Marietta Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Marietta Wealth Management, LLC

$676 Million
Q4 2024

A detailed history of Marietta Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 19,742 shares of IVW stock, worth $2.1 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

19,742

Previous 19,934 0.96%

Holding current value

$2.1 Million

Previous $1.91 Million 5.03%

% of portfolio

0.3%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$94.43 - $105.47 $18,130 - $20,250	-192 Reduced 0.96%	19,742 $2 Million
Q3 2024 Oct 22, 2024	SELL	$84.77 - $97.13 $339 - $388	-4 Reduced 0.02%	19,934 $1.91 Million
Q2 2024 Jul 19, 2024	SELL	$79.31 - $93.31 $347,695 - $409,071	-4,384 Reduced 18.02%	19,938 $1.85 Million
Q1 2024 Apr 25, 2024	BUY	$72.87 - $85.14 $17,853 - $20,859	245 Added 1.02%	24,322 $2.05 Million
Q2 2023 Jul 18, 2023	SELL	$63.21 - $70.48 $9,544 - $10,642	-151 Reduced 0.62%	24,077 $1.7 Million
Q2 2021 Aug 12, 2021	SELL	$65.96 - $72.81 $28,758 - $31,745	-436 Reduced 1.77%	24,228 $1.76 Million
Q1 2021 May 06, 2021	BUY	$61.43 - $67.25 $1.52 Million - $1.66 Million	24,664 New	24,664 $1.61 Million

Others Institutions Holding IVW

# of Institutions

1,869

Shares Held

416M

Call Options Held

355K

Put Options Held

483K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Marietta Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History