Beverly Hills Private Wealth, LLC Ishares S&P 500 Growth ETF Transaction History

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q3 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 6,315 shares of IVW stock, worth $654,107. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,315
Previous 9,089 30.52%
Holding current value
$654,107
Previous $841 Million 28.11%
% of portfolio
0.12%
Previous 0.18%

Shares

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

Nov 12, 2024
SELL
$84.77 - $97.13 $235,151 - $269,438
-2,774 Reduced 30.52%
6,315 $605 Million
Q2 2024

Aug 07, 2024
BUY
$79.31 - $93.31 $221,195 - $260,241
2,789 Added 44.27%
9,089 $841 Million
Q1 2024

May 08, 2024
BUY
$72.87 - $85.14 $255,190 - $298,160
3,502 Added 125.16%
6,300 $532 Million
Q4 2023

Jan 29, 2024
SELL
$65.78 - $75.4 $17,760 - $20,358
-270 Reduced 8.8%
2,798 $210 Million
Q3 2023

Nov 08, 2023
SELL
$68.05 - $72.66 $235,861 - $251,839
-3,466 Reduced 53.05%
3,068 $210 Million
Q2 2023

Aug 09, 2023
BUY
$63.21 - $70.48 $413,014 - $460,516
6,534 New
6,534 $461 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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