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

Rockwood Wealth Management, LLC

  • $926 Billion
  • Q4 2024

A detailed history of Rockwood Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 9,455 shares of IVW stock, worth $1 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,455
Previous 7,765 21.76%
Holding current value
$1 Million
Previous $743 Million 30.25%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Jan 21, 2025
BUY
$94.43 - $105.47 $159,586 - $178,244
1,690 Added 21.76%
9,455 $968 Million
Q3 2024

Oct 16, 2024
SELL
$84.77 - $97.13 $1.32 Million - $1.51 Million
-15,530 Reduced 66.67%
7,765 $743 Million
Q2 2024

Jul 26, 2024
BUY
$79.31 - $93.31 $1.85 Million - $2.17 Million
23,295 New
23,295 $2.16 Billion
Q1 2022

Jul 20, 2023
SELL
$68.33 - $84.32 $177,384 - $218,894
-2,596 Closed
0 $0
Q4 2021

Jul 20, 2023
BUY
$73.18 - $84.81 $189,975 - $220,166
2,596 New
2,596 $217 Million

Others Institutions Holding IVW

# of Institutions
1,872
Shares Held
416M
Call Options Held
355K
Put Options Held
483K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Rockwood Wealth Management, LLC Portfolio

Follow Rockwood Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockwood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockwood Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email