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

Aprio Wealth Management, LLC

$631 Million
Q4 2024

A detailed history of Aprio Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 10,027 shares of IVW stock, worth $1.01 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

10,027

Previous 10,027 -0.0%

Holding current value

$1.01 Million

Previous $960,000 6.04%

% of portfolio

0.16%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	SELL	$79.31 - $93.31 $44,017 - $51,787	-555 Reduced 5.24%	10,027 $927,000
Q1 2024 Apr 10, 2024	BUY	$72.87 - $85.14 $40,442 - $47,252	555 Added 5.54%	10,582 $893,000
Q4 2023 Jan 17, 2024	BUY	$65.78 - $75.4 $2,039 - $2,337	31 Added 0.31%	10,027 $753,000
Q2 2023 Jul 13, 2023	SELL	$63.21 - $70.48 $39,695 - $44,261	-628 Reduced 5.91%	9,996 $704,000
Q1 2023 Apr 14, 2023	SELL	$57.25 - $63.89 $5,152 - $5,750	-90 Reduced 0.84%	10,624 $678,000
Q4 2022 Jan 11, 2023	SELL	$56.73 - $63.56 $14,295 - $16,017	-252 Reduced 2.3%	10,714 $0
Q3 2022 Oct 13, 2022	BUY	$57.85 - $71.43 $634,383 - $783,301	10,966 New	10,966 $634,000

Others Institutions Holding IVW

# of Institutions

2,003

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