Courage Miller Partners, LLC Ishares S&P 500 Growth ETF Transaction History

Courage Miller Partners, LLC

$291 Million
Q4 2024

A detailed history of Courage Miller Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Courage Miller Partners, LLC holds 5,627 shares of IVW stock, worth $565,794. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,627

Previous 5,634 0.12%

Holding current value

$565,794

Previous $539,000 5.94%

% of portfolio

0.2%

Previous 0.18%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$94.43 - $105.47 $661 - $738	-7 Reduced 0.12%	5,627 $571,000
Q3 2024 Oct 21, 2024	SELL	$84.77 - $97.13 $58,152 - $66,631	-686 Reduced 10.85%	5,634 $539,000
Q2 2024 Jul 25, 2024	SELL	$79.31 - $93.31 $317 - $373	-4 Reduced 0.06%	6,320 $584,000
Q1 2024 Apr 15, 2024	SELL	$72.87 - $85.14 $26,451 - $30,905	-363 Reduced 5.43%	6,324 $533,000
Q4 2023 Jan 19, 2024	SELL	$65.78 - $75.4 $57,097 - $65,447	-868 Reduced 11.49%	6,687 $502,000
Q3 2023 Oct 13, 2023	SELL	$68.05 - $72.66 $12,793 - $13,660	-188 Reduced 2.43%	7,555 $516,000
Q2 2023 Jul 20, 2023	SELL	$63.21 - $70.48 $49,114 - $54,762	-777 Reduced 9.12%	7,743 $545,000
Q1 2023 Apr 21, 2023	SELL	$57.25 - $63.89 $1,202 - $1,341	-21 Reduced 0.25%	8,520 $544,000
Q4 2022 Jan 27, 2023	SELL	$56.73 - $63.56 $19,231 - $21,546	-339 Reduced 3.82%	8,541 $499,000
Q3 2022 Oct 18, 2022	BUY	$57.85 - $71.43 $8,099 - $10,000	140 Added 1.6%	8,880 $514,000
Q2 2022 Jul 18, 2022	BUY	$58.13 - $77.8 $22,147 - $29,641	381 Added 4.56%	8,740 $527,000
Q1 2022 May 06, 2022	BUY	$68.33 - $84.32 $33,208 - $40,979	486 Added 6.17%	8,359 $638,000
Q4 2021 Jan 19, 2022	BUY	$73.18 - $84.81 $12,806 - $14,841	175 Added 2.27%	7,873 $659,000
Q3 2021 Nov 05, 2021	SELL	$72.99 - $79.0 $66,566 - $72,048	-912 Reduced 10.59%	7,698 $569,000
Q2 2021 Jul 28, 2021	BUY	$65.96 - $72.81 $15,830 - $17,474	240 Added 2.87%	8,610 $626,000
Q1 2021 Apr 26, 2021	SELL	$61.43 - $67.25 $3,624 - $3,967	-59 Reduced 0.7%	8,370 $545,000
Q4 2020 Jan 28, 2021	BUY	$56.17 - $63.82 $323,820 - $367,922	5,765 Added 216.4%	8,429 $538,000
Q2 2020 Jul 23, 2020	BUY	$39.5 - $52.48 $1,145 - $1,521	29 Added 1.1%	2,664 $552,000
Q1 2020 Apr 14, 2020	SELL	$36.14 - $52.65 $20,672 - $30,115	-572 Reduced 17.84%	2,635 $435,000
Q4 2019 Jan 15, 2020	SELL	$43.72 - $48.62 $3,322 - $3,695	-76 Reduced 2.31%	3,207 $621,000
Q3 2019 Oct 21, 2019	SELL	$43.49 - $46.27 $13,873 - $14,760	-319 Reduced 8.86%	3,283 $591,000
Q2 2019 Jul 30, 2019	SELL	$41.95 - $45.26 $3,188 - $3,439	-76 Reduced 2.07%	3,602 $645,000
Q1 2019 May 01, 2019	SELL	$36.63 - $43.33 $586 - $693	-16 Reduced 0.43%	3,678 $634,000
Q4 2018 Jan 25, 2019	BUY	$35.15 - $44.43 $3,093 - $3,909	88 Added 2.44%	3,694 $556,000
Q3 2018 Nov 06, 2018	SELL	$40.58 - $44.29 $1,257 - $1,372	-31 Reduced 0.85%	3,606 $639,000
Q2 2018 Jul 30, 2018	BUY	$37.83 - $42.01 $1,967 - $2,184	52 Added 1.45%	3,637 $591,000
Q1 2018 Apr 27, 2018	SELL	$37.4 - $41.49 $22,215 - $24,645	-594 Reduced 14.21%	3,585 $555,000
Q4 2017 Jan 19, 2018	SELL	$35.95 - $38.73 $12,402 - $13,361	-345 Reduced 7.63%	4,179 $638,000
Q3 2017 Oct 24, 2017	BUY	$35.46 - $35.85 $160,421 - $162,185	4,524	4,524 $649,000

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

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 Courage Miller Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Courage Miller Partners, LLC with notifications on news.

Account

Courage Miller Partners, LLC Ishares S&P 500 Growth ETF Transaction History