Foster Victor Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Foster Victor Wealth Advisors, LLC

$1.22 Billion
Q4 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 2,176 shares of IVW stock, worth $230,960. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,176

Previous 2,175 0.05%

Holding current value

$230,960

Previous $208,000 5.77%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$94.43 - $105.47 $94 - $105	1 Added 0.05%	2,176 $220,000
Q3 2024 Oct 15, 2024	SELL	$84.77 - $97.13 $14,834 - $16,997	-175 Reduced 7.45%	2,175 $208,000
Q2 2024 Jul 18, 2024	BUY	$79.31 - $93.31 $186,378 - $219,278	2,350 New	2,350 $217,000
Q1 2022 Apr 14, 2022	SELL	$68.33 - $84.32 $168,570 - $208,017	-2,467 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$73.18 - $84.81 $180,535 - $209,226	2,467 New	2,467 $200,000
Q3 2019 Oct 11, 2019	SELL	$43.49 - $46.27 $49,665 - $52,840	-1,142 Closed	0 $0
Q2 2019 Jul 16, 2019	SELL	$41.95 - $45.26 $5,873 - $6,336	-140 Reduced 10.92%	1,142 $208,000
Q1 2019 May 03, 2019	BUY	$36.63 - $43.33 $46,959 - $55,549	1,282 New	1,282 $221,000

Others Institutions Holding IVW

# of Institutions

1,869

Shares Held

416M

Call Options Held

355K

Put Options Held

483K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Foster Victor Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History