United Advisor Group, LLC Ishares S&P 500 Growth ETF Transaction History

United Advisor Group, LLC

$689 Million
Q3 2025

A detailed history of United Advisor Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 5,160 shares of IVW stock, worth $624,566. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,160

Previous 4,946 4.33%

Holding current value

$624,566

Previous $544,000 14.34%

% of portfolio

0.09%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$108.97 - $121.65 $23,319 - $26,033	214 Added 4.33%	5,160 $622,000
Q2 2025 Aug 11, 2025	BUY	$82.96 - $110.1 $43,719 - $58,022	527 Added 11.93%	4,946 $544,000
Q1 2025 Apr 21, 2025	BUY	$92.45 - $106.69 $5,454 - $6,294	59 Added 1.35%	4,419 $410,000
Q4 2024 Feb 24, 2025	BUY	$94.43 - $105.47 $34,372 - $38,391	364 Added 9.11%	4,360 $442,000
Q3 2024 Oct 30, 2024	SELL	$84.77 - $97.13 $111,642 - $127,920	-1,317 Reduced 24.79%	3,996 $382,000

Q2 2024 Aug 08, 2024	BUY	$79.31 - $93.31 $79,072 - $93,030	997 Added 23.1%	5,313 $491,000
Q1 2024 May 14, 2024	SELL	$72.87 - $85.14 $372,584 - $435,320	-5,113 Reduced 54.23%	4,316 $364,000
Q4 2023 Feb 15, 2024	BUY	$65.78 - $75.4 $620,239 - $710,946	9,429 New	9,429 $708,000

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

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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United Advisor Group, LLC Ishares S&P 500 Growth ETF Transaction History