Evergreen Private Wealth LLC Ishares S&P 500 Growth ETF Transaction History

Evergreen Private Wealth LLC

  • $216 Billion
  • Q3 2024

A detailed history of Evergreen Private Wealth LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 7,461 shares of IVW stock, worth $784,374. This represents 0.33% of its overall portfolio holdings.

Number of Shares
7,461
Previous 7,108 4.97%
Holding current value
$784,374
Previous $658 Million 8.61%
% of portfolio
0.33%
Previous 0.32%

Shares

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

Oct 31, 2024
BUY
$84.77 - $97.13 $29,923 - $34,286
353 Added 4.97%
7,461 $714 Million
Q2 2024

Aug 12, 2024
SELL
$79.31 - $93.31 $71,537 - $84,165
-902 Reduced 11.26%
7,108 $658 Million
Q1 2024

Apr 16, 2024
SELL
$72.87 - $85.14 $76,659 - $89,567
-1,052 Reduced 11.61%
8,010 $676 Million
Q4 2023

Feb 08, 2024
BUY
$65.78 - $75.4 $596,098 - $683,274
9,062 New
9,062 $681 Million

Others Institutions Holding IVW

# of Institutions
1,824
Shares Held
417M
Call Options Held
355K
Put Options Held
454K
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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