A detailed history of Journey Strategic Wealth LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 8,215 shares of IVW stock, worth $863,642. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,215
Previous 6,364 29.09%
Holding current value
$863,642
Previous $588,000 33.67%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$84.77 - $97.13 $156,909 - $179,787
1,851 Added 29.09%
8,215 $786,000
Q2 2024

Aug 14, 2024

BUY
$79.31 - $93.31 $634 - $746
8 Added 0.13%
6,364 $588,000
Q1 2024

May 13, 2024

BUY
$72.87 - $85.14 $463,161 - $541,149
6,356 New
6,356 $536,000
Q2 2022

Aug 15, 2022

BUY
$58.13 - $77.8 $255,772 - $342,320
4,400 New
4,400 $266,000
Q1 2022

May 16, 2022

SELL
$68.33 - $84.32 $300,652 - $371,007
-4,400 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$73.18 - $84.81 $321,992 - $373,164
4,400 New
4,400 $368,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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