Great Point Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Great Point Wealth Advisors, LLC

  • $459 Million
  • Q3 2024

A detailed history of Great Point Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 36,492 shares of IVW stock, worth $3.78 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
36,492
Previous 36,492 -0.0%
Holding current value
$3.78 Million
Previous $3.38 Million 3.5%
% of portfolio
0.76%
Previous 0.78%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Jan 29, 2021
BUY
$56.17 - $63.82 $1.54 Million - $1.75 Million
27,369 Added 300.0%
36,492 $2.33 Million
Q2 2019

Aug 06, 2019
SELL
$41.95 - $45.26 $18,038 - $19,461
-430 Reduced 4.5%
9,123 $1.64 Million
Q4 2018

Feb 14, 2019
BUY
$35.15 - $44.43 $335,787 - $424,439
9,553 New
9,553 $1.44 Million

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
Track This Portfolio

Track Great Point Wealth Advisors, LLC Portfolio

Follow Great Point Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Point Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Point Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email