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

Schrum Private Wealth Management LLC

  • $118 Million
  • Q4 2024

A detailed history of Schrum Private Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 3,052 shares of IVW stock, worth $269,979. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,052
Previous 5,862 47.94%
Holding current value
$269,979
Previous $561,000 44.92%
% of portfolio
0.26%
Previous 0.29%

Shares

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

Feb 06, 2025
SELL
$94.43 - $105.47 $265,348 - $296,370
-2,810 Reduced 47.94%
3,052 $309,000
Q3 2024

Nov 05, 2024
BUY
$84.77 - $97.13 $279,571 - $320,334
3,298 Added 128.63%
5,862 $561,000
Q1 2024

May 02, 2024
BUY
$72.87 - $85.14 $186,838 - $218,298
2,564 New
2,564 $216,000
Q1 2022

May 05, 2022
SELL
$68.33 - $84.32 $163,992 - $202,367
-2,400 Closed
0 $0
Q4 2021

Mar 11, 2022
BUY
$73.18 - $84.81 $175,632 - $203,544
2,400 New
2,400 $201,000

Others Institutions Holding IVW

# of Institutions
2,017
Shares Held
427M
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
Track This Portfolio

Track Schrum Private Wealth Management LLC Portfolio

Follow Schrum Private 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 Schrum Private Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schrum Private Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email