Founders Financial Alliance, LLC Ishares S&P 500 Growth ETF Transaction History

Founders Financial Alliance, LLC

$356 Million
Q4 2024

A detailed history of Founders Financial Alliance, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 2,240 shares of IVW stock, worth $225,232. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,240

Previous 2,240 -0.0%

Holding current value

$225,232

Previous $214,000 6.07%

% of portfolio

0.06%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$84.77 - $97.13 $31,788 - $36,423	375 Added 20.11%	2,240 $214,000
Q1 2024 May 14, 2024	BUY	$72.87 - $85.14 $11,440 - $13,366	157 Added 9.19%	1,865 $157,000
Q2 2023 Aug 11, 2023	BUY	$63.21 - $70.48 $5,056 - $5,638	80 Added 4.91%	1,708 $120,000
Q1 2023 May 15, 2023	SELL	$57.25 - $63.89 $1,145 - $1,277	-20 Reduced 1.21%	1,628 $104,000
Q4 2022 Feb 15, 2023	SELL	$56.73 - $63.56 $19,742 - $22,118	-348 Reduced 17.43%	1,648 $96,000
Q3 2022 Nov 14, 2022	SELL	$57.85 - $71.43 $114,947 - $141,931	-1,987 Reduced 49.89%	1,996 $115,000
Q2 2022 Aug 15, 2022	BUY	$58.13 - $77.8 $115,504 - $154,588	1,987 Added 99.55%	3,983 $240,000
Q3 2021 Nov 15, 2021	SELL	$72.99 - $79.0 $130,798 - $141,568	-1,792 Reduced 47.31%	1,996 $148,000
Q2 2021 Aug 02, 2021	SELL	$65.96 - $72.81 $173,870 - $191,927	-2,636 Reduced 41.03%	3,788 $275,000
Q4 2020 Feb 04, 2021	BUY	$56.17 - $63.82 $270,627 - $307,484	4,818 Added 300.0%	6,424 $410,000
Q3 2020 Nov 13, 2020	BUY	$52.42 - $62.43 $84,186 - $100,262	1,606 New	1,606 $378,000

Others Institutions Holding IVW

# of Institutions

2,003

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 Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.

Account

Founders Financial Alliance, LLC Ishares S&P 500 Growth ETF Transaction History