True Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

True Wealth Advisors, LLC

$262 Million
Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 4,222 shares of IVW stock, worth $424,522. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,222

Previous 4,222 -0.0%

Holding current value

$424,522

Previous $404,000 5.94%

% of portfolio

0.16%

Previous 0.15%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$84.77 - $97.13 $128,002 - $146,666	-1,510 Reduced 26.34%	4,222 $404,000
Q2 2024 Jul 24, 2024	BUY	$79.31 - $93.31 $110,240 - $129,700	1,390 Added 32.01%	5,732 $530,000
Q1 2024 Apr 23, 2024	BUY	$72.87 - $85.14 $108,066 - $126,262	1,483 Added 51.87%	4,342 $366,000
Q4 2023 Feb 08, 2024	SELL	$65.78 - $75.4 $8,222 - $9,425	-125 Reduced 4.19%	2,859 $214,000
Q3 2023 Nov 07, 2023	BUY	$68.05 - $72.66 $203,061 - $216,817	2,984 New	2,984 $204,000

Others Institutions Holding IVW

# of Institutions

2,003

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Account

True Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History