Aveo Capital Partners, LLC Ishares S&P 500 Growth ETF Transaction History

Aveo Capital Partners, LLC

$856 Million
Q4 2024

A detailed history of Aveo Capital Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 10,605 shares of IVW stock, worth $1.07 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

10,605

Previous 10,968 3.31%

Holding current value

$1.07 Million

Previous $1.05 Million 2.48%

% of portfolio

0.13%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$94.43 - $105.47 $34,278 - $38,285	-363 Reduced 3.31%	10,605 $1.08 Million
Q3 2024 Nov 12, 2024	SELL	$84.77 - $97.13 $27,041 - $30,984	-319 Reduced 2.83%	10,968 $1.05 Million
Q2 2024 Aug 02, 2024	BUY	$79.31 - $93.31 $164,488 - $193,524	2,074 Added 22.51%	11,287 $1.04 Million
Q1 2024 May 06, 2024	BUY	$72.87 - $85.14 $190,263 - $222,300	2,611 Added 39.55%	9,213 $777,000
Q4 2023 Feb 06, 2024	BUY	$65.78 - $75.4 $51,242 - $58,736	779 Added 13.38%	6,602 $495,000
Q3 2023 Nov 06, 2023	BUY	$68.05 - $72.66 $104,933 - $112,041	1,542 Added 36.02%	5,823 $398,000
Q2 2023 Aug 08, 2023	BUY	$63.21 - $70.48 $270,602 - $301,724	4,281 New	4,281 $301,000
Q2 2018 Aug 14, 2018	SELL	$37.83 - $42.01 $65,975 - $73,265	-1,744 Closed	0 $0
Q1 2018 May 11, 2018	BUY	$37.4 - $41.49 $65,225 - $72,358	1,744 New	1,744 $270,000

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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Aveo Capital Partners, LLC Ishares S&P 500 Growth ETF Transaction History