Copperleaf Capital, LLC Ishares S&P 500 Growth ETF Transaction History

Copperleaf Capital, LLC

  • $123 Million
  • Q4 2024

A detailed history of Copperleaf Capital, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Copperleaf Capital, LLC holds 49,953 shares of IVW stock, worth $5.06 Million. This represents 4.14% of its overall portfolio holdings.

Number of Shares
49,953
Previous 33,951 47.13%
Holding current value
$5.06 Million
Previous $3.25 Million 56.03%
% of portfolio
4.14%
Previous 2.83%

Shares

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

Jan 30, 2025
BUY
$94.43 - $105.47 $1.51 Million - $1.69 Million
16,002 Added 47.13%
49,953 $5.07 Million
Q3 2024

Nov 14, 2024
BUY
$84.77 - $97.13 $72,986 - $83,628
861 Added 2.6%
33,951 $3.25 Million
Q2 2024

Aug 13, 2024
BUY
$79.31 - $93.31 $2.42 Million - $2.84 Million
30,480 Added 1167.82%
33,090 $3.06 Million
Q1 2024

May 14, 2024
SELL
$72.87 - $85.14 $667,124 - $779,456
-9,155 Reduced 77.82%
2,610 $220,000
Q3 2023

Nov 13, 2023
BUY
$68.05 - $72.66 $800,608 - $854,844
11,765 New
11,765 $804,000

Others Institutions Holding IVW

# of Institutions
2,001
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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