West Wealth Group, LLC Ishares S&P 500 Growth ETF Transaction History

West Wealth Group, LLC

$394 Million
Q3 2025

A detailed history of West Wealth Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, West Wealth Group, LLC holds 421,069 shares of IVW stock, worth $51 Million. This represents 12.9% of its overall portfolio holdings.

Number of Shares

421,069

Previous 419,087 0.47%

Holding current value

$51 Million

Previous $46.1 Million 10.16%

% of portfolio

12.9%

Previous 12.57%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$108.97 - $121.65 $215,978 - $241,110	1,982 Added 0.47%	421,069 $50.8 Million
Q2 2025 Aug 13, 2025	SELL	$82.96 - $110.1 $10.3 Million - $13.6 Million	-123,805 Reduced 22.8%	419,087 $46.1 Million
Q1 2025 May 05, 2025	BUY	$92.45 - $106.69 $758,459 - $875,284	8,204 Added 1.53%	542,892 $50.4 Million
Q4 2024 Jan 22, 2025	BUY	$94.43 - $105.47 $2.14 Million - $2.4 Million	22,711 Added 4.44%	534,688 $54.3 Million
Q3 2024 Oct 23, 2024	BUY	$84.77 - $97.13 $2.19 Million - $2.51 Million	25,849 Added 5.32%	511,977 $49 Million

Q2 2024 Aug 01, 2024	BUY	$79.31 - $93.31 $4.5 Million - $5.29 Million	56,712 Added 13.21%	486,128 $45 Million
Q1 2024 May 08, 2024	BUY	$72.87 - $85.14 $26 Million - $30.3 Million	356,397 Added 488.09%	429,416 $36.3 Million
Q4 2023 Jan 18, 2024	BUY	$65.78 - $75.4 $202,470 - $232,081	3,078 Added 4.4%	73,019 $5.48 Million
Q3 2023 Oct 06, 2023	BUY	$68.05 - $72.66 $4.76 Million - $5.08 Million	69,941 New	69,941 $4.79 Million

Others Institutions Holding IVW

# of Institutions

2,176

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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West Wealth Group, LLC Ishares S&P 500 Growth ETF Transaction History