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

Lji Wealth Management, LLC

$489 Billion
Q3 2024

A detailed history of Lji Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lji Wealth Management, LLC holds 4,594 shares of IVW stock, worth $475,846. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,594

Previous 4,591 0.07%

Holding current value

$475,846

Previous $425 Million 3.54%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$84.77 - $97.13 $254 - $291	3 Added 0.07%	4,594 $440 Million
Q2 2024 Aug 12, 2024	BUY	$79.31 - $93.31 $158 - $186	2 Added 0.04%	4,591 $425 Million
Q1 2024 May 15, 2024	BUY	$72.87 - $85.14 $145 - $170	2 Added 0.04%	4,589 $388 Million
Q4 2023 Feb 13, 2024	BUY	$65.78 - $75.4 $789 - $904	12 Added 0.26%	4,587 $345 Million
Q2 2023 Feb 02, 2024	BUY	$63.21 - $70.48 $252 - $281	4 Added 0.09%	4,575 $322 Million
Q1 2023 Feb 02, 2024	BUY	$57.25 - $63.89 $343 - $383	6 Added 0.13%	4,571 $292 Million
Q4 2022 Jan 02, 2024	BUY	$56.73 - $63.56 $258,972 - $290,151	4,565 New	4,565 $267 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

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Account

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