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

Hilltop Wealth Advisors, LLC

$214 Million
Q3 2024

A detailed history of Hilltop Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 38,540 shares of IVW stock, worth $3.99 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

38,540

Previous 40,844 5.64%

Holding current value

$3.99 Million

Previous $3.78 Million 2.36%

% of portfolio

1.72%

Previous 1.91%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$84.77 - $97.13 $195,310 - $223,787	-2,304 Reduced 5.64%	38,540 $3.69 Million
Q2 2024 Jul 03, 2024	SELL	$79.31 - $93.31 $56,785 - $66,809	-716 Reduced 1.72%	40,844 $3.78 Million
Q1 2024 Apr 05, 2024	SELL	$72.87 - $85.14 $84,602 - $98,847	-1,161 Reduced 2.72%	41,560 $3.51 Million
Q4 2023 Jan 17, 2024	SELL	$65.78 - $75.4 $113,996 - $130,668	-1,733 Reduced 3.9%	42,721 $3.21 Million
Q3 2023 Oct 16, 2023	SELL	$68.05 - $72.66 $127,525 - $136,164	-1,874 Reduced 4.05%	44,454 $3.04 Million
Q2 2023 Jul 19, 2023	SELL	$63.21 - $70.48 $62,641 - $69,845	-991 Reduced 2.09%	46,328 $3.27 Million
Q1 2023 Apr 19, 2023	SELL	$57.25 - $63.89 $64,234 - $71,684	-1,122 Reduced 2.32%	47,319 $3.02 Million
Q4 2022 Feb 02, 2023	SELL	$56.73 - $63.56 $300,385 - $336,550	-5,295 Reduced 9.85%	48,441 $2.83 Million
Q3 2022 Nov 10, 2022	SELL	$57.85 - $71.43 $637,449 - $787,087	-11,019 Reduced 17.02%	53,736 $3.11 Million
Q2 2022 Jul 15, 2022	SELL	$58.13 - $77.8 $15.7 Million - $21 Million	-269,335 Reduced 80.62%	64,755 $3.91 Million
Q1 2022 Apr 19, 2022	SELL	$68.33 - $84.32 $160,233 - $197,730	-2,345 Reduced 0.7%	334,090 $25.5 Million
Q4 2021 Jan 19, 2022	SELL	$73.18 - $84.81 $702,747 - $814,430	-9,603 Reduced 2.78%	336,435 $28.2 Million
Q3 2021 Oct 21, 2021	SELL	$72.99 - $79.0 $977,117 - $1.06 Million	-13,387 Reduced 3.72%	346,038 $25.6 Million
Q2 2021 Jul 12, 2021	BUY	$65.96 - $72.81 $303,218 - $334,707	4,597 Added 1.3%	359,425 $26.1 Million
Q1 2021 Apr 13, 2021	SELL	$61.43 - $67.25 $2.39 Million - $2.62 Million	-38,886 Reduced 9.88%	354,828 $23.1 Million
Q4 2020 Jan 15, 2021	BUY	$56.17 - $63.82 $16.5 Million - $18.7 Million	293,143 Added 291.48%	393,714 $25.1 Million
Q3 2020 Oct 21, 2020	BUY	$52.42 - $62.43 $27,363 - $32,588	522 Added 0.52%	100,571 $23.2 Million
Q2 2020 Jul 09, 2020	SELL	$39.5 - $52.48 $311,497 - $413,857	-7,886 Reduced 7.31%	100,049 $20.8 Million
Q1 2020 Apr 03, 2020	BUY	$36.14 - $52.65 $30,827 - $44,910	853 Added 0.8%	107,935 $17.8 Million
Q4 2019 Feb 03, 2020	BUY	$43.72 - $48.62 $4.68 Million - $5.21 Million	107,082 New	107,082 $20.7 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

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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