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

Peterson Wealth Advisors, LLC

$480 Million
Q3 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 60,026 shares of IVW stock, worth $6.07 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

60,026

Previous 61,904 3.03%

Holding current value

$6.07 Million

Previous $5.73 Million 0.33%

% of portfolio

1.2%

Previous 1.29%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$84.77 - $97.13 $159,198 - $182,410	-1,878 Reduced 3.03%	60,026 $5.75 Million
Q2 2024 Jul 18, 2024	SELL	$79.31 - $93.31 $10,151 - $11,943	-128 Reduced 0.21%	61,904 $5.73 Million
Q1 2024 Apr 15, 2024	BUY	$72.87 - $85.14 $1,093 - $1,277	15 Added 0.02%	62,032 $5.24 Million
Q4 2023 Jan 10, 2024	BUY	$65.78 - $75.4 $3,420 - $3,920	52 Added 0.08%	62,017 $4.66 Million
Q3 2023 Oct 05, 2023	BUY	$68.05 - $72.66 $3,606 - $3,850	53 Added 0.09%	61,965 $4.24 Million
Q2 2023 Jul 13, 2023	SELL	$63.21 - $70.48 $55,561 - $61,951	-879 Reduced 1.4%	61,912 $4.36 Million
Q1 2023 Apr 06, 2023	BUY	$57.25 - $63.89 $45,742 - $51,048	799 Added 1.29%	62,791 $4.01 Million
Q4 2022 Jan 20, 2023	BUY	$56.73 - $63.56 $29,783 - $33,369	525 Added 0.85%	61,992 $0
Q3 2022 Oct 17, 2022	SELL	$57.85 - $71.43 $26,726 - $33,000	-462 Reduced 0.75%	61,467 $3.56 Million
Q2 2022 Jul 21, 2022	BUY	$58.13 - $77.8 $12,556 - $16,804	216 Added 0.35%	61,929 $3.74 Million
Q1 2022 Apr 21, 2022	BUY	$68.33 - $84.32 $12,982 - $16,020	190 Added 0.31%	61,713 $4.71 Million
Q4 2021 Jan 25, 2022	SELL	$73.18 - $84.81 $24,881 - $28,835	-340 Reduced 0.55%	61,523 $5.15 Million
Q3 2021 Oct 21, 2021	SELL	$72.99 - $79.0 $18,466 - $19,987	-253 Reduced 0.41%	61,863 $4.57 Million
Q2 2021 Aug 02, 2021	BUY	$65.96 - $72.81 $1,583 - $1,747	24 Added 0.04%	62,116 $4.52 Million
Q1 2021 Apr 28, 2021	BUY	$61.43 - $67.25 $70,705 - $77,404	1,151 Added 1.89%	62,092 $4.04 Million
Q4 2020 Jan 25, 2021	BUY	$56.17 - $63.82 $2.57 Million - $2.92 Million	45,697 Added 299.77%	60,941 $3.89 Million
Q3 2020 Oct 20, 2020	SELL	$52.42 - $62.43 $733 - $874	-14 Reduced 0.09%	15,244 $3.52 Million
Q2 2020 Jul 20, 2020	BUY	$39.5 - $52.48 $195,683 - $259,985	4,954 Added 48.08%	15,258 $3.17 Million
Q1 2020 Apr 21, 2020	BUY	$36.14 - $52.65 $47,885 - $69,761	1,325 Added 14.76%	10,304 $1.7 Million
Q4 2019 Jan 23, 2020	SELL	$43.72 - $48.62 $3,366 - $3,743	-77 Reduced 0.85%	8,979 $1.74 Million
Q3 2019 Oct 17, 2019	BUY	$43.49 - $46.27 $2,087 - $2,220	48 Added 0.53%	9,056 $1.63 Million
Q2 2019 Jul 15, 2019	BUY	$41.95 - $45.26 $1,552 - $1,674	37 Added 0.41%	9,008 $1.62 Million
Q1 2019 Apr 16, 2019	BUY	$36.63 - $43.33 $39,816 - $47,099	1,087 Added 13.79%	8,971 $1.58 Million
Q4 2018 Jan 29, 2019	SELL	$35.15 - $44.43 $11,212 - $14,173	-319 Reduced 3.89%	7,884 $1.19 Million
Q3 2018 Oct 17, 2018	SELL	$40.58 - $44.29 $27,553 - $30,072	-679 Reduced 7.64%	8,203 $1.45 Million
Q2 2018 Jul 18, 2018	SELL	$37.83 - $42.01 $28,259 - $31,381	-747 Reduced 7.76%	8,882 $1.44 Million
Q1 2018 Apr 20, 2018	SELL	$37.4 - $41.49 $29,359 - $32,569	-785 Reduced 7.54%	9,629 $1.49 Million
Q4 2017 Mar 19, 2018	BUY	$35.95 - $38.73 $374,383 - $403,334	10,414	10,414 $1.59 Million

Others Institutions Holding IVW

# of Institutions

1,830

Shares Held

415M

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 Peterson Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Advisors, LLC with notifications on news.

Account

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