Ibex Wealth Advisors Ishares S&P 500 Growth ETF Transaction History

Ibex Wealth Advisors

$813 Million
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$68.33 - $84.32 $2.72 Million - $3.35 Million	-39,786 Closed	0 $0
Q4 2021 Feb 22, 2022	SELL	$73.18 - $84.81 $12,733 - $14,756	-174 Reduced 0.44%	39,786 $3.33 Million
Q3 2021 Nov 12, 2021	BUY	$72.99 - $79.0 $2.49 Million - $2.69 Million	34,046 Added 575.68%	39,960 $2.95 Million
Q2 2021 Aug 20, 2021	BUY	$65.96 - $72.81 $390,087 - $430,598	5,914 New	5,914 $430,000
Q1 2021 May 05, 2021	SELL	$61.43 - $67.25 $1.25 Million - $1.37 Million	-20,424 Closed	0 $0
Q4 2020 Jan 22, 2021	BUY	$56.17 - $63.82 $1.15 Million - $1.3 Million	20,424 New	20,424 $1.3 Million
Q3 2019 Nov 12, 2019	SELL	$43.49 - $46.27 $276,378 - $294,045	-6,355 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$41.95 - $45.26 $266,592 - $287,627	6,355 New	6,355 $1.14 Million
Q4 2017 Feb 13, 2018	SELL	$35.95 - $38.73 $53,745 - $57,901	-1,495 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$35.46 - $35.85 $53,012 - $53,595	1,495	1,495 $217,000

Others Institutions Holding IVW

# of Institutions

2,003

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ibex Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Ibex Wealth Advisors with notifications on news.