Partners In Financial Planning Ishares S&P 500 Growth ETF Transaction History

Partners In Financial Planning

$490 Billion
Q4 2024

A detailed history of Partners In Financial Planning transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Partners In Financial Planning holds 3,840 shares of IVW stock, worth $358,502. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,840

Holding current value

$358,502

% of portfolio

0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$94.43 - $105.47 $362,611 - $405,004	3,840 New	3,840 $390 Million
Q3 2024 Feb 26, 2025	SELL	$84.77 - $97.13 $16,275 - $18,648	-192 Reduced 3.85%	4,791 $459 Million
Q2 2024 Feb 26, 2025	SELL	$79.31 - $93.31 $19,430 - $22,860	-245 Reduced 4.69%	4,983 $461 Million
Q1 2024 Feb 26, 2025	BUY	$72.87 - $85.14 $53,195 - $62,152	730 Added 16.23%	5,228 $441 Million
Q4 2023 Feb 26, 2025	SELL	$65.78 - $75.4 $92,223 - $105,710	-1,402 Reduced 23.76%	4,498 $338 Million
Q3 2023 Mar 04, 2025	BUY	$68.05 - $72.66 $126,368 - $134,929	1,857 Added 48.36%	5,697 $390 Million
Q2 2023 Feb 26, 2025	SELL	$63.21 - $70.48 $16,371 - $18,254	-259 Reduced 4.21%	5,900 $416 Million
Q1 2023 Feb 26, 2025	BUY	$57.25 - $63.89 $132,762 - $148,160	2,319 Added 60.39%	6,159 $394 Million

Others Institutions Holding IVW

# of Institutions

2,010

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

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 Partners In Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Partners In Financial Planning with notifications on news.

Account

Partners In Financial Planning Ishares S&P 500 Growth ETF Transaction History