Wr Wealth Planners, LLC Ishares S&P 500 Growth ETF Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 8,522 shares of IVW stock, worth $843,763. This represents 0.29% of its overall portfolio holdings.

Number of Shares

8,522

Previous 20,610 58.65%

Holding current value

$843,763

Previous $1.97 Million 56.16%

% of portfolio

0.29%

Previous 0.57%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$94.43 - $105.47 $1.14 Million - $1.27 Million	-12,088 Reduced 58.65%	8,522 $865,000
Q3 2024 Oct 17, 2024	BUY	$84.77 - $97.13 $1.46 Million - $1.67 Million	17,201 Added 504.58%	20,610 $1.97 Million
Q2 2024 Jul 31, 2024	BUY	$79.31 - $93.31 $112,699 - $132,593	1,421 Added 71.48%	3,409 $315,000
Q1 2024 Jul 31, 2024	SELL	$72.87 - $85.14 $493,694 - $576,823	-6,775 Reduced 77.31%	1,988 $167,000
Q4 2023 Jul 30, 2024	BUY	$65.78 - $75.4 $576,430 - $660,730	8,763 New	8,763 $658,000
Q3 2023 Aug 01, 2024	BUY	$68.05 - $72.66 $509,626 - $544,150	7,489 Added 2377.46%	7,804 $534 Million
Q2 2023 Aug 01, 2024	SELL	$63.21 - $70.48 $195,571 - $218,065	-3,094 Reduced 90.76%	315 $22.2 Million
Q1 2023 Aug 01, 2024	SELL	$57.25 - $63.89 $185,890 - $207,450	-3,247 Reduced 95.25%	162 $10.4 Million
Q3 2022 Oct 10, 2024	SELL	$57.85 - $71.43 $195,243 - $241,076	-3,375 Reduced 99.0%	34 $1.97 Million
Q1 2022 Oct 17, 2024	SELL	$68.33 - $84.32 $1.41 Million - $1.73 Million	-20,576 Reduced 99.84%	34 $2.6 Million

Others Institutions Holding IVW

# of Institutions

2,005

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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Wr Wealth Planners, LLC Ishares S&P 500 Growth ETF Transaction History