Triad Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History

Triad Wealth Partners, LLC

$775 Billion
Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 210,875 shares of IVW stock, worth $25.5 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares

210,875

Previous 174,383 20.93%

Holding current value

$25.5 Million

Previous $19.2 Billion 32.59%

% of portfolio

3.28%

Previous 3.88%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$108.97 - $121.65 $3.98 Million - $4.44 Million	36,492 Added 20.93%	210,875 $25.5 Billion
Q2 2025 Jul 21, 2025	SELL	$82.96 - $110.1 $798,241 - $1.06 Million	-9,622 Reduced 5.23%	174,383 $19.2 Billion
Q1 2025 May 14, 2025	BUY	$92.45 - $106.69 $2.7 Million - $3.12 Million	29,238 Added 18.89%	184,005 $17.1 Billion
Q4 2024 Feb 06, 2025	BUY	$94.43 - $105.47 $8.74 Million - $9.76 Million	92,552 Added 148.76%	154,767 $15.7 Billion
Q3 2024 Oct 21, 2024	BUY	$84.77 - $97.13 $5.22 Million - $5.98 Million	61,596 Added 9950.89%	62,215 $5.96 Billion

Q2 2024 Jul 18, 2024	BUY	$79.31 - $93.31 $49,092 - $57,758	619 New	619 $57.3 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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Triad Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History