Glassman Wealth Services Ishares S&P 500 Growth ETF Transaction History

Glassman Wealth Services

$593 Million
Q4 2024

A detailed history of Glassman Wealth Services transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Glassman Wealth Services holds 5,729 shares of IVW stock, worth $601,831. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,729

Previous 5,871 2.42%

Holding current value

$601,831

Previous $562,000 3.38%

% of portfolio

0.1%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$94.43 - $105.47 $13,409 - $14,976	-142 Reduced 2.42%	5,729 $581,000
Q4 2023 Feb 09, 2024	BUY	$65.78 - $75.4 $19,668 - $22,544	299 Added 5.37%	5,871 $440,000
Q2 2023 Aug 08, 2023	SELL	$63.21 - $70.48 $252,840 - $281,920	-4,000 Reduced 41.79%	5,572 $392,000
Q2 2021 Aug 04, 2021	BUY	$65.96 - $72.81 $595,486 - $657,328	9,028 Added 1659.56%	9,572 $696,000
Q4 2020 Feb 04, 2021	BUY	$56.17 - $63.82 $22,917 - $26,038	408 Added 300.0%	544 $35,000
Q2 2019 Aug 08, 2019	BUY	$41.95 - $45.26 $5,663 - $6,110	135 Added 13500.0%	136 $24,000
Q1 2018 May 01, 2018	SELL	$37.4 - $41.49 $10,659 - $11,824	-285 Reduced 99.65%	1 $0
Q4 2017 Feb 06, 2018	BUY	$35.95 - $38.73 $10,245 - $11,038	285 Added 28500.0%	286 $44,000
Q2 2017 Aug 09, 2017	BUY	N/A	1	1 $0

Others Institutions Holding IVW

# of Institutions

1,956

Shares Held

424M

Call Options Held

352K

Put Options Held

116K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Glassman Wealth Services Ishares S&P 500 Growth ETF Transaction History