Jackson, Grant Investment Advisers, Inc. Ishares S&P 500 Growth ETF Transaction History

Jackson, Grant Investment Advisers, Inc.

$257 Million
Q4 2024

A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 7,141 shares of IVW stock, worth $728,453. This represents 0.28% of its overall portfolio holdings.

Number of Shares

7,141

Previous 7,132 0.13%

Holding current value

$728,453

Previous $682,000 6.3%

% of portfolio

0.28%

Previous 0.26%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$94.43 - $105.47 $849 - $949	9 Added 0.13%	7,141 $725,000
Q3 2024 Oct 17, 2024	BUY	$84.77 - $97.13 $932 - $1,068	11 Added 0.15%	7,132 $682,000
Q2 2024 Jul 16, 2024	BUY	$79.31 - $93.31 $396 - $466	5 Added 0.07%	7,121 $658,000
Q1 2024 May 08, 2024	BUY	$72.87 - $85.14 $510 - $595	7 Added 0.1%	7,116 $600,000
Q4 2023 Feb 01, 2024	BUY	$65.78 - $75.4 $1,315 - $1,508	20 Added 0.28%	7,109 $533,000
Q3 2023 Oct 13, 2023	BUY	$68.05 - $72.66 $1,497 - $1,598	22 Added 0.31%	7,089 $485,000
Q2 2023 Aug 01, 2023	BUY	$63.21 - $70.48 $948 - $1,057	15 Added 0.21%	7,067 $498,000
Q1 2023 May 02, 2023	BUY	$57.25 - $63.89 $10,934 - $12,202	191 Added 2.78%	7,052 $450,000
Q4 2022 Jan 26, 2023	BUY	$56.73 - $63.56 $850 - $953	15 Added 0.22%	6,861 $0
Q3 2022 Nov 14, 2022	BUY	$57.85 - $71.43 $1,041 - $1,285	18 Added 0.26%	6,846 $396,000
Q2 2022 Aug 04, 2022	BUY	$58.13 - $77.8 $697 - $933	12 Added 0.18%	6,828 $412,000
Q1 2022 Apr 28, 2022	BUY	$68.33 - $84.32 $751 - $927	11 Added 0.16%	6,816 $521,000
Q4 2021 Jan 24, 2022	BUY	$73.18 - $84.81 $585 - $678	8 Added 0.12%	6,805 $569,000
Q3 2021 Oct 13, 2021	BUY	$72.99 - $79.0 $729 - $790	10 Added 0.15%	6,797 $502,000
Q2 2021 Jul 15, 2021	BUY	$65.96 - $72.81 $527 - $582	8 Added 0.12%	6,787 $494,000
Q1 2021 Apr 22, 2021	BUY	$61.43 - $67.25 $614 - $672	10 Added 0.15%	6,779 $441,000
Q4 2020 Mar 03, 2021	BUY	$56.17 - $63.82 $285,399 - $324,269	5,081 Added 301.01%	6,769 $432,000
Q3 2020 Nov 12, 2020	BUY	$52.42 - $62.43 $209 - $249	4 Added 0.24%	1,688 $390,000
Q2 2020 Aug 14, 2020	BUY	$39.5 - $52.48 $118 - $157	3 Added 0.18%	1,684 $349,000
Q1 2020 May 12, 2020	BUY	$36.14 - $52.65 $216 - $315	6 Added 0.36%	1,681 $277,000
Q4 2019 Feb 05, 2020	BUY	$43.72 - $48.62 $437 - $486	10 Added 0.6%	1,675 $324,000
Q3 2019 Nov 20, 2019	BUY	$43.49 - $46.27 $260 - $277	6 Added 0.36%	1,665 $300,000
Q2 2019 Aug 13, 2019	BUY	$41.95 - $45.26 $10,865 - $11,722	259 Added 18.5%	1,659 $297,000
Q1 2019 May 07, 2019	BUY	$36.63 - $43.33 $146 - $173	4 Added 0.29%	1,400 $241,000
Q4 2018 Jan 23, 2019	BUY	$35.15 - $44.43 $316 - $399	9 Added 0.65%	1,396 $210,000
Q3 2018 Nov 15, 2018	BUY	$40.58 - $44.29 $162 - $177	4 Added 0.29%	1,387 $246,000
Q1 2018 May 14, 2018	BUY	$37.4 - $41.49 $149 - $165	4 Added 0.29%	1,383 $215,000
Q4 2017 Feb 01, 2018	BUY	$35.95 - $38.73 $359 - $387	10 Added 0.73%	1,379 $211,000
Q3 2017 Nov 14, 2017	BUY	$35.46 - $35.85 $177 - $179	5 Added 0.37%	1,369 $196,000
Q2 2017 Aug 10, 2017	BUY	N/A	1,364	1,364 $187,000

Others Institutions Holding IVW

# of Institutions

2,001

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

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Jackson, Grant Investment Advisers, Inc. Ishares S&P 500 Growth ETF Transaction History