Bellwether Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Bellwether Advisors, LLC

$507 Million
Q3 2024

A detailed history of Bellwether Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Bellwether Advisors, LLC holds 17,420 shares of IVW stock, worth $1.79 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

17,420

Previous 16,979 2.6%

Holding current value

$1.79 Million

Previous $1.57 Million 6.11%

% of portfolio

0.33%

Previous 0.34%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$84.77 - $97.13 $37,383 - $42,834	441 Added 2.6%	17,420 $1.67 Million
Q2 2024 Jul 31, 2024	BUY	$79.31 - $93.31 $48,458 - $57,012	611 Added 3.73%	16,979 $1.57 Million
Q1 2024 May 06, 2024	BUY	$72.87 - $85.14 $17,270 - $20,178	237 Added 1.47%	16,368 $1.38 Million
Q4 2023 Jan 12, 2024	SELL	$65.78 - $75.4 $16,971 - $19,453	-258 Reduced 1.57%	16,131 $1.21 Million
Q3 2023 Oct 27, 2023	SELL	$68.05 - $72.66 $5,920 - $6,321	-87 Reduced 0.53%	16,389 $1.12 Million
Q2 2023 Aug 04, 2023	SELL	$63.21 - $70.48 $8,786 - $9,796	-139 Reduced 0.84%	16,476 $1.16 Million
Q1 2023 May 05, 2023	SELL	$57.25 - $63.89 $106,427 - $118,771	-1,859 Reduced 10.06%	16,615 $1.06 Million
Q4 2022 Feb 13, 2023	BUY	$56.73 - $63.56 $120,267 - $134,747	2,120 Added 12.96%	18,474 $1.08 Million
Q3 2022 Nov 14, 2022	SELL	$57.85 - $71.43 $400,032 - $493,938	-6,915 Reduced 29.72%	16,354 $946,000
Q2 2022 Aug 05, 2022	SELL	$58.13 - $77.8 $443,066 - $592,991	-7,622 Reduced 24.67%	23,269 $1.4 Million
Q1 2022 Apr 29, 2022	SELL	$68.33 - $84.32 $47,011 - $58,012	-688 Reduced 2.18%	30,891 $2.36 Million
Q4 2021 Jan 28, 2022	SELL	$73.18 - $84.81 $31,540 - $36,553	-431 Reduced 1.35%	31,579 $2.64 Million
Q3 2021 Nov 12, 2021	SELL	$72.99 - $79.0 $108,390 - $117,315	-1,485 Reduced 4.43%	32,010 $2.37 Million
Q2 2021 Aug 10, 2021	BUY	$65.96 - $72.81 $443,053 - $489,064	6,717 Added 25.08%	33,495 $2.44 Million
Q1 2021 May 06, 2021	BUY	$61.43 - $67.25 $485,174 - $531,140	7,898 Added 41.83%	26,778 $1.74 Million
Q4 2020 Jan 29, 2021	BUY	$56.17 - $63.82 $1.06 Million - $1.2 Million	18,880 New	18,880 $1.2 Million

Others Institutions Holding IVW

# of Institutions

1,824

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bellwether Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bellwether Advisors, LLC with notifications on news.

Account

Bellwether Advisors, LLC Ishares S&P 500 Growth ETF Transaction History