A detailed history of Harvest Group Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 69,831 shares of IVW stock, worth $6.88 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares
69,831
Previous 69,075 1.09%
Holding current value
$6.88 Million
Previous $4.04 Million 10.42%
% of portfolio
2.9%
Previous 2.78%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023

BUY
$57.25 - $63.89 $43,281 - $48,300
756 Added 1.09%
69,831 $4.46 Million
Q4 2022

Jan 27, 2023

BUY
$56.73 - $63.56 $3.92 Million - $4.39 Million
69,075 New
69,075 $4.04 Million
Q1 2022

Apr 21, 2022

SELL
$68.33 - $84.32 $40,178 - $49,580
-588 Reduced 58.57%
416 $32,000
Q3 2021

Nov 03, 2021

SELL
$72.99 - $79.0 $6,715 - $7,268
-92 Reduced 8.39%
1,004 $74,000
Q2 2021

Aug 02, 2021

BUY
$65.96 - $72.81 $72,292 - $79,799
1,096 New
1,096 $80,000
Q1 2021

May 04, 2021

SELL
$61.43 - $67.25 $67,327 - $73,706
-1,096 Closed
0 $0
Q4 2020

Feb 01, 2021

BUY
$56.17 - $63.82 $46,171 - $52,460
822 Added 300.0%
1,096 $70,000
Q2 2020

Jul 31, 2020

SELL
$39.5 - $52.48 $1,224 - $1,626
-31 Reduced 10.16%
274 $56,000
Q3 2019

Nov 01, 2019

BUY
$43.49 - $46.27 $13,264 - $14,112
305 New
305 $55,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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