A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 28,124 shares of IVW stock, worth $2.96 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
28,124
Previous 29,514 4.71%
Holding current value
$2.96 Million
Previous $2.73 Billion 1.41%
% of portfolio
0.36%
Previous 0.4%

Shares

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

Oct 07, 2024

SELL
$84.77 - $97.13 $117,830 - $135,010
-1,390 Reduced 4.71%
28,124 $2.69 Billion
Q2 2024

Jul 29, 2024

BUY
$79.31 - $93.31 $60,513 - $71,195
763 Added 2.65%
29,514 $2.73 Billion
Q1 2024

Apr 22, 2024

SELL
$72.87 - $85.14 $187,057 - $218,554
-2,567 Reduced 8.2%
28,751 $2.43 Billion
Q4 2023

Jan 22, 2024

BUY
$65.78 - $75.4 $2,696 - $3,091
41 Added 0.13%
31,318 $2.35 Billion
Q3 2023

Oct 10, 2023

SELL
$68.05 - $72.66 $84,586 - $90,316
-1,243 Reduced 3.82%
31,277 $2.14 Billion
Q2 2023

Jul 12, 2023

SELL
$63.21 - $70.48 $18,773 - $20,932
-297 Reduced 0.91%
32,520 $2.29 Billion
Q1 2023

Jun 27, 2023

BUY
$57.25 - $63.89 $311,211 - $347,306
5,436 Added 19.85%
32,817 $2.1 Billion
Q4 2022

Jun 27, 2023

BUY
$56.73 - $63.56 $275,197 - $308,329
4,851 Added 21.53%
27,381 $1.6 Billion
Q2 2022

Jun 27, 2023

SELL
$58.13 - $77.8 $25,867 - $34,621
-445 Reduced 1.94%
22,530 $1.36 Billion
Q1 2022

Jun 27, 2023

SELL
$68.33 - $84.32 $142,468 - $175,807
-2,085 Reduced 8.32%
22,975 $1.75 Billion
Q4 2021

Jun 26, 2023

BUY
$73.18 - $84.81 $1.83 Million - $2.13 Million
25,060 New
25,060 $2.1 Billion

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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