Family Asset Management, LLC Ishares S&P 500 Growth ETF Transaction History

Family Asset Management, LLC

$166 Billion
Q3 2024

A detailed history of Family Asset Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Family Asset Management, LLC holds 72,498 shares of IVW stock, worth $7.34 Million. This represents 4.18% of its overall portfolio holdings.

Number of Shares

72,498

Previous 73,578 1.47%

Holding current value

$7.34 Million

Previous $6.81 Billion 1.95%

% of portfolio

4.18%

Previous 4.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$84.77 - $97.13 $91,551 - $104,900	-1,080 Reduced 1.47%	72,498 $6.94 Billion
Q2 2024 Aug 01, 2024	SELL	$79.31 - $93.31 $131,020 - $154,148	-1,652 Reduced 2.2%	73,578 $6.81 Billion
Q1 2024 May 14, 2024	SELL	$72.87 - $85.14 $42,264 - $49,381	-580 Reduced 0.77%	75,230 $6.35 Billion
Q4 2023 Feb 06, 2024	SELL	$65.78 - $75.4 $82,159 - $94,174	-1,249 Reduced 1.62%	75,810 $5.69 Billion
Q3 2023 Nov 02, 2023	SELL	$68.05 - $72.66 $107,450 - $114,730	-1,579 Reduced 2.01%	77,059 $5.27 Billion
Q2 2023 Jul 27, 2023	SELL	$63.21 - $70.48 $4,171 - $4,651	-66 Reduced 0.08%	78,638 $5.54 Billion
Q1 2023 May 03, 2023	SELL	$57.25 - $63.89 $337,832 - $377,014	-5,901 Reduced 6.97%	78,704 $5.03 Billion
Q4 2022 Jan 18, 2023	BUY	$56.73 - $63.56 $4.8 Million - $5.38 Million	84,605 New	84,605 $4.95 Billion

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

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 Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Asset Management, LLC with notifications on news.

Account

Family Asset Management, LLC Ishares S&P 500 Growth ETF Transaction History