A detailed history of Abound Wealth Management transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Abound Wealth Management holds 882 shares of IVW stock, worth $92,724. This represents 0.03% of its overall portfolio holdings.

Number of Shares
882
Previous 881 0.11%
Holding current value
$92,724
Previous $81.5 Million 3.58%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 04, 2024

BUY
$84.77 - $97.13 $84 - $97
1 Added 0.11%
882 $84.4 Million
Q2 2024

Aug 09, 2024

BUY
$79.31 - $93.31 $79 - $93
1 Added 0.11%
881 $81.5 Million
Q4 2023

Aug 08, 2024

BUY
$65.78 - $75.4 $263 - $301
4 Added 0.46%
880 $66.1 Million
Q2 2023

Aug 08, 2024

BUY
$63.21 - $70.48 $126 - $140
2 Added 0.23%
876 $61.7 Million
Q1 2023

Aug 07, 2024

BUY
$57.25 - $63.89 $50,036 - $55,839
874 New
874 $55.9 Million
Q4 2022

Aug 07, 2024

BUY
$56.73 - $63.56 $56 - $63
1 Added 0.11%
872 $51 Million
Q3 2022

Aug 07, 2024

SELL
$57.85 - $71.43 $173 - $214
-3 Reduced 0.34%
871 $50.4 Million
Q2 2022

Aug 12, 2024

BUY
$58.13 - $77.8 $1,046 - $1,400
18 Added 2.04%
899 $54.3 Million
Q1 2022

Aug 12, 2024

SELL
$68.33 - $84.32 $68 - $84
-1 Reduced 0.43%
232 $17.7 Million
Q4 2021

Aug 12, 2024

SELL
$73.18 - $84.81 $47,420 - $54,956
-648 Reduced 73.55%
233 $19.5 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Abound Wealth Management Portfolio

Follow Abound Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Abound Wealth Management with notifications on news.