A detailed history of Sharp Financial Services, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sharp Financial Services, LLC holds 55,065 shares of IVW stock, worth $5.7 Million. This represents 4.07% of its overall portfolio holdings.

Number of Shares
55,065
Previous 51,838 6.23%
Holding current value
$5.7 Million
Previous $4.8 Billion 9.91%
% of portfolio
4.07%
Previous 4.12%

Shares

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

Nov 04, 2024

BUY
$84.77 - $97.13 $273,552 - $313,438
3,227 Added 6.23%
55,065 $5.27 Billion
Q2 2024

Jul 15, 2024

BUY
$79.31 - $93.31 $4.11 Million - $4.84 Million
51,838 New
51,838 $4.8 Billion
Q1 2024

Aug 13, 2024

BUY
$72.87 - $85.14 $313,341 - $366,102
4,300 Added 9.38%
50,130 $4.23 Billion
Q4 2023

Aug 13, 2024

SELL
$65.78 - $75.4 $395,206 - $453,003
-6,008 Reduced 11.59%
45,830 $3.44 Billion

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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

Track Sharp Financial Services, LLC Portfolio

Follow Sharp Financial Services, 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 Sharp Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sharp Financial Services, LLC with notifications on news.