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

Regimen Wealth, LLC

$306 Billion
Q4 2024

A detailed history of Regimen Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 28,441 shares of IVW stock, worth $2.94 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

28,441

Previous 20,637 37.82%

Holding current value

$2.94 Million

Previous $1.98 Billion 45.97%

% of portfolio

0.94%

Previous 0.64%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$94.43 - $105.47 $736,931 - $823,087	7,804 Added 37.82%	28,441 $2.88 Billion
Q3 2024 Nov 13, 2024	SELL	$84.77 - $97.13 $18,479 - $21,174	-218 Reduced 1.05%	20,637 $1.98 Billion
Q2 2024 Aug 14, 2024	BUY	$79.31 - $93.31 $981,302 - $1.15 Million	12,373 Added 145.87%	20,855 $1.93 Billion
Q1 2024 May 14, 2024	SELL	$72.87 - $85.14 $21,350 - $24,946	-293 Reduced 3.34%	8,482 $716 Million
Q4 2023 Feb 13, 2024	BUY	$65.78 - $75.4 $10,459 - $11,988	159 Added 1.85%	8,775 $659 Million
Q3 2023 Nov 13, 2023	BUY	$68.05 - $72.66 $586,318 - $626,038	8,616 New	8,616 $590 Million

Others Institutions Holding IVW

# of Institutions

2,000

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

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