Redwood Wealth Management Group, LLC Ishares S&P 500 Growth ETF Transaction History

Redwood Wealth Management Group, LLC

$202 Billion
Q3 2024

A detailed history of Redwood Wealth Management Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Redwood Wealth Management Group, LLC holds 34,939 shares of IVW stock, worth $3.62 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

34,939

Previous 35,627 1.93%

Holding current value

$3.62 Million

Previous $3.3 Billion 1.47%

% of portfolio

1.66%

Previous 2.48%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$84.77 - $97.13 $58,321 - $66,825	-688 Reduced 1.93%	34,939 $3.35 Billion
Q2 2024 Aug 09, 2024	BUY	$79.31 - $93.31 $25,934 - $30,512	327 Added 0.93%	35,627 $3.3 Billion
Q1 2024 May 07, 2024	SELL	$72.87 - $85.14 $3,206 - $3,746	-44 Reduced 0.12%	35,300 $2.98 Billion
Q4 2023 Jan 25, 2024	SELL	$65.78 - $75.4 $2,960 - $3,393	-45 Reduced 0.13%	35,344 $2.65 Billion
Q3 2023 Oct 18, 2023	SELL	$68.05 - $72.66 $83,293 - $88,935	-1,224 Reduced 3.34%	35,389 $2.42 Billion
Q2 2023 Jul 20, 2023	SELL	$63.21 - $70.48 $285,456 - $318,287	-4,516 Reduced 10.98%	36,613 $2.58 Billion
Q1 2023 Apr 19, 2023	SELL	$57.25 - $63.89 $16,659 - $18,591	-291 Reduced 0.7%	41,129 $2.63 Billion
Q4 2022 Feb 01, 2023	BUY	$56.73 - $63.56 $2.35 Million - $2.63 Million	41,420 New	41,420 $2.42 Billion

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 Redwood Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Redwood Wealth Management Group, LLC with notifications on news.

Account

Redwood Wealth Management Group, LLC Ishares S&P 500 Growth ETF Transaction History