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

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 27,474 shares of IVW stock, worth $2.76 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

27,474

Previous 21,767 26.22%

Holding current value

$2.76 Million

Previous $2.08 Billion 33.84%

% of portfolio

1.28%

Previous 1.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$94.43 - $105.47 $538,912 - $601,917	5,707 Added 26.22%	27,474 $2.79 Billion
Q3 2024 Oct 11, 2024	BUY	$84.77 - $97.13 $282,029 - $323,151	3,327 Added 18.04%	21,767 $2.08 Billion
Q2 2024 Aug 05, 2024	SELL	$79.31 - $93.31 $439,139 - $516,657	-5,537 Reduced 23.09%	18,440 $1.71 Billion
Q1 2024 Apr 18, 2024	BUY	$72.87 - $85.14 $412,517 - $481,977	5,661 Added 30.91%	23,977 $1.97 Billion
Q4 2023 Feb 07, 2024	BUY	$65.78 - $75.4 $150,899 - $172,967	2,294 Added 14.32%	18,316 $1.38 Billion
Q3 2023 Nov 14, 2023	BUY	$68.05 - $72.66 $1.09 Million - $1.16 Million	16,022 New	16,022 $1.1 Billion
Q1 2023 Oct 30, 2023	BUY	$57.25 - $63.89 $110,492 - $123,307	1,930 Added 25.05%	9,635 $607 Million
Q4 2022 Oct 27, 2023	BUY	$56.73 - $63.56 $437,104 - $489,729	7,705 New	7,705 $451 Million

Others Institutions Holding IVW

# of Institutions

2,003

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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