A detailed history of Diversify Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 4,462 shares of IVW stock, worth $462,173. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,462
Previous 2,721 63.98%
Holding current value
$462,173
Previous $231 Million 86.57%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 25, 2024

BUY
$84.77 - $97.13 $147,584 - $169,103
1,741 Added 63.98%
4,462 $430 Million
Q2 2024

Aug 08, 2024

BUY
$79.31 - $93.31 $215,802 - $253,896
2,721 New
2,721 $231 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.