Life Plan Investment Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History

Life Plan Investment Advisors, Inc.

$162 Billion
Q4 2024

A detailed history of Life Plan Investment Advisors, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 24,943 shares of IVW stock, worth $2.51 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

24,943

Previous 21,364 16.75%

Holding current value

$2.51 Million

Previous $2.05 Billion 23.8%

% of portfolio

1.57%

Previous 1.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$94.43 - $105.47 $337,964 - $377,477	3,579 Added 16.75%	24,943 $2.53 Billion
Q3 2024 Jan 21, 2025	BUY	$84.77 - $97.13 $64,764 - $74,207	764 Added 3.71%	21,364 $2.05 Billion
Q2 2024 Jan 21, 2025	BUY	$79.31 - $93.31 $496,004 - $583,560	6,254 Added 43.59%	20,600 $1.91 Billion
Q1 2024 Jan 21, 2025	BUY	$72.87 - $85.14 $680,168 - $794,696	9,334 Added 186.23%	14,346 $1.21 Billion
Q4 2023 Jan 21, 2025	BUY	$65.78 - $75.4 $71,700 - $82,186	1,090 Added 27.79%	5,012 $376 Million
Q3 2023 Jan 21, 2025	BUY	$68.05 - $72.66 $266,892 - $284,972	3,922 New	3,922 $268 Million

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

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Life Plan Investment Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History