A detailed history of Sargent Investment Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sargent Investment Group, LLC holds 3,062 shares of IVW stock, worth $307,884. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,062
Holding current value
$307,884
% of portfolio
0.05%

Shares

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

Jan 27, 2025

BUY
$94.43 - $105.47 $289,144 - $322,949
3,062 New
3,062 $310,000
Q2 2022

Jul 26, 2022

SELL
$58.13 - $77.8 $156,079 - $208,893
-2,685 Closed
0 $0
Q1 2022

May 06, 2022

BUY
$68.33 - $84.32 $183,466 - $226,399
2,685 New
2,685 $205,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Sargent Investment Group, LLC Portfolio

Follow Sargent Investment Group, 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 Sargent Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sargent Investment Group, LLC with notifications on news.