Wealth Plan Investment Management, LLC Ishares S&P 500 Growth ETF Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 17,584 shares of IVW stock, worth $1.79 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

17,584

Previous 21,617 18.66%

Holding current value

$1.79 Million

Previous $2.07 Million 13.73%

% of portfolio

0.19%

Previous 0.22%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$94.43 - $105.47 $380,836 - $425,360	-4,033 Reduced 18.66%	17,584 $1.79 Million
Q3 2024 Nov 05, 2024	BUY	$84.77 - $97.13 $1.56 Million - $1.78 Million	18,359 Added 563.51%	21,617 $2.07 Million
Q2 2024 Aug 09, 2024	BUY	$79.31 - $93.31 $158 - $186	2 Added 0.06%	3,258 $301,000
Q1 2024 May 16, 2024	SELL	$72.87 - $85.14 $13,189 - $15,410	-181 Reduced 5.27%	3,256 $274,000
Q4 2023 Jan 05, 2024	SELL	$65.78 - $75.4 $17,760 - $20,358	-270 Reduced 7.28%	3,437 $258,000
Q3 2023 Nov 15, 2023	SELL	$68.05 - $72.66 $3.08 Million - $3.29 Million	-45,232 Reduced 92.43%	3,707 $253,000
Q3 2023 Nov 09, 2023	BUY	$68.05 - $72.66 $3.15 Million - $3.36 Million	46,311 Added 1762.21%	48,939 $3.35 Million
Q2 2023 Aug 14, 2023	BUY	$63.21 - $70.48 $161,754 - $180,358	2,559 Added 3708.7%	2,628 $185,000
Q2 2023 Jul 25, 2023	SELL	$63.21 - $70.48 $218,959 - $244,142	-3,464 Reduced 98.05%	69 $4,000
Q1 2023 May 08, 2023	SELL	$57.25 - $63.89 $2.7 Million - $3.02 Million	-47,221 Reduced 93.04%	3,533 $225,000
Q4 2022 Feb 15, 2023	SELL	$56.73 - $63.56 $6.36 Million - $7.12 Million	-112,068 Reduced 68.83%	50,754 $2.97 Million
Q3 2022 Dec 12, 2022	SELL	$57.85 - $71.43 $39,800 - $49,143	-688 Reduced 0.42%	162,822 $9.88 Million
Q1 2022 Sep 07, 2022	BUY	$68.33 - $84.32 $11.2 Million - $13.8 Million	163,510 New	163,510 $10.9 Million

Others Institutions Holding IVW

# of Institutions

2,002

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Wealth Plan Investment Management, LLC Ishares S&P 500 Growth ETF Transaction History