Financial Life Advisors Ishares S&P 500 Growth ETF Transaction History

Financial Life Advisors

$263 Million
Q4 2024

A detailed history of Financial Life Advisors transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Financial Life Advisors holds 392,972 shares of IVW stock, worth $40.6 Million. This represents 15.2% of its overall portfolio holdings.

Number of Shares

392,972

Previous 378,328 3.87%

Holding current value

$40.6 Million

Previous $36.2 Million 10.14%

% of portfolio

15.2%

Previous 13.86%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$94.43 - $105.47 $1.38 Million - $1.54 Million	14,644 Added 3.87%	392,972 $39.9 Million
Q3 2024 Oct 21, 2024	BUY	$84.77 - $97.13 $1.39 Million - $1.59 Million	16,385 Added 4.53%	378,328 $36.2 Million
Q2 2024 Aug 09, 2024	SELL	$79.31 - $93.31 $2.7 Million - $3.17 Million	-34,025 Reduced 8.59%	361,943 $33.5 Million
Q1 2024 Apr 18, 2024	SELL	$72.87 - $85.14 $979,882 - $1.14 Million	-13,447 Reduced 3.28%	395,968 $33.4 Million
Q4 2023 Mar 19, 2024	SELL	$65.78 - $75.4 $2.22 Million - $2.54 Million	-33,742 Reduced 7.61%	409,415 $30.7 Million
Q3 2023 Nov 01, 2023	BUY	$68.05 - $72.66 $1.03 Million - $1.1 Million	15,196 Added 3.55%	443,157 $30.3 Million
Q2 2023 Jul 18, 2023	BUY	$63.21 - $70.48 $2.91 Million - $3.25 Million	46,082 Added 12.07%	427,961 $30.2 Million
Q1 2023 Apr 26, 2023	BUY	$57.25 - $63.89 $757,532 - $845,392	13,232 Added 3.59%	381,879 $24.4 Million
Q4 2022 Feb 07, 2023	BUY	$56.73 - $63.56 $6.87 Million - $7.69 Million	121,064 Added 48.9%	368,647 $21.6 Million
Q3 2022 Oct 28, 2022	BUY	$57.85 - $71.43 $1.39 Million - $1.71 Million	23,990 Added 10.73%	247,583 $14.3 Million
Q2 2022 Jul 22, 2022	SELL	$58.13 - $77.8 $559,617 - $748,980	-9,627 Reduced 4.13%	223,593 $13.5 Million
Q1 2022 Apr 20, 2022	SELL	$68.33 - $84.32 $301,471 - $372,019	-4,412 Reduced 1.86%	233,220 $17.8 Million
Q4 2021 Jan 31, 2022	SELL	$73.18 - $84.81 $110,209 - $127,723	-1,506 Reduced 0.63%	237,632 $19.9 Million
Q3 2021 Oct 29, 2021	BUY	$72.99 - $79.0 $124,155 - $134,379	1,701 Added 0.72%	239,138 $17.7 Million
Q2 2021 Aug 09, 2021	BUY	$65.96 - $72.81 $210,544 - $232,409	3,192 Added 1.36%	237,437 $17.3 Million
Q1 2021 May 12, 2021	BUY	$61.43 - $67.25 $267,097 - $292,403	4,348 Added 1.89%	234,245 $15.3 Million
Q4 2020 Feb 09, 2021	BUY	$56.17 - $63.82 $9.56 Million - $10.9 Million	170,185 Added 285.01%	229,897 $14.7 Million
Q3 2020 Oct 29, 2020	SELL	$52.42 - $62.43 $26,367 - $31,402	-503 Reduced 0.84%	59,712 $13.8 Million
Q2 2020 Jul 09, 2020	SELL	$39.5 - $52.48 $88,440 - $117,502	-2,239 Reduced 3.59%	60,215 $12.5 Million
Q1 2020 May 27, 2020	SELL	$36.14 - $52.65 $222,297 - $323,850	-6,151 Reduced 8.97%	62,454 $10.3 Million
Q4 2019 Jan 27, 2020	SELL	$43.72 - $48.62 $65,929 - $73,318	-1,508 Reduced 2.15%	68,605 $13.3 Million
Q3 2019 Nov 05, 2019	BUY	$43.49 - $46.27 $115,031 - $122,384	2,645 Added 3.92%	70,113 $12.6 Million
Q2 2019 Jul 29, 2019	BUY	$41.95 - $45.26 $58,184 - $62,775	1,387 Added 2.1%	67,468 $12.1 Million
Q1 2019 May 13, 2019	BUY	$36.63 - $43.33 $131,684 - $155,771	3,595 Added 5.75%	66,081 $11.4 Million
Q4 2018 Feb 05, 2019	BUY	$35.15 - $44.43 $121,056 - $153,016	3,444 Added 5.83%	62,486 $2.35 Million
Q3 2018 Oct 12, 2018	BUY	$40.58 - $44.29 $323,260 - $352,814	7,966 Added 15.6%	59,042 $10.5 Million
Q2 2018 Aug 14, 2018	BUY	$37.83 - $42.01 $521,940 - $579,611	13,797 Added 37.01%	51,076 $8.31 Million
Q1 2018 May 09, 2018	SELL	$37.4 - $41.49 $527,788 - $585,506	-14,112 Reduced 27.46%	37,279 $5.64 Million
Q4 2017 Feb 20, 2018	BUY	$35.95 - $38.73 $1.85 Million - $1.99 Million	51,391	51,391 $7.85 Million

Others Institutions Holding IVW

# of Institutions

1,999

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

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Financial Life Advisors Ishares S&P 500 Growth ETF Transaction History