A detailed history of Icon Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 432,842 shares of IVW stock, worth $42.6 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares
432,842
Previous 266,242 62.57%
Holding current value
$42.6 Million
Previous $22.5 Million 78.17%
% of portfolio
3.44%
Previous 2.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$79.31 - $93.31 $13.2 Million - $15.5 Million
166,600 Added 62.57%
432,842 $40.1 Million
Q1 2024

May 15, 2024

BUY
$72.87 - $85.14 $10.9 Million - $12.7 Million
149,486 Added 128.03%
266,242 $22.5 Million
Q4 2023

Feb 14, 2024

BUY
$65.78 - $75.4 $7.28 Million - $8.35 Million
110,697 Added 1826.98%
116,756 $8.77 Million
Q3 2022

Jan 25, 2023

BUY
$57.85 - $71.43 $350,513 - $432,794
6,059 New
6,059 $351,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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