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

Avitas Wealth Management LLC

  • $708 Million
  • Q4 2024

A detailed history of Avitas Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Avitas Wealth Management LLC holds 139,077 shares of IVW stock, worth $14.6 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
139,077
Previous 139,953 0.63%
Holding current value
$14.6 Million
Previous $13.4 Million 5.37%
% of portfolio
1.99%
Previous 1.91%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$94.43 - $105.47 $82,720 - $92,391
-876 Reduced 0.63%
139,077 $14.1 Million
Q3 2024

Oct 25, 2024
BUY
$84.77 - $97.13 $2,797 - $3,205
33 Added 0.02%
139,953 $13.4 Million
Q2 2024

Jul 24, 2024
SELL
$79.31 - $93.31 $44,810 - $52,720
-565 Reduced 0.4%
139,920 $12.9 Million
Q1 2024

Apr 24, 2024
SELL
$72.87 - $85.14 $3.54 Million - $4.14 Million
-48,608 Reduced 25.71%
140,485 $11.9 Million
Q4 2023

Jan 24, 2024
BUY
$65.78 - $75.4 $44,269 - $50,744
673 Added 0.36%
189,093 $14.2 Million
Q3 2023

Nov 02, 2023
SELL
$68.05 - $72.66 $256,616 - $274,000
-3,771 Reduced 1.96%
188,420 $12.9 Million
Q2 2023

Jul 18, 2023
SELL
$63.21 - $70.48 $121,552 - $135,533
-1,923 Reduced 0.99%
192,191 $13.5 Million
Q1 2023

May 15, 2023
SELL
$57.25 - $63.89 $3.52 Million - $3.93 Million
-61,479 Reduced 24.05%
194,114 $12.4 Million
Q4 2022

Jan 10, 2023
BUY
$56.73 - $63.56 $2.14 Million - $2.4 Million
37,809 Added 17.36%
255,593 $0
Q3 2022

Oct 27, 2022
BUY
$57.85 - $71.43 $12.6 Million - $15.6 Million
217,784 New
217,784 $12.6 Million

Others Institutions Holding IVW

# of Institutions
1,956
Shares Held
424M
Call Options Held
352K
Put Options Held
116K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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