Slate Stone Wealth, LLC Ishares S&P 500 Growth ETF Transaction History

Slate Stone Wealth, LLC

$1.11 Billion
Q3 2024

A detailed history of Slate Stone Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 16,244 shares of IVW stock, worth $1.71 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

16,244

Previous 16,412 1.02%

Holding current value

$1.71 Million

Previous $1.52 Million 2.37%

% of portfolio

0.14%

Previous 0.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$84.77 - $97.13 $14,241 - $16,317	-168 Reduced 1.02%	16,244 $1.56 Million
Q2 2024 Jul 25, 2024	BUY	$79.31 - $93.31 $322,077 - $378,931	4,061 Added 32.88%	16,412 $1.52 Million
Q1 2024 Apr 26, 2024	SELL	$72.87 - $85.14 $14,574 - $17,028	-200 Reduced 1.59%	12,351 $1.04 Million
Q4 2023 Feb 01, 2024	BUY	$65.78 - $75.4 $556,959 - $638,411	8,467 Added 207.32%	12,551 $943,000
Q2 2023 Aug 07, 2023	BUY	$63.21 - $70.48 $258,149 - $287,840	4,084 New	4,084 $288,000

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

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Slate Stone Wealth, LLC Ishares S&P 500 Growth ETF Transaction History