Burkett Financial Services, LLC Ishares S&P 500 Growth ETF Transaction History

Burkett Financial Services, LLC

  • $242 Billion
  • Q3 2024

A detailed history of Burkett Financial Services, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Burkett Financial Services, LLC holds 7,839 shares of IVW stock, worth $811,963. This represents 0.31% of its overall portfolio holdings.

Number of Shares
7,839
Previous 10,599 26.04%
Holding current value
$811,963
Previous $981 Million 23.47%
% of portfolio
0.31%
Previous 0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$84.77 - $97.13 $233,965 - $268,078
-2,760 Reduced 26.04%
7,839 $751 Million
Q2 2024

Jul 10, 2024
SELL
$79.31 - $93.31 $74,075 - $87,151
-934 Reduced 8.1%
10,599 $981 Million
Q1 2024

Apr 01, 2024
SELL
$72.87 - $85.14 $114,843 - $134,180
-1,576 Reduced 12.02%
11,533 $974 Million
Q4 2023

Feb 12, 2024
BUY
$65.78 - $75.4 $862,310 - $988,418
13,109 New
13,109 $985 Million

Others Institutions Holding IVW

# of Institutions
1,824
Shares Held
417M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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