A detailed history of Clearstead Trust, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Clearstead Trust, LLC holds 1,168 shares of IVW stock, worth $122,873. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,168
Previous 2,053 43.11%
Holding current value
$122,873
Previous $189,000 41.27%
% of portfolio
0.03%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$84.77 - $97.13 $75,021 - $85,960
-885 Reduced 43.11%
1,168 $111,000
Q3 2023

Nov 13, 2023

BUY
$68.05 - $72.66 $126,436 - $135,002
1,858 Added 952.82%
2,053 $140,000
Q2 2023

Aug 08, 2023

BUY
$63.21 - $70.48 $12,325 - $13,743
195 New
195 $13,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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