A detailed history of Independent Wealth Network Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 3,256 shares of IVW stock, worth $342,303. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,256
Previous 3,296 1.21%
Holding current value
$342,303
Previous $305,000 1.97%
% of portfolio
0.14%
Previous 0.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$84.77 - $97.13 $3,390 - $3,885
-40 Reduced 1.21%
3,256 $311,000
Q2 2024

Jul 18, 2024

SELL
$79.31 - $93.31 $1,506 - $1,772
-19 Reduced 0.57%
3,296 $305,000
Q1 2024

May 20, 2024

BUY
$72.87 - $85.14 $241,564 - $282,239
3,315 New
3,315 $279,000
Q4 2023

Jan 12, 2024

BUY
$65.78 - $75.4 $2,696 - $3,091
41 Added 1.25%
3,313 $248,000
Q3 2023

Oct 11, 2023

BUY
$68.05 - $72.66 $2,381 - $2,543
35 Added 1.08%
3,272 $223,000
Q2 2023

Jul 12, 2023

BUY
$63.21 - $70.48 $2,654 - $2,960
42 Added 1.31%
3,237 $228,000
Q1 2023

Apr 18, 2023

BUY
$57.25 - $63.89 $182,913 - $204,128
3,195 New
3,195 $204,000
Q2 2022

Jul 26, 2022

SELL
$58.13 - $77.8 $292,800 - $391,878
-5,037 Closed
0 $0
Q1 2022

Apr 20, 2022

BUY
$68.33 - $84.32 $62,795 - $77,490
919 Added 22.32%
5,037 $385,000
Q4 2021

Feb 10, 2022

SELL
$73.18 - $84.81 $983,905 - $1.14 Million
-13,445 Reduced 76.55%
4,118 $345,000
Q3 2021

Nov 04, 2021

BUY
$72.99 - $79.0 $1.28 Million - $1.39 Million
17,563 New
17,563 $1.43 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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