Strategic Family Wealth Counselors, L.L.C. Ishares S&P 500 Growth ETF Transaction History

Strategic Family Wealth Counselors, L.L.C.

$293 Million
Q4 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 7,096 shares of IVW stock, worth $718,682. This represents 0.25% of its overall portfolio holdings.

Number of Shares

7,096

Previous 6,179 14.84%

Holding current value

$718,682

Previous $591,000 21.83%

% of portfolio

0.25%

Previous 0.21%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$94.43 - $105.47 $86,592 - $96,715	917 Added 14.84%	7,096 $720,000
Q3 2024 Oct 31, 2024	BUY	$84.77 - $97.13 $123,679 - $141,712	1,459 Added 30.91%	6,179 $591,000
Q2 2024 Aug 14, 2024	BUY	$79.31 - $93.31 $126,816 - $149,202	1,599 Added 51.23%	4,720 $436,000
Q1 2024 May 14, 2024	BUY	$72.87 - $85.14 $227,427 - $265,721	3,121 New	3,121 $263,000

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

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Strategic Family Wealth Counselors, L.L.C. Ishares S&P 500 Growth ETF Transaction History