414,198
Previous $988,000 58.1%
% of portfolio
0.07%
Previous 0.16%

Shares

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

Jan 27, 2026
SELL
$118.29 - $126.28 $564,006 - $602,103
-4,768 Reduced 58.22%
3,422 $414,000
Q2 2025

Sep 29, 2025
BUY
$82.96 - $110.1 $51,932 - $68,922
626 Added 8.28%
8,190 $901,000
Q3 2024

Nov 13, 2024
SELL
$84.77 - $97.13 $3,475 - $3,982
-41 Reduced 0.54%
7,564 $724,000
Q1 2024

May 02, 2024
SELL
$72.87 - $85.14 $8,234 - $9,620
-113 Reduced 1.46%
7,605 $642,000
Q1 2023

Apr 10, 2023
SELL
$57.25 - $63.89 $451,588 - $503,964
-7,888 Reduced 50.54%
7,718 $493,000
Q4 2022

Jan 17, 2023
BUY
$56.73 - $63.56 $422,865 - $473,776
7,454 Added 91.44%
15,606 $0
Q2 2022

Jul 26, 2022
BUY
$58.13 - $77.8 $473,875 - $634,225
8,152 New
8,152 $525,000
Q1 2022

May 06, 2022
SELL
$68.33 - $84.32 $557,026 - $687,376
-8,152 Closed
0 $0
Q4 2021

Jan 12, 2022
BUY
$73.18 - $84.81 $596,563 - $691,371
8,152 New
8,152 $681,000
Q2 2021

Aug 09, 2021
SELL
$65.96 - $72.81 $537,705 - $593,547
-8,152 Closed
0 $0
Q1 2021

Apr 23, 2021
BUY
$61.43 - $67.25 $500,777 - $548,222
8,152 New
8,152 $520,000
Q4 2020

Jan 11, 2021
SELL
$56.17 - $63.82 $457,897 - $520,260
-8,152 Closed
0 $0
Q3 2020

Nov 09, 2020
BUY
$52.42 - $62.43 $320,495 - $381,697
6,114 Added 300.0%
8,152 $460,000
Q2 2020

Jul 16, 2020
BUY
$39.5 - $52.48 $80,501 - $106,954
2,038 New
2,038 $439,000
Q3 2017

Nov 06, 2017
SELL
$35.46 - $35.85 $69,927 - $70,696
-1,972 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
1,972
1,972 $270,000

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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