Watts Gwilliam & Co., LLC Ishares S&P 500 Growth ETF Transaction History

Watts Gwilliam & Co., LLC

$668 Million
Q3 2025

A detailed history of Watts Gwilliam & Co., LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Watts Gwilliam & Co., LLC holds 134,238 shares of IVW stock, worth $16.2 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares

134,238

Previous 133,975 0.2%

Holding current value

$16.2 Million

Previous $14.8 Million 9.86%

% of portfolio

2.42%

Previous 2.59%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 21, 2025	BUY	$108.97 - $121.65 $28,659 - $31,993	263 Added 0.2%	134,238 $16.2 Million
Q2 2025 Sep 19, 2025	BUY	$82.96 - $110.1 $522,399 - $693,299	6,297 Added 4.93%	133,975 $14.8 Million
Q1 2025 May 13, 2025	BUY	$92.45 - $106.69 $763,821 - $881,472	8,262 Added 6.92%	127,678 $11.9 Million
Q4 2024 Jan 08, 2025	BUY	$94.43 - $105.47 $692,549 - $773,516	7,334 Added 6.54%	119,416 $12.2 Billion
Q3 2024 Oct 09, 2024	SELL	$84.77 - $97.13 $312,038 - $357,535	-3,681 Reduced 3.18%	112,082 $10.8 Billion

Q1 2024 May 15, 2024	BUY	$72.87 - $85.14 $8.44 Million - $9.86 Million	115,763 New	115,763 $9.87 Billion

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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Watts Gwilliam & Co., LLC Ishares S&P 500 Growth ETF Transaction History