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

Forte Asset Management LLC

  • $184 Million
  • Q3 2024

A detailed history of Forte Asset Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Forte Asset Management LLC holds 8,750 shares of IVW stock, worth $920,500. This represents 0.45% of its overall portfolio holdings.

Number of Shares
8,750
Previous 6,400 36.72%
Holding current value
$920,500
Previous $592,000 41.39%
% of portfolio
0.45%
Previous 0.35%

Shares

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

Oct 28, 2024
BUY
$84.77 - $97.13 $199,209 - $228,255
2,350 Added 36.72%
8,750 $837,000
Q2 2024

Jul 25, 2024
BUY
$79.31 - $93.31 $507,584 - $597,184
6,400 New
6,400 $592,000

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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