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

Summit Wealth Group, LLC

  • $398 Million
  • Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 2,223 shares of IVW stock, worth $269,071. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,223
Previous 2,223 -0.0%
Holding current value
$269,071
Previous $245,000 9.39%
% of portfolio
0.07%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$79.31 - $93.31 $176,306 - $207,428
2,223 New
2,223 $206,000
Q1 2023

May 10, 2023
BUY
$57.25 - $63.89 $8.13 Million - $9.07 Million
142,027 New
142,027 $2,000

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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