Howard Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Howard Wealth Management, LLC

$184 Million
Q4 2024

A detailed history of Howard Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Howard Wealth Management, LLC holds 34,244 shares of IVW stock, worth $3.64 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

34,244

Previous 34,724 1.38%

Holding current value

$3.64 Million

Previous $3.32 Million 4.57%

% of portfolio

1.89%

Previous 1.94%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$94.43 - $105.47 $45,326 - $50,625	-480 Reduced 1.38%	34,244 $3.48 Million
Q3 2024 Nov 08, 2024	SELL	$84.77 - $97.13 $239,051 - $273,906	-2,820 Reduced 7.51%	34,724 $3.32 Million
Q2 2024 Aug 02, 2024	SELL	$79.31 - $93.31 $13,482 - $15,862	-170 Reduced 0.45%	37,544 $3.47 Million
Q1 2024 May 06, 2024	SELL	$72.87 - $85.14 $4,736 - $5,534	-65 Reduced 0.17%	37,714 $3.18 Million
Q2 2023 Aug 01, 2023	SELL	$63.21 - $70.48 $34,765 - $38,764	-550 Reduced 1.43%	37,779 $2.66 Million
Q1 2023 May 04, 2023	SELL	$57.25 - $63.89 $2,461 - $2,747	-43 Reduced 0.11%	38,329 $2.45 Million
Q4 2022 Jan 26, 2023	SELL	$56.73 - $63.56 $6,523 - $7,309	-115 Reduced 0.3%	38,372 $0
Q3 2022 Nov 01, 2022	BUY	$57.85 - $71.43 $289 - $357	5 Added 0.01%	38,487 $2.23 Million
Q2 2022 Aug 09, 2022	SELL	$58.13 - $77.8 $2,906 - $3,890	-50 Reduced 0.13%	38,482 $2.32 Million
Q1 2022 Apr 20, 2022	BUY	$68.33 - $84.32 $333,177 - $411,144	4,876 Added 14.49%	38,532 $2.94 Million
Q4 2021 Jan 18, 2022	SELL	$73.18 - $84.81 $4,610 - $5,343	-63 Reduced 0.19%	33,656 $2.82 Million
Q3 2021 Oct 19, 2021	SELL	$72.99 - $79.0 $30,290 - $32,785	-415 Reduced 1.22%	33,719 $2.49 Million
Q2 2021 Jul 27, 2021	BUY	$65.96 - $72.81 $1,912 - $2,111	29 Added 0.09%	34,134 $2.48 Million
Q1 2021 Apr 23, 2021	SELL	$61.43 - $67.25 $6,204 - $6,792	-101 Reduced 0.3%	34,105 $2.22 Million
Q4 2020 Feb 02, 2021	BUY	$56.17 - $63.82 $1.43 Million - $1.62 Million	25,409 Added 288.84%	34,206 $2.18 Million
Q3 2020 Oct 29, 2020	SELL	$52.42 - $62.43 $11,113 - $13,235	-212 Reduced 2.35%	8,797 $2.03 Million
Q2 2020 Aug 03, 2020	SELL	$39.5 - $52.48 $15,839 - $21,044	-401 Reduced 4.26%	9,009 $1.87 Million
Q1 2020 May 04, 2020	SELL	$36.14 - $52.65 $10,661 - $15,531	-295 Reduced 3.04%	9,410 $1.55 Million
Q4 2019 Feb 05, 2020	BUY	$43.72 - $48.62 $424,302 - $471,857	9,705 New	9,705 $1.88 Million

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

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Howard Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History