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

Ica Group Wealth Management, LLC

$164 Million
Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 1,905 shares of IVW stock, worth $230,581. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,905

Previous 6,839 72.15%

Holding current value

$230,581

Previous $577,000 69.5%

% of portfolio

0.11%

Previous 0.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$79.31 - $93.31 $391,315 - $460,391	-4,934 Reduced 72.15%	1,905 $176,000
Q1 2024 May 14, 2024	BUY	$72.87 - $85.14 $95,022 - $111,022	1,304 Added 23.56%	6,839 $577,000
Q4 2023 Mar 07, 2024	BUY	$65.78 - $75.4 $9,143 - $10,480	139 Added 2.58%	5,535 $415,000
Q3 2023 Nov 13, 2023	BUY	$68.05 - $72.66 $73,153 - $78,109	1,075 Added 24.88%	5,396 $369,000
Q2 2023 Aug 11, 2023	BUY	$63.21 - $70.48 $4,677 - $5,215	74 Added 1.74%	4,321 $304,000

Q1 2023 May 12, 2023	SELL	$57.25 - $63.89 $2,977 - $3,322	-52 Reduced 1.21%	4,247 $271,000
Q4 2022 Feb 14, 2023	SELL	$56.73 - $63.56 $92,980 - $104,174	-1,639 Reduced 27.6%	4,299 $251,000
Q3 2022 Nov 10, 2022	BUY	$57.85 - $71.43 $69,246 - $85,501	1,197 Added 25.25%	5,938 $344,000
Q2 2022 Oct 03, 2022	BUY	$58.13 - $77.8 $1,453 - $1,945	25 Added 0.53%	4,741 $330,000
Q1 2022 Oct 03, 2022	BUY	$68.33 - $84.32 $322,244 - $397,653	4,716 New	4,716 $310,000

Others Institutions Holding IVW

# of Institutions

2,176

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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