Lowe Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Lowe Wealth Advisors, LLC

$230 Million
Q3 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 1,448 shares of IVW stock, worth $152,329. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,448

Previous 1,648 12.14%

Holding current value

$152,329

Previous $152,000 9.21%

% of portfolio

0.06%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 02, 2024	SELL	$84.77 - $97.13 $16,954 - $19,426	-200 Reduced 12.14%	1,448 $138,000
Q3 2021 Oct 05, 2021	SELL	$72.99 - $79.0 $4,379 - $4,740	-60 Reduced 3.51%	1,648 $122,000
Q4 2020 Jan 07, 2021	BUY	$56.17 - $63.82 $71,953 - $81,753	1,281 Added 300.0%	1,708 $109,000
Q1 2020 Apr 10, 2020	SELL	$36.14 - $52.65 $3,614 - $5,265	-100 Reduced 18.98%	427 $70,000
Q1 2019 Apr 08, 2019	SELL	$36.63 - $43.33 $26,556 - $31,414	-725 Reduced 57.91%	527 $90,000
Q3 2017 Oct 05, 2017	BUY	$35.46 - $35.85 $44,395 - $44,884	1,252	1,252 $180,000

Others Institutions Holding IVW

# of Institutions

1,824

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Lowe Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History