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

Mc Naughton Wealth Management, LLC

  • $207 Million
  • Q4 2024

A detailed history of Mc Naughton Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 19,905 shares of IVW stock, worth $2.02 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
19,905
Previous 18,605 6.99%
Holding current value
$2.02 Million
Previous $1.78 Million 13.42%
% of portfolio
0.97%
Previous 0.87%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$94.43 - $105.47 $122,759 - $137,111
1,300 Added 6.99%
19,905 $2.02 Million
Q3 2024

Oct 04, 2024
BUY
$84.77 - $97.13 $104,097 - $119,275
1,228 Added 7.07%
18,605 $1.78 Million
Q2 2024

Jul 12, 2024
BUY
$79.31 - $93.31 $5,948 - $6,998
75 Added 0.43%
17,377 $1.61 Million
Q1 2024

Apr 12, 2024
BUY
$72.87 - $85.14 $21,350 - $24,946
293 Added 1.72%
17,302 $1.46 Million
Q4 2023

Jan 10, 2024
SELL
$65.78 - $75.4 $70,187 - $80,451
-1,067 Reduced 5.9%
17,009 $1.28 Million
Q3 2023

Oct 05, 2023
SELL
$68.05 - $72.66 $11,024 - $11,770
-162 Reduced 0.89%
18,076 $1.24 Million
Q2 2023

Aug 08, 2023
SELL
$63.21 - $70.48 $66,370 - $74,004
-1,050 Reduced 5.44%
18,238 $1.29 Million
Q1 2023

Apr 12, 2023
BUY
$57.25 - $63.89 $21,411 - $23,894
374 Added 1.98%
19,288 $1.23 Million
Q4 2022

Jan 31, 2023
BUY
$56.73 - $63.56 $201,618 - $225,892
3,554 Added 23.14%
18,914 $1.11 Million
Q3 2022

Oct 12, 2022
BUY
$57.85 - $71.43 $62,420 - $77,072
1,079 Added 7.56%
15,360 $889,000
Q2 2022

Jul 11, 2022
BUY
$58.13 - $77.8 $5,115 - $6,846
88 Added 0.62%
14,281 $862,000
Q1 2022

Apr 08, 2022
BUY
$68.33 - $84.32 $179,229 - $221,171
2,623 Added 22.67%
14,193 $1.08 Million
Q4 2021

Jan 20, 2022
BUY
$73.18 - $84.81 $6,805 - $7,887
93 Added 0.81%
11,570 $925,000
Q3 2021

Nov 12, 2021
SELL
$72.99 - $79.0 $27,152 - $29,388
-372 Reduced 3.14%
11,477 $848,000
Q2 2021

Aug 09, 2021
BUY
$65.96 - $72.81 $46,963 - $51,840
712 Added 6.39%
11,849 $862,000
Q1 2021

Apr 14, 2021
SELL
$61.43 - $67.25 $5,160 - $5,649
-84 Reduced 0.75%
11,137 $725,000
Q4 2020

Feb 26, 2021
BUY
$56.17 - $63.82 $470,648 - $534,747
8,379 Added 294.83%
11,221 $716,000
Q3 2020

Oct 19, 2020
SELL
$52.42 - $62.43 $18,084 - $21,538
-345 Reduced 10.83%
2,842 $657,000
Q2 2020

Jul 20, 2020
SELL
$39.5 - $52.48 $869 - $1,154
-22 Reduced 0.69%
3,187 $661,000
Q1 2020

Apr 17, 2020
SELL
$36.14 - $52.65 $26,924 - $39,224
-745 Reduced 18.84%
3,209 $530,000
Q4 2019

Feb 14, 2020
BUY
$43.72 - $48.62 $172,868 - $192,243
3,954 New
3,954 $765,000

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

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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