Montis Financial, LLC Ishares S&P 500 Growth ETF Transaction History

Montis Financial, LLC

  • $322 Million
  • Q4 2024

A detailed history of Montis Financial, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Montis Financial, LLC holds 4,137 shares of IVW stock, worth $415,975. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,137
Previous 2,242 84.52%
Holding current value
$415,975
Previous $214,000 96.26%
% of portfolio
0.13%
Previous 0.08%

Shares

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

Feb 10, 2025
BUY
$94.43 - $105.47 $178,944 - $199,865
1,895 Added 84.52%
4,137 $420,000
Q3 2024

Oct 10, 2024
BUY
$84.77 - $97.13 $190,054 - $217,765
2,242 New
2,242 $214,000

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

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