Moneywise, Inc. Ishares S&P 500 Growth ETF Transaction History

Moneywise, Inc.

$186 Million
Q4 2024

A detailed history of Moneywise, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Moneywise, Inc. holds 68,273 shares of IVW stock, worth $7.06 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares

68,273

Previous 61,619 10.8%

Holding current value

$7.06 Million

Previous $5.9 Million 17.47%

% of portfolio

3.72%

Previous 3.06%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$94.43 - $105.47 $628,337 - $701,797	6,654 Added 10.8%	68,273 $6.93 Million
Q3 2024 Oct 21, 2024	BUY	$84.77 - $97.13 $1.72 Million - $1.97 Million	20,319 Added 49.2%	61,619 $5.9 Million
Q2 2024 Jul 17, 2024	BUY	$79.31 - $93.31 $1.19 Million - $1.4 Million	15,053 Added 57.35%	41,300 $3.82 Million
Q1 2024 Apr 22, 2024	BUY	$72.87 - $85.14 $1.11 Million - $1.3 Million	15,301 Added 139.79%	26,247 $2.22 Million
Q4 2023 Jan 29, 2024	BUY	$65.78 - $75.4 $298,904 - $342,617	4,544 Added 70.98%	10,946 $822,000
Q3 2023 Oct 23, 2023	BUY	$68.05 - $72.66 $48,859 - $52,169	718 Added 12.63%	6,402 $438,000
Q2 2023 Jul 24, 2023	BUY	$63.21 - $70.48 $1,264 - $1,409	20 Added 0.35%	5,684 $400,000
Q1 2023 Apr 21, 2023	BUY	$57.25 - $63.89 $858 - $958	15 Added 0.27%	5,664 $361,000
Q4 2022 Jan 30, 2023	BUY	$56.73 - $63.56 $624 - $699	11 Added 0.2%	5,649 $330,000
Q3 2022 Nov 03, 2022	BUY	$57.85 - $71.43 $752 - $928	13 Added 0.23%	5,638 $326,000
Q2 2022 Aug 02, 2022	BUY	$58.13 - $77.8 $465 - $622	8 Added 0.14%	5,625 $339,000
Q1 2022 Apr 20, 2022	BUY	$68.33 - $84.32 $614 - $758	9 Added 0.16%	5,617 $429,000
Q4 2021 Jan 12, 2022	BUY	$73.18 - $84.81 $365 - $424	5 Added 0.09%	5,608 $469,000
Q3 2021 Oct 12, 2021	SELL	$72.99 - $79.0 $5,182 - $5,609	-71 Reduced 1.25%	5,603 $414,000
Q2 2021 Jul 22, 2021	BUY	$65.96 - $72.81 $395 - $436	6 Added 0.11%	5,674 $413,000
Q1 2021 Apr 14, 2021	BUY	$61.43 - $67.25 $430 - $470	7 Added 0.12%	5,668 $369,000
Q4 2020 Jan 15, 2021	BUY	$56.17 - $63.82 $238,666 - $271,171	4,249 Added 300.92%	5,661 $361,000
Q3 2020 Oct 13, 2020	BUY	$52.42 - $62.43 $157 - $187	3 Added 0.21%	1,412 $326,000
Q2 2020 Jul 10, 2020	BUY	$39.5 - $52.48 $79 - $104	2 Added 0.14%	1,409 $292,000
Q1 2020 Apr 13, 2020	BUY	$36.14 - $52.65 $144 - $210	4 Added 0.29%	1,407 $232,000
Q4 2019 Jan 07, 2020	SELL	$43.72 - $48.62 $3,410 - $3,792	-78 Reduced 5.27%	1,403 $253,000
Q3 2019 Oct 23, 2019	BUY	$43.49 - $46.27 $173 - $185	4 Added 0.27%	1,481 $267,000
Q2 2019 Jul 17, 2019	BUY	$41.95 - $45.26 $2,013 - $2,172	48 Added 3.36%	1,477 $265,000
Q1 2019 Apr 30, 2019	SELL	$36.63 - $43.33 $1,428 - $1,689	-39 Reduced 2.66%	1,429 $222,000
Q4 2018 Jan 29, 2019	BUY	$35.15 - $44.43 $246 - $311	7 Added 0.48%	1,468 $221,000
Q3 2018 Oct 15, 2018	BUY	$40.58 - $44.29 $162 - $177	4 Added 0.27%	1,461 $259,000
Q2 2018 Jul 19, 2018	BUY	$37.83 - $42.01 $1,059 - $1,176	28 Added 1.96%	1,457 $237,000
Q1 2018 Apr 17, 2018	SELL	$37.4 - $41.49 $3,627 - $4,024	-97 Reduced 6.36%	1,429 $222,000
Q4 2017 Jan 08, 2018	BUY	$35.95 - $38.73 $143 - $154	4 Added 0.26%	1,526 $233,000
Q3 2017 Oct 10, 2017	BUY	$35.46 - $35.85 $53,970 - $54,563	1,522	1,522 $218,000

Others Institutions Holding IVW

# of Institutions

2,000

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

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