A detailed history of New Edge Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, New Edge Advisors, LLC holds 1,610,860 shares of IVW stock, worth $166 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
1,610,860
Previous 1,485,754 8.42%
Holding current value
$166 Million
Previous $137 Million 12.18%
% of portfolio
1.03%
Previous 1.02%

Shares

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

Nov 14, 2024

BUY
$84.77 - $97.13 $10.6 Million - $12.2 Million
125,106 Added 8.42%
1,610,860 $154 Million
Q2 2024

Aug 15, 2024

BUY
$79.31 - $93.31 $55 Million - $64.7 Million
693,848 Added 87.62%
1,485,754 $137 Million
Q1 2024

May 14, 2024

BUY
$72.87 - $85.14 $28.8 Million - $33.6 Million
395,100 Added 99.57%
791,906 $66.9 Million
Q4 2023

Feb 13, 2024

BUY
$65.78 - $75.4 $3.94 Million - $4.52 Million
59,895 Added 17.78%
396,806 $29.8 Million
Q3 2023

Nov 14, 2023

BUY
$68.05 - $72.66 $11 Million - $11.8 Million
161,755 Added 92.35%
336,911 $23.1 Million
Q2 2023

Aug 14, 2023

BUY
$63.21 - $70.48 $2.56 Million - $2.86 Million
40,533 Added 30.11%
175,156 $12.3 Million
Q1 2023

May 12, 2023

SELL
$57.25 - $63.89 $2.19 Million - $2.45 Million
-38,315 Reduced 22.16%
134,623 $8.6 Million
Q4 2022

Feb 14, 2023

SELL
$56.73 - $63.56 $3.11 Million - $3.49 Million
-54,842 Reduced 24.08%
172,938 $10.1 Million
Q3 2022

Nov 14, 2022

BUY
$57.85 - $71.43 $4.73 Million - $5.83 Million
81,679 Added 55.91%
227,780 $13.2 Million
Q2 2022

Aug 09, 2022

SELL
$58.13 - $77.8 $914,268 - $1.22 Million
-15,728 Reduced 9.72%
146,101 $8.82 Million
Q1 2022

May 13, 2022

SELL
$68.33 - $84.32 $1.18 Million - $1.45 Million
-17,240 Reduced 9.63%
161,829 $12.4 Million
Q4 2021

Feb 17, 2022

BUY
$73.18 - $84.81 $4.6 Million - $5.33 Million
62,867 Added 54.1%
179,069 $15 Million
Q3 2021

Oct 29, 2021

BUY
$72.99 - $79.0 $7.36 Million - $7.96 Million
100,810 Added 654.95%
116,202 $8.59 Million
Q2 2021

Jul 22, 2021

SELL
$65.96 - $72.81 $34,365 - $37,934
-521 Reduced 3.27%
15,392 $1.12 Million
Q1 2021

Apr 26, 2021

SELL
$61.43 - $67.25 $127,774 - $139,880
-2,080 Reduced 11.56%
15,913 $1.04 Million
Q4 2020

Jan 27, 2021

BUY
$56.17 - $63.82 $140,256 - $159,358
2,497 Added 16.11%
17,993 $1.15 Million
Q3 2020

Nov 03, 2020

SELL
$52.42 - $62.43 $13,576 - $16,169
-259 Reduced 1.64%
15,496 $3.58 Million
Q2 2020

Jul 29, 2020

SELL
$39.5 - $52.48 $25,714 - $34,164
-651 Reduced 3.97%
15,755 $3.27 Million
Q1 2020

May 04, 2020

SELL
$36.14 - $52.65 $3,830 - $5,580
-106 Reduced 0.64%
16,406 $2.71 Million
Q4 2019

Jan 31, 2020

BUY
$43.72 - $48.62 $21,510 - $23,921
492 Added 3.07%
16,512 $3.2 Million
Q3 2019

Nov 06, 2019

BUY
$43.49 - $46.27 $492,002 - $523,452
11,313 Added 240.34%
16,020 $2.89 Million
Q2 2019

Aug 05, 2019

SELL
$41.95 - $45.26 $5,201 - $5,612
-124 Reduced 2.57%
4,707 $844,000
Q1 2019

May 14, 2019

SELL
$36.63 - $43.33 $25,091 - $29,681
-685 Reduced 12.42%
4,831 $833,000
Q1 2019

May 09, 2019

SELL
$36.63 - $43.33 $438,644 - $518,876
-11,975 Reduced 68.46%
5,516 $7,000
Q4 2018

Jan 29, 2019

BUY
$35.15 - $44.43 $230,689 - $291,594
6,563 Added 60.06%
17,491 $2.64 Million
Q3 2018

Oct 29, 2018

BUY
$40.58 - $44.29 $112,771 - $123,081
2,779 Added 34.1%
10,928 $1.93 Million
Q2 2018

Jul 19, 2018

BUY
$37.83 - $42.01 $56,934 - $63,225
1,505 Added 22.65%
8,149 $1.33 Million
Q1 2018

May 11, 2018

BUY
$37.4 - $41.49 $34,856 - $38,668
932 Added 16.32%
6,644 $1.01 Million
Q4 2017

Feb 08, 2018

SELL
$35.95 - $38.73 $50,078 - $53,950
-1,393 Reduced 19.61%
5,712 $902,000
Q3 2017

Nov 13, 2017

BUY
$35.46 - $35.85 $154,853 - $156,556
4,367 Added 159.5%
7,105 $1.03 Million
Q2 2017

Aug 16, 2017

BUY
N/A
2,738
2,738 $0

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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