Shared Vision Wealth Group LLC Ishares S&P 500 Growth ETF Transaction History

Shared Vision Wealth Group LLC

  • $187 Billion
  • Q3 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 63,583 shares of IVW stock, worth $6.59 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares
63,583
Previous 67,698 6.08%
Holding current value
$6.59 Million
Previous $6.26 Billion 2.82%
% of portfolio
3.25%
Previous 3.65%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$84.77 - $97.13 $348,828 - $399,689
-4,115 Reduced 6.08%
63,583 $6.09 Billion
Q2 2024

Jul 23, 2024
BUY
$79.31 - $93.31 $2.17 Million - $2.55 Million
27,330 Added 67.7%
67,698 $6.26 Billion
Q1 2024

May 06, 2024
BUY
$72.87 - $85.14 $1.6 Million - $1.87 Million
21,906 Added 118.65%
40,368 $3.41 Billion
Q4 2023

Feb 07, 2024
BUY
$65.78 - $75.4 $1.21 Million - $1.39 Million
18,462 New
18,462 $1.39 Billion

Others Institutions Holding IVW

# of Institutions
1,824
Shares Held
417M
Call Options Held
355K
Put Options Held
454K
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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