Omni 360 Wealth, Inc. Ishares S&P 500 Growth ETF Transaction History

Omni 360 Wealth, Inc.

$153 Billion
Q3 2024

A detailed history of Omni 360 Wealth, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 20,420 shares of IVW stock, worth $2.1 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

20,420

Previous 17,728 15.19%

Holding current value

$2.1 Million

Previous $1.64 Billion 19.19%

% of portfolio

1.28%

Previous 1.22%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$84.77 - $97.13 $228,200 - $261,473	2,692 Added 15.19%	20,420 $1.96 Billion
Q2 2024 Jul 19, 2024	BUY	$79.31 - $93.31 $938,792 - $1.1 Million	11,837 Added 200.93%	17,728 $1.64 Billion
Q1 2024 Apr 19, 2024	SELL	$72.87 - $85.14 $154,848 - $180,922	-2,125 Reduced 26.51%	5,891 $497 Million
Q4 2023 Feb 08, 2024	BUY	$65.78 - $75.4 $527,292 - $604,406	8,016 New	8,016 $602 Million

Others Institutions Holding IVW

# of Institutions

1,824

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Omni 360 Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Omni 360 Wealth, Inc. with notifications on news.

Account

Omni 360 Wealth, Inc. Ishares S&P 500 Growth ETF Transaction History