Morningstar Investment Services LLC Ishares S&P 500 Growth ETF Transaction History

Morningstar Investment Services LLC

  • $9.8 Billion
  • Q3 2024

A detailed history of Morningstar Investment Services LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Morningstar Investment Services LLC holds 103,651 shares of IVW stock, worth $11 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
103,651
Previous 77,259 34.16%
Holding current value
$11 Million
Previous $7.2 Million 37.06%
% of portfolio
0.1%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$84.77 - $97.13 $2.24 Million - $2.56 Million
26,392 Added 34.16%
103,651 $9.87 Million
Q2 2024

Aug 13, 2024
BUY
$79.31 - $93.31 $3.6 Million - $4.23 Million
45,355 Added 142.16%
77,259 $7.2 Million
Q1 2024

May 15, 2024
BUY
$72.87 - $85.14 $988,700 - $1.16 Million
13,568 Added 74.0%
31,904 $2.7 Million
Q4 2023

Feb 13, 2024
BUY
$65.78 - $75.4 $897,699 - $1.03 Million
13,647 Added 291.04%
18,336 $1.38 Million
Q3 2023

Nov 14, 2023
BUY
$68.05 - $72.66 $319,086 - $340,702
4,689 New
4,689 $322,000

Others Institutions Holding IVW

# of Institutions
1,872
Shares Held
416M
Call Options Held
355K
Put Options Held
483K
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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