High Net Worth Advisory Group LLC Ishares S&P 500 Growth ETF Transaction History

High Net Worth Advisory Group LLC

$345 Million
Q4 2024

A detailed history of High Net Worth Advisory Group LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 4,000 shares of IVW stock, worth $425,040. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,000

Previous 4,014 0.35%

Holding current value

$425,040

Previous $384,000 5.73%

% of portfolio

0.12%

Previous 0.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$94.43 - $105.47 $1,322 - $1,476	-14 Reduced 0.35%	4,000 $406,000
Q3 2024 Oct 11, 2024	BUY	$84.77 - $97.13 $1,186 - $1,359	14 Added 0.35%	4,014 $384,000
Q4 2022 Feb 14, 2023	SELL	$56.73 - $63.56 $3,347 - $3,750	-59 Reduced 1.45%	4,000 $234,000
Q3 2022 Oct 24, 2022	BUY	$57.85 - $71.43 $3,413 - $4,214	59 Added 1.48%	4,059 $235,000
Q4 2021 Apr 27, 2022	BUY	$73.18 - $84.81 $292,720 - $339,240	4,000 New	4,000 $320,000

Others Institutions Holding IVW

# of Institutions

1,876

Shares Held

416M

Call Options Held

355K

Put Options Held

483K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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High Net Worth Advisory Group LLC Ishares S&P 500 Growth ETF Transaction History