Investment Advisory Group, LLC Ishares S&P 500 Growth ETF Transaction History

Investment Advisory Group, LLC

$291 Million
Q4 2024

A detailed history of Investment Advisory Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Investment Advisory Group, LLC holds 74,516 shares of IVW stock, worth $7.95 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares

74,516

Previous 65,497 13.77%

Holding current value

$7.95 Million

Previous $6.27 Million 20.63%

% of portfolio

2.6%

Previous 2.22%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$94.43 - $105.47 $851,664 - $951,233	9,019 Added 13.77%	74,516 $7.57 Million
Q3 2024 Oct 15, 2024	BUY	$84.77 - $97.13 $260,582 - $298,577	3,074 Added 4.92%	65,497 $6.27 Million
Q2 2024 Jul 31, 2024	BUY	$79.31 - $93.31 $191,533 - $225,343	2,415 Added 4.02%	62,423 $5.78 Million
Q1 2024 Apr 29, 2024	BUY	$72.87 - $85.14 $237,847 - $277,896	3,264 Added 5.75%	60,008 $5.07 Million
Q4 2023 Jan 30, 2024	BUY	$65.78 - $75.4 $178,066 - $204,107	2,707 Added 5.01%	56,744 $4.26 Million
Q3 2023 Oct 16, 2023	BUY	$68.05 - $72.66 $37,495 - $40,035	551 Added 1.03%	54,037 $3.7 Million
Q2 2023 Jul 17, 2023	BUY	$63.21 - $70.48 $38,431 - $42,851	608 Added 1.15%	53,486 $3.77 Million
Q1 2023 May 02, 2023	BUY	$57.25 - $63.89 $115,072 - $128,418	2,010 Added 3.95%	52,878 $3.38 Million
Q4 2022 Jan 19, 2023	BUY	$56.73 - $63.56 $18,096 - $20,275	319 Added 0.63%	50,868 $0
Q3 2022 Oct 24, 2022	BUY	$57.85 - $71.43 $10,933 - $13,500	189 Added 0.38%	50,549 $2.92 Million
Q2 2022 Jul 18, 2022	SELL	$58.13 - $77.8 $19,415 - $25,985	-334 Reduced 0.66%	50,360 $3.04 Million
Q1 2022 Apr 29, 2022	SELL	$68.33 - $84.32 $3,621 - $4,468	-53 Reduced 0.1%	50,694 $3.88 Million
Q4 2021 Feb 11, 2022	BUY	$73.18 - $84.81 $3.71 Million - $4.3 Million	50,747 New	50,747 $3.85 Million

Others Institutions Holding IVW

# of Institutions

1,993

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Investment Advisory Group, LLC Ishares S&P 500 Growth ETF Transaction History