A detailed history of Objective Capital Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Objective Capital Management, LLC holds 39,701 shares of IVW stock, worth $4.18 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares
39,701
Previous 40,038 0.84%
Holding current value
$4.18 Million
Previous $3.38 Million 12.46%
% of portfolio
2.28%
Previous 2.3%

Shares

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

Nov 01, 2024

SELL
$84.77 - $97.13 $28,567 - $32,732
-337 Reduced 0.84%
39,701 $3.8 Million
Q1 2024

Jun 05, 2024

SELL
$72.87 - $85.14 $181,810 - $212,424
-2,495 Reduced 5.87%
40,038 $3.38 Million
Q4 2023

Mar 07, 2024

SELL
$65.78 - $75.4 $221,744 - $254,173
-3,371 Reduced 7.34%
42,533 $3.19 Million
Q3 2023

Nov 15, 2023

SELL
$68.05 - $72.66 $8,574 - $9,155
-126 Reduced 0.27%
45,904 $3.14 Million
Q2 2023

Aug 15, 2023

SELL
$63.21 - $70.48 $157,961 - $176,129
-2,499 Reduced 5.15%
46,030 $3.24 Million
Q1 2023

May 12, 2023

BUY
$57.25 - $63.89 $286 - $319
5 Added 0.01%
48,529 $3.1 Million
Q4 2022

Feb 27, 2023

BUY
$56.73 - $63.56 $16,338 - $18,305
288 Added 0.6%
48,524 $2.84 Million
Q3 2022

Nov 14, 2022

BUY
$57.85 - $71.43 $34,999 - $43,215
605 Added 1.27%
48,236 $2.79 Million
Q2 2022

Jul 11, 2022

SELL
$58.13 - $77.8 $80,103 - $107,208
-1,378 Reduced 2.81%
47,631 $2.88 Million
Q1 2022

Apr 20, 2022

BUY
$68.33 - $84.32 $4,851 - $5,986
71 Added 0.15%
49,009 $3.74 Million
Q4 2021

Apr 20, 2022

BUY
$73.18 - $84.81 $3.58 Million - $4.15 Million
48,938 New
48,938 $4.1 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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