Choate Investment Advisors Ishares S&P 500 Growth ETF Transaction History

Choate Investment Advisors

$4.12 Billion
Q4 2024

A detailed history of Choate Investment Advisors transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Choate Investment Advisors holds 24,887 shares of IVW stock, worth $2.65 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

24,887

Previous 24,887 -0.0%

Holding current value

$2.65 Million

Previous $2.38 Million 6.05%

% of portfolio

0.06%

Previous 0.06%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$84.77 - $97.13 $847 - $971	-10 Reduced 0.04%	24,887 $2.38 Million
Q1 2024 May 07, 2024	SELL	$72.87 - $85.14 $1,821 - $2,128	-25 Reduced 0.1%	24,897 $2.1 Million
Q4 2023 Feb 14, 2024	SELL	$65.78 - $75.4 $2,960 - $3,393	-45 Reduced 0.18%	24,922 $1.87 Million
Q3 2023 Oct 30, 2023	SELL	$68.05 - $72.66 $200,815 - $214,419	-2,951 Reduced 10.57%	24,967 $1.71 Million
Q2 2023 Aug 01, 2023	SELL	$63.21 - $70.48 $299,172 - $333,581	-4,733 Reduced 14.5%	27,918 $1.97 Million
Q1 2023 May 15, 2023	SELL	$57.25 - $63.89 $175 Million - $195 Million	-3,050,685 Reduced 98.94%	32,651 $2.09 Million
Q4 2022 Feb 14, 2023	BUY	$56.73 - $63.56 $172 Million - $193 Million	3,033,958 Added 6144.35%	3,083,336 $180 Million
Q3 2022 Nov 14, 2022	BUY	$57.85 - $71.43 $936,533 - $1.16 Million	16,189 Added 48.78%	49,378 $2.86 Million
Q2 2022 Aug 11, 2022	SELL	$58.13 - $77.8 $19,764 - $26,452	-340 Reduced 1.01%	33,189 $2 Million
Q4 2021 Feb 07, 2022	SELL	$73.18 - $84.81 $46,103 - $53,430	-630 Reduced 1.84%	33,529 $2.81 Million
Q3 2021 Nov 04, 2021	SELL	$72.99 - $79.0 $4,379 - $4,740	-60 Reduced 0.18%	34,159 $2.52 Million
Q2 2021 Jul 30, 2021	SELL	$65.96 - $72.81 $64,970 - $71,717	-985 Reduced 2.8%	34,219 $2.49 Million
Q1 2021 May 07, 2021	BUY	$61.43 - $67.25 $600,048 - $656,898	9,768 Added 38.4%	35,204 $2.29 Million
Q4 2020 Feb 08, 2021	BUY	$56.17 - $63.82 $1.06 Million - $1.2 Million	18,791 Added 282.78%	25,436 $1.62 Million
Q3 2020 Oct 26, 2020	SELL	$52.42 - $62.43 $8,125 - $9,676	-155 Reduced 2.28%	6,645 $1.54 Million
Q2 2020 Jul 23, 2020	SELL	$39.5 - $52.48 $6,833 - $9,079	-173 Reduced 2.48%	6,800 $1.41 Million
Q2 2019 Aug 14, 2019	BUY	$41.95 - $45.26 $8,390 - $9,052	200 Added 2.95%	6,973 $1.25 Million
Q1 2019 Apr 29, 2019	BUY	$36.63 - $43.33 $97,069 - $114,824	2,650 Added 64.27%	6,773 $1.17 Million
Q4 2018 Feb 14, 2019	BUY	$35.15 - $44.43 $144,923 - $183,184	4,123 New	4,123 $621,000
Q3 2018 Nov 14, 2018	SELL	$40.58 - $44.29 $278,297 - $303,740	-6,858 Closed	0 $0
Q2 2018 Jul 30, 2018	SELL	$37.83 - $42.01 $1,134 - $1,260	-30 Reduced 0.44%	6,858 $1.12 Million
Q4 2017 Feb 14, 2018	SELL	$35.95 - $38.73 $359 - $387	-10 Reduced 0.14%	6,888 $0
Q3 2017 Nov 14, 2017	BUY	$35.46 - $35.85 $244,603 - $247,293	6,898	6,898 $0

Others Institutions Holding IVW

# of Institutions

1,984

Shares Held

429M

Call Options Held

287K

Put Options Held

96.1K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Choate Investment Advisors Ishares S&P 500 Growth ETF Transaction History