A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 203,920 shares of IVW stock, worth $21.5 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
203,920
Previous 202,478 0.71%
Holding current value
$21.5 Million
Previous $18.7 Million 4.21%
% of portfolio
0.81%
Previous 0.83%

Shares

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

Nov 08, 2024

BUY
$84.77 - $97.13 $122,238 - $140,061
1,442 Added 0.71%
203,920 $19.5 Million
Q2 2024

Aug 13, 2024

BUY
$79.31 - $93.31 $380,688 - $447,888
4,800 Added 2.43%
202,478 $18.7 Million
Q1 2024

Apr 30, 2024

BUY
$72.87 - $85.14 $14,792 - $17,283
203 Added 0.1%
197,678 $16.7 Million
Q4 2023

Jan 30, 2024

SELL
$65.78 - $75.4 $113,075 - $129,612
-1,719 Reduced 0.86%
197,475 $14.8 Million
Q3 2023

Oct 17, 2023

BUY
$68.05 - $72.66 $231,710 - $247,407
3,405 Added 1.74%
199,194 $13.6 Million
Q2 2023

Jul 19, 2023

BUY
$63.21 - $70.48 $167,759 - $187,053
2,654 Added 1.37%
195,789 $13.8 Million
Q1 2023

May 10, 2023

BUY
$57.25 - $63.89 $123,717 - $138,066
2,161 Added 1.13%
193,135 $12.3 Million
Q4 2022

Feb 14, 2023

SELL
$56.73 - $63.56 $286,202 - $320,660
-5,045 Reduced 2.57%
190,974 $11.2 Million
Q3 2022

Oct 26, 2022

SELL
$57.85 - $71.43 $110,840 - $136,859
-1,916 Reduced 0.97%
196,019 $11.3 Million
Q2 2022

Aug 10, 2022

SELL
$58.13 - $77.8 $53,537 - $71,653
-921 Reduced 0.46%
197,935 $11.9 Million
Q1 2022

May 13, 2022

SELL
$68.33 - $84.32 $487,671 - $601,791
-7,137 Reduced 3.46%
198,856 $15.2 Million
Q4 2021

Feb 14, 2022

SELL
$73.18 - $84.81 $9.72 Million - $11.3 Million
-132,759 Reduced 39.19%
205,993 $17.2 Million
Q3 2021

Nov 02, 2021

BUY
$72.99 - $79.0 $18.8 Million - $20.4 Million
257,781 Added 318.36%
338,752 $25 Million
Q2 2021

Jul 27, 2021

SELL
$65.96 - $72.81 $1.01 Million - $1.11 Million
-15,249 Reduced 15.85%
80,971 $5.89 Million
Q1 2021

May 11, 2021

SELL
$61.43 - $67.25 $1.78 Million - $1.95 Million
-28,940 Reduced 23.12%
96,220 $6.26 Million
Q4 2020

Feb 09, 2021

BUY
$56.17 - $63.82 $5.11 Million - $5.8 Million
90,903 Added 265.36%
125,160 $7.99 Million
Q3 2020

Oct 20, 2020

SELL
$52.42 - $62.43 $162,868 - $193,970
-3,107 Reduced 8.32%
34,257 $7.92 Million
Q2 2020

Jul 02, 2020

SELL
$39.5 - $52.48 $33,575 - $44,608
-850 Reduced 2.22%
37,364 $1.94 Million
Q1 2020

Apr 01, 2020

SELL
$36.14 - $52.65 $322,151 - $469,322
-8,914 Reduced 18.91%
38,214 $1.58 Million
Q4 2019

Feb 11, 2020

BUY
$43.72 - $48.62 $252,963 - $281,315
5,786 Added 14.0%
47,128 $2.28 Million
Q3 2019

Oct 09, 2019

BUY
$43.49 - $46.27 $311,910 - $331,848
7,172 Added 20.99%
41,342 $1.86 Million
Q2 2019

Aug 14, 2019

BUY
$41.95 - $45.26 $673,255 - $726,377
16,049 Added 88.57%
34,170 $6.13 Million
Q1 2019

May 08, 2019

BUY
$36.63 - $43.33 $49,303 - $58,322
1,346 Added 8.02%
18,121 $3.12 Million
Q4 2018

Feb 13, 2019

SELL
$35.15 - $44.43 $21,687 - $27,413
-617 Reduced 3.55%
16,775 $2.53 Million
Q3 2018

Nov 14, 2018

BUY
$40.58 - $44.29 $17,327 - $18,911
427 Added 2.52%
17,392 $3.08 Million
Q2 2018

Aug 16, 2018

BUY
$37.83 - $42.01 $7,944 - $8,822
210 Added 1.25%
16,965 $2.76 Million
Q1 2018

May 15, 2018

BUY
$37.4 - $41.49 $110,068 - $122,105
2,943 Added 21.31%
16,755 $2.6 Million
Q4 2017

Feb 08, 2018

BUY
$35.95 - $38.73 $155,987 - $168,049
4,339 Added 45.8%
13,812 $2.11 Million
Q3 2017

Nov 08, 2017

BUY
$35.46 - $35.85 $44,147 - $44,633
1,245 Added 15.13%
9,473 $1.36 Million
Q2 2017

Aug 15, 2017

BUY
N/A
8,228
8,228 $1.13 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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