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

Bms Financial Advisors, LLC

  • $148 Million
  • Q2 2023

A detailed history of Bms Financial Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 4,731 shares of IVW stock, worth $482,609. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,731
Previous 3,379 40.01%
Holding current value
$482,609
Previous $215,000 54.88%
% of portfolio
0.23%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
BUY
$63.21 - $70.48 $85,459 - $95,288
1,352 Added 40.01%
4,731 $333,000
Q1 2023

Apr 10, 2023
BUY
$57.25 - $63.89 $42,193 - $47,086
737 Added 27.9%
3,379 $215,000
Q4 2022

Jan 19, 2023
BUY
$56.73 - $63.56 $149,880 - $167,925
2,642 New
2,642 $0
Q2 2022

Jul 11, 2022
SELL
$58.13 - $77.8 $7.2 Million - $9.64 Million
-123,874 Reduced 97.91%
2,642 $221,000
Q1 2022

May 11, 2022
BUY
$68.33 - $84.32 $8.46 Million - $10.4 Million
123,874 Added 4688.64%
126,516 $9.66 Million
Q4 2021

May 11, 2022
BUY
$73.18 - $84.81 $193,341 - $224,068
2,642 New
2,642 $221,000

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

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