Trail Ridge Investment Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Trail Ridge Investment Advisors, LLC

  • $220 Million
  • Q4 2025

A detailed history of Trail Ridge Investment Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Trail Ridge Investment Advisors, LLC holds 3,827 shares of IVW stock, worth $463,220. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,827
Previous 4,046 5.41%
Holding current value
$463,220
Previous $488,000 5.12%
% of portfolio
0.21%
Previous 0.23%

Shares

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

Jan 28, 2026
SELL
$118.29 - $126.28 $25,905 - $27,655
-219 Reduced 5.41%
3,827 $463,000
Q3 2025

Oct 20, 2025
BUY
$108.97 - $121.65 $29,966 - $33,453
275 Added 7.29%
4,046 $488,000
Q2 2025

Aug 04, 2025
SELL
$82.96 - $110.1 $30,031 - $39,856
-362 Reduced 8.76%
3,771 $415,000
Q1 2025

May 01, 2025
BUY
$92.45 - $106.69 $28,567 - $32,967
309 Added 8.08%
4,133 $383,000
Q4 2024

Feb 07, 2025
BUY
$94.43 - $105.47 $8,215 - $9,175
87 Added 2.33%
3,824 $388,000
Q3 2024

Oct 24, 2024
BUY
$84.77 - $97.13 $20,768 - $23,796
245 Added 7.02%
3,737 $357,000
Q2 2024

Aug 14, 2024
BUY
$79.31 - $93.31 $276,950 - $325,838
3,492 New
3,492 $323,000
Q3 2022

Nov 14, 2022
SELL
$57.85 - $71.43 $163,889 - $202,361
-2,833 Reduced 46.71%
3,232 $202,000
Q2 2022

Aug 02, 2022
SELL
$58.13 - $77.8 $481,200 - $644,028
-8,278 Reduced 57.71%
6,065 $366,000
Q1 2022

May 16, 2022
SELL
$68.33 - $84.32 $64,025 - $79,007
-937 Reduced 6.13%
14,343 $1.1 Million
Q4 2021

Feb 14, 2022
BUY
$73.18 - $84.81 $1.12 Million - $1.3 Million
15,280 New
15,280 $1.28 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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