Intergy Private Wealth, LLC Ishares S&P 500 Growth ETF Transaction History

Intergy Private Wealth, LLC

  • $265 Million
  • Q4 2024

A detailed history of Intergy Private Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 6,815 shares of IVW stock, worth $685,248. This represents 0.26% of its overall portfolio holdings.

Number of Shares
6,815
Previous 7,052 3.36%
Holding current value
$685,248
Previous $675,000 2.37%
% of portfolio
0.26%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$94.43 - $105.47 $22,379 - $24,996
-237 Reduced 3.36%
6,815 $691,000
Q2 2023

Aug 11, 2023
BUY
$63.21 - $70.48 $94,815 - $105,720
1,500 Added 27.02%
7,052 $497,000
Q4 2022

Jan 18, 2023
BUY
$56.73 - $63.56 $314,964 - $352,885
5,552 New
5,552 $0

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

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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