Opal Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Opal Wealth Advisors, LLC

  • $325 Million
  • Q4 2024

A detailed history of Opal Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 6,300 shares of IVW stock, worth $661,815. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,300
Holding current value
$661,815
% of portfolio
0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$94.43 - $105.47 $594,909 - $664,461
6,300 New
6,300 $639,000
Q2 2024

Jul 12, 2024
BUY
$79.31 - $93.31 $106,196 - $124,942
1,339 New
1,339 $123,000
Q4 2022

Feb 03, 2023
BUY
$56.73 - $63.56 $408,796 - $458,013
7,206 Added 61.67%
18,890 $1.11 Million
Q3 2022

Oct 17, 2022
BUY
$57.85 - $71.43 $54,783 - $67,644
947 Added 8.82%
11,684 $676,000
Q2 2022

Aug 10, 2022
BUY
$58.13 - $77.8 $624,141 - $835,338
10,737 New
10,737 $648,000

Others Institutions Holding IVW

# of Institutions
1,956
Shares Held
424M
Call Options Held
352K
Put Options Held
116K
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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