Soltis Investment Advisors LLC Ishares S&P 500 Growth ETF Transaction History

Soltis Investment Advisors LLC

  • $1.03 Billion
  • Q4 2024

A detailed history of Soltis Investment Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 58,117 shares of IVW stock, worth $6.06 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
58,117
Previous 55,902 3.96%
Holding current value
$6.06 Million
Previous $5.35 Million 10.24%
% of portfolio
0.57%
Previous 0.54%

Shares

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

Jan 29, 2025
BUY
$94.43 - $105.47 $209,162 - $233,616
2,215 Added 3.96%
58,117 $5.9 Million
Q3 2024

Nov 18, 2024
BUY
$84.77 - $97.13 $413,084 - $473,314
4,873 Added 9.55%
55,902 $5.35 Million
Q2 2024

Aug 12, 2024
BUY
$79.31 - $93.31 $362,605 - $426,613
4,572 Added 9.84%
51,029 $4.72 Million
Q1 2024

Apr 29, 2024
BUY
$72.87 - $85.14 $222,180 - $259,591
3,049 Added 7.02%
46,457 $3.92 Million
Q4 2023

Jan 26, 2024
BUY
$65.78 - $75.4 $278,907 - $319,696
4,240 Added 10.83%
43,408 $3.26 Million
Q3 2023

Nov 08, 2023
BUY
$68.05 - $72.66 $127,934 - $136,600
1,880 Added 5.04%
39,168 $2.68 Million
Q2 2023

Aug 08, 2023
BUY
$63.21 - $70.48 $11,061 - $12,334
175 Added 0.47%
37,288 $2.63 Million
Q1 2023

May 03, 2023
SELL
$57.25 - $63.89 $12.5 Million - $14 Million
-218,837 Reduced 85.5%
37,113 $2.37 Million
Q4 2022

Feb 09, 2023
BUY
$56.73 - $63.56 $11.5 Million - $12.9 Million
202,672 Added 380.4%
255,950 $15 Million
Q3 2022

Nov 14, 2022
BUY
$57.85 - $71.43 $136,988 - $169,146
2,368 Added 4.65%
53,278 $3.08 Million
Q2 2022

Aug 11, 2022
SELL
$58.13 - $77.8 $928,626 - $1.24 Million
-15,975 Reduced 23.88%
50,910 $3.07 Million
Q1 2022

May 06, 2022
SELL
$68.33 - $84.32 $225,898 - $278,761
-3,306 Reduced 4.71%
66,885 $5.11 Million
Q4 2021

Feb 09, 2022
SELL
$73.18 - $84.81 $193,487 - $224,237
-2,644 Reduced 3.63%
70,191 $5.87 Million
Q3 2021

Nov 09, 2021
BUY
$72.99 - $79.0 $58,464 - $63,279
801 Added 1.11%
72,835 $5.38 Million
Q2 2021

Aug 04, 2021
BUY
$65.96 - $72.81 $1.39 Million - $1.54 Million
21,114 Added 41.47%
72,034 $5.24 Million
Q1 2021

May 11, 2021
BUY
$61.43 - $67.25 $1.37 Million - $1.5 Million
22,241 Added 77.55%
50,920 $3.32 Million
Q4 2020

Feb 10, 2021
BUY
$56.17 - $63.82 $1.23 Million - $1.4 Million
21,904 Added 323.31%
28,679 $1.83 Million
Q3 2020

Oct 28, 2020
BUY
$52.42 - $62.43 $207,216 - $246,785
3,953 Added 140.08%
6,775 $1.57 Million
Q2 2020

Aug 12, 2020
BUY
$39.5 - $52.48 $111,469 - $148,098
2,822 New
2,822 $586,000

Others Institutions Holding IVW

# of Institutions
1,900
Shares Held
417M
Call Options Held
352K
Put Options Held
483K
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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