Gries Financial LLC Ishares S&P 500 Growth ETF Transaction History

Gries Financial LLC

$494 Million
Q4 2024

A detailed history of Gries Financial LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Gries Financial LLC holds 24,148 shares of IVW stock, worth $2.52 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

24,148

Previous 23,508 2.72%

Holding current value

$2.52 Million

Previous $2.25 Million 8.93%

% of portfolio

0.5%

Previous 0.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$94.43 - $105.47 $60,435 - $67,500	640 Added 2.72%	24,148 $2.45 Million
Q3 2024 Oct 18, 2024	SELL	$84.77 - $97.13 $782,511 - $896,607	-9,231 Reduced 28.2%	23,508 $2.25 Million
Q2 2024 Aug 02, 2024	SELL	$79.31 - $93.31 $67,254 - $79,126	-848 Reduced 2.52%	32,739 $3.03 Million
Q1 2024 May 15, 2024	SELL	$72.87 - $85.14 $2.67 Million - $3.12 Million	-36,594 Reduced 52.14%	33,587 $2.84 Million
Q4 2023 Feb 13, 2024	BUY	$65.78 - $75.4 $498,086 - $570,928	7,572 Added 12.09%	70,181 $5.27 Million
Q3 2023 Nov 14, 2023	BUY	$68.05 - $72.66 $4.26 Million - $4.55 Million	62,609 New	62,609 $4.28 Million

Others Institutions Holding IVW

# of Institutions

1,908

Shares Held

416M

Call Options Held

352K

Put Options Held

483K

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

News

Stay updated on Gries Financial LLC with notifications on news.

Account

Gries Financial LLC Ishares S&P 500 Growth ETF Transaction History