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

Sendero Wealth Management, LLC

  • $627 Million
  • Q4 2024

A detailed history of Sendero Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 16,294 shares of IVW stock, worth $1.65 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
16,294
Previous 12,358 31.85%
Holding current value
$1.65 Million
Previous $1.18 Million 39.81%
% of portfolio
0.26%
Previous 0.19%

Shares

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

Jan 14, 2025
BUY
$94.43 - $105.47 $371,676 - $415,129
3,936 Added 31.85%
16,294 $1.65 Million
Q2 2024

Jul 12, 2024
SELL
$79.31 - $93.31 $19,827 - $23,327
-250 Reduced 1.98%
12,358 $1.14 Million
Q4 2023

Jan 17, 2024
BUY
$65.78 - $75.4 $180,368 - $206,746
2,742 Added 27.79%
12,608 $946,000
Q2 2023

Jul 20, 2023
BUY
$63.21 - $70.48 $623,629 - $695,355
9,866 New
9,866 $695,000

Others Institutions Holding IVW

# of Institutions
2,001
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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