Resources Investment Advisors, Llc. Ishares S&P 500 Growth ETF Transaction History

Resources Investment Advisors, Llc.

$8.28 Billion
Q4 2024

A detailed history of Resources Investment Advisors, Llc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 552,826 shares of IVW stock, worth $58.8 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

552,826

Previous 652,040 15.22%

Holding current value

$58.8 Million

Previous $62.4 Million 10.1%

% of portfolio

0.68%

Previous 0.74%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$94.43 - $105.47 $9.37 Million - $10.5 Million	-99,214 Reduced 15.22%	552,826 $56.1 Million
Q3 2024 Nov 06, 2024	SELL	$84.77 - $97.13 $4.72 Million - $5.4 Million	-55,630 Reduced 7.86%	652,040 $62.4 Million
Q2 2024 Aug 02, 2024	SELL	$79.31 - $93.31 $493,387 - $580,481	-6,221 Reduced 0.87%	707,670 $65.5 Million
Q1 2024 May 10, 2024	SELL	$72.87 - $85.14 $25.3 Million - $29.5 Million	-346,604 Reduced 32.68%	713,891 $60.3 Million
Q4 2023 Feb 13, 2024	BUY	$65.78 - $75.4 $39.2 Million - $44.9 Million	595,640 Added 128.13%	1,060,495 $79.6 Million
Q3 2023 Nov 14, 2023	BUY	$68.05 - $72.66 $22.4 Million - $23.9 Million	329,219 Added 242.72%	464,855 $31.8 Million
Q2 2023 Aug 07, 2023	BUY	$63.21 - $70.48 $1.06 Million - $1.18 Million	16,760 Added 14.1%	135,636 $9.56 Million
Q1 2023 May 10, 2023	BUY	$57.25 - $63.89 $668,222 - $745,724	11,672 Added 10.89%	118,876 $7.59 Million
Q4 2022 Feb 02, 2023	SELL	$56.73 - $63.56 $208,312 - $233,392	-3,672 Reduced 3.31%	107,204 $6.27 Million
Q3 2022 Nov 08, 2022	BUY	$57.85 - $71.43 $271,142 - $334,792	4,687 Added 4.41%	110,876 $6.41 Million
Q2 2022 Aug 08, 2022	SELL	$58.13 - $77.8 $600,541 - $803,751	-10,331 Reduced 8.87%	106,189 $6.41 Million
Q1 2022 May 05, 2022	SELL	$68.33 - $84.32 $133,516 - $164,761	-1,954 Reduced 1.65%	116,520 $8.9 Million
Q4 2021 Feb 23, 2022	SELL	$73.18 - $84.81 $2,854 - $3,307	-39 Reduced 0.03%	118,474 $9.91 Million
Q3 2021 Nov 05, 2021	SELL	$72.99 - $79.0 $60,070 - $65,017	-823 Reduced 0.69%	118,513 $8.76 Million
Q2 2021 Aug 09, 2021	BUY	$65.96 - $72.81 $66,157 - $73,028	1,003 Added 0.85%	119,336 $8.68 Million
Q1 2021 May 10, 2021	BUY	$61.43 - $67.25 $52,338 - $57,297	852 Added 0.73%	118,333 $7.7 Million
Q4 2020 Feb 08, 2021	BUY	$56.17 - $63.82 $4.76 Million - $5.41 Million	84,786 Added 259.32%	117,481 $7.5 Million
Q3 2020 Oct 09, 2020	SELL	$52.42 - $62.43 $11,375 - $13,547	-217 Reduced 0.66%	32,695 $1.89 Million
Q2 2020 Aug 14, 2020	BUY	$39.5 - $52.48 $65,767 - $87,379	1,665 Added 5.33%	32,912 $1.71 Million
Q1 2020 May 14, 2020	BUY	$36.14 - $52.65 $946,506 - $1.38 Million	26,190 Added 517.9%	31,247 $1.29 Million
Q4 2019 Feb 07, 2020	BUY	$43.72 - $48.62 $16,613 - $18,475	380 Added 8.12%	5,057 $244,000
Q3 2019 Nov 08, 2019	BUY	$43.49 - $46.27 $124,337 - $132,285	2,859 Added 157.26%	4,677 $210,000
Q2 2019 Aug 12, 2019	BUY	$41.95 - $45.26 $69,595 - $75,086	1,659 Added 1043.4%	1,818 $0
Q1 2019 May 10, 2019	SELL	$36.63 - $43.33 $4,835 - $5,719	-132 Reduced 45.36%	159 $0
Q4 2018 Feb 12, 2019	SELL	$35.15 - $44.43 $33,111 - $41,853	-942 Reduced 76.4%	291 $44,000
Q3 2018 Nov 07, 2018	BUY	$40.58 - $44.29 $5,721 - $6,244	141 Added 12.91%	1,233 $219,000
Q2 2018 Aug 15, 2018	SELL	$37.83 - $42.01 $1,853 - $2,058	-49 Reduced 4.29%	1,092 $178,000
Q4 2017 Jan 31, 2018	BUY	$35.95 - $38.73 $35,410 - $38,149	985 Added 631.41%	1,141 $174,000
Q3 2017 Nov 13, 2017	SELL	$35.46 - $35.85 $33,119 - $33,483	-934 Reduced 85.69%	156 $22,000
Q2 2017 Aug 14, 2017	BUY	N/A	1,090	1,090 $149,000

Others Institutions Holding IVW

# of Institutions

1,984

Shares Held

429M

Call Options Held

287K

Put Options Held

96.1K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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Resources Investment Advisors, Llc. Ishares S&P 500 Growth ETF Transaction History