Rkl Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History

Rkl Wealth Management LLC

  • $1.12 Billion
  • Q4 2024

A detailed history of Rkl Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Rkl Wealth Management LLC holds 78,314 shares of IVW stock, worth $7.87 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
78,314
Previous 101,936 23.17%
Holding current value
$7.87 Million
Previous $9.76 Million 18.53%
% of portfolio
0.71%
Previous 0.89%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$94.43 - $105.47 $2.23 Million - $2.49 Million
-23,622 Reduced 23.17%
78,314 $7.95 Million
Q3 2024

Nov 01, 2024
SELL
$84.77 - $97.13 $1.07 Million - $1.23 Million
-12,670 Reduced 11.06%
101,936 $9.76 Million
Q2 2024

Jul 17, 2024
SELL
$79.31 - $93.31 $231,585 - $272,465
-2,920 Reduced 2.48%
114,606 $10.6 Million
Q1 2024

May 08, 2024
SELL
$72.87 - $85.14 $92,253 - $107,787
-1,266 Reduced 1.07%
117,526 $9.92 Million
Q4 2023

Jan 24, 2024
SELL
$65.78 - $75.4 $58,478 - $67,030
-889 Reduced 0.74%
118,792 $8.92 Million
Q3 2023

Nov 03, 2023
SELL
$68.05 - $72.66 $408 - $435
-6 Reduced 0.01%
119,681 $8.19 Million
Q2 2023

Aug 07, 2023
BUY
$63.21 - $70.48 $77,874 - $86,831
1,232 Added 1.04%
119,687 $8.44 Million
Q1 2023

May 01, 2023
BUY
$57.25 - $63.89 $14,255 - $15,908
249 Added 0.21%
118,455 $7.57 Million
Q4 2022

Feb 06, 2023
SELL
$56.73 - $63.56 $21,784 - $24,407
-384 Reduced 0.32%
118,206 $6.92 Million
Q3 2022

Nov 10, 2022
SELL
$57.85 - $71.43 $123,856 - $152,931
-2,141 Reduced 1.77%
118,590 $6.86 Million
Q2 2022

Aug 01, 2022
SELL
$58.13 - $77.8 $51,328 - $68,697
-883 Reduced 0.73%
120,731 $7.29 Million
Q1 2022

May 10, 2022
SELL
$68.33 - $84.32 $198,157 - $244,527
-2,900 Reduced 2.33%
121,614 $9.29 Million
Q4 2021

Feb 08, 2022
SELL
$73.18 - $84.81 $138,237 - $160,206
-1,889 Reduced 1.49%
124,514 $10.4 Million
Q3 2021

Nov 15, 2021
SELL
$72.99 - $79.0 $133,206 - $144,175
-1,825 Reduced 1.42%
126,403 $9.34 Million
Q2 2021

Aug 13, 2021
SELL
$65.96 - $72.81 $503,010 - $555,249
-7,626 Reduced 5.61%
128,228 $9.33 Million
Q1 2021

May 10, 2021
SELL
$61.43 - $67.25 $340,322 - $372,565
-5,540 Reduced 3.92%
135,854 $8.85 Million
Q4 2020

Feb 11, 2021
BUY
$56.17 - $63.82 $5.86 Million - $6.66 Million
104,394 Added 282.15%
141,394 $9.02 Million
Q3 2020

Nov 09, 2020
SELL
$52.42 - $62.43 $19,919 - $23,723
-380 Reduced 1.02%
37,000 $8.55 Million
Q2 2020

Aug 07, 2020
SELL
$39.5 - $52.48 $10,941 - $14,536
-277 Reduced 0.74%
37,380 $7.76 Million
Q1 2020

Apr 28, 2020
SELL
$36.14 - $52.65 $36,573 - $53,281
-1,012 Reduced 2.62%
37,657 $6.22 Million
Q4 2019

Feb 04, 2020
SELL
$43.72 - $48.62 $125,869 - $139,976
-2,879 Reduced 6.93%
38,669 $7.49 Million
Q3 2019

Oct 31, 2019
SELL
$43.49 - $46.27 $319,955 - $340,408
-7,357 Reduced 15.04%
41,548 $7.48 Million
Q2 2019

Aug 02, 2019
SELL
$41.95 - $45.26 $66,071 - $71,284
-1,575 Reduced 3.12%
48,905 $8.77 Million
Q1 2019

Apr 26, 2019
SELL
$36.63 - $43.33 $113,076 - $133,759
-3,087 Reduced 5.76%
50,480 $8.7 Million
Q4 2018

Feb 08, 2019
SELL
$35.15 - $44.43 $50,334 - $63,623
-1,432 Reduced 2.6%
53,567 $8.08 Million
Q3 2018

Nov 07, 2018
SELL
$40.58 - $44.29 $84,852 - $92,610
-2,091 Reduced 3.66%
54,999 $9.75 Million
Q2 2018

Aug 03, 2018
SELL
$37.83 - $42.01 $24,438 - $27,138
-646 Reduced 1.12%
57,090 $9.28 Million
Q1 2018

Apr 26, 2018
SELL
$37.4 - $41.49 $67,918 - $75,345
-1,816 Reduced 3.05%
57,736 $8.96 Million
Q4 2017

Feb 02, 2018
BUY
$35.95 - $38.73 $173,458 - $186,872
4,825 Added 8.82%
59,552 $9.1 Million
Q3 2017

Nov 07, 2017
BUY
$35.46 - $35.85 $540,800 - $546,748
15,251 Added 38.63%
54,727 $7.85 Million
Q2 2017

Aug 14, 2017
BUY
N/A
39,476
39,476 $5.4 Million

Others Institutions Holding IVW

# of Institutions
2,003
Shares Held
428M
Call Options Held
183K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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