A detailed history of Waldron Private Wealth LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Waldron Private Wealth LLC holds 1,964 shares of IVW stock, worth $237,722. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,964
Holding current value
$237,722
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025

BUY
$108.97 - $121.65 $214,017 - $238,920
1,964 New
1,964 $237,000
Q2 2022

Aug 03, 2022

SELL
$58.13 - $77.8 $200,432 - $268,254
-3,448 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$56.17 - $63.82 $193,674 - $220,051
3,448 New
3,448 $220,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Waldron Private Wealth LLC Portfolio

Follow Waldron Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waldron Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waldron Private Wealth LLC with notifications on news.