Heritage Financial Services, LLC Ishares S&P 500 Growth ETF Transaction History

Heritage Financial Services, LLC

$733 Million
Q4 2024

A detailed history of Heritage Financial Services, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 18,853 shares of IVW stock, worth $2.01 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

18,853

Previous 20,036 5.9%

Holding current value

$2.01 Million

Previous $1.92 Million 0.21%

% of portfolio

0.26%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$94.43 - $105.47 $111,710 - $124,771	-1,183 Reduced 5.9%	18,853 $1.91 Million
Q3 2024 Oct 23, 2024	SELL	$84.77 - $97.13 $10,850 - $12,432	-128 Reduced 0.63%	20,036 $1.92 Million
Q1 2024 May 14, 2024	BUY	$72.87 - $85.14 $517,231 - $604,323	7,098 Added 54.32%	20,164 $1.7 Million
Q4 2023 Feb 02, 2024	BUY	$65.78 - $75.4 $292,721 - $335,530	4,450 Added 51.65%	13,066 $981,000
Q3 2022 Nov 03, 2022	SELL	$57.85 - $71.43 $347 - $428	-6 Reduced 0.07%	8,616 $498,000
Q2 2022 Jul 19, 2022	BUY	$58.13 - $77.8 $348 - $466	6 Added 0.07%	8,622 $520,000
Q4 2021 Aug 26, 2022	BUY	$73.18 - $84.81 $630,518 - $730,722	8,616 New	8,616 $720,000

Others Institutions Holding IVW

# of Institutions

1,984

Shares Held

429M

Call Options Held

287K

Put Options Held

96.1K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Heritage Financial Services, LLC Ishares S&P 500 Growth ETF Transaction History