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 $52.4 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

552,826

Previous 652,040 15.22%

Holding current value

$52.4 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

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 Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.

Account

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