D.B. Root & Company, LLC Ishares S&P 500 Growth ETF Transaction History

D.B. Root & Company, LLC

$304 Million
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 09, 2021	SELL	$56.17 - $63.82 $95,264 - $108,238	-1,696 Closed	0 $0
Q3 2020 Oct 22, 2020	SELL	$52.42 - $62.43 $18,504 - $22,037	-353 Reduced 17.23%	1,696 $391,000
Q2 2020 Aug 06, 2020	BUY	$39.5 - $52.48 $79 - $104	2 Added 0.1%	2,049 $425,000
Q1 2020 Apr 29, 2020	SELL	$36.14 - $52.65 $3,614 - $5,265	-100 Reduced 4.66%	2,047 $337,000
Q4 2019 Jan 14, 2020	SELL	$43.72 - $48.62 $5,989 - $6,660	-137 Reduced 6.0%	2,147 $415,000
Q3 2019 Oct 29, 2019	SELL	$43.49 - $46.27 $739 - $786	-17 Reduced 0.74%	2,284 $411,000
Q2 2019 Jul 19, 2019	SELL	$41.95 - $45.26 $3,649 - $3,937	-87 Reduced 3.64%	2,301 $412,000
Q1 2019 Apr 12, 2019	SELL	$36.63 - $43.33 $27,875 - $32,974	-761 Reduced 24.17%	2,388 $412,000
Q4 2018 Jan 25, 2019	SELL	$35.15 - $44.43 $232,728 - $294,171	-6,621 Reduced 67.77%	3,149 $474,000
Q3 2018 Nov 05, 2018	SELL	$40.58 - $44.29 $1,663 - $1,815	-41 Reduced 0.42%	9,770 $1.73 Million
Q2 2018 Jul 25, 2018	BUY	$37.83 - $42.01 $197,359 - $219,166	5,217 Added 113.56%	9,811 $1.6 Million
Q1 2018 May 02, 2018	BUY	$37.4 - $41.49 $171,815 - $190,605	4,594 New	4,594 $712,000

Others Institutions Holding IVW

# of Institutions

1,999

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
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