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

Twin Peaks Wealth Advisors, LLC

$237 Billion
Q4 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 53,126 shares of IVW stock, worth $5.54 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares

53,126

Previous 48,103 10.44%

Holding current value

$5.54 Million

Previous $4.61 Billion 17.11%

% of portfolio

2.28%

Previous 2.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$94.43 - $105.47 $474,321 - $529,775	5,023 Added 10.44%	53,126 $5.39 Billion
Q3 2024 Oct 25, 2024	BUY	$84.77 - $97.13 $507,517 - $581,517	5,987 Added 14.22%	48,103 $4.61 Billion
Q2 2024 Jul 31, 2024	BUY	$79.31 - $93.31 $1.69 Million - $1.99 Million	21,322 Added 102.54%	42,116 $3.9 Billion
Q1 2024 Apr 23, 2024	BUY	$72.87 - $85.14 $1.07 Million - $1.25 Million	14,647 Added 238.28%	20,794 $1.76 Billion
Q4 2023 Jan 17, 2024	BUY	$65.78 - $75.4 $404,349 - $463,483	6,147 New	6,147 $462 Million

Others Institutions Holding IVW

# of Institutions

1,908

Shares Held

416M

Call Options Held

352K

Put Options Held

483K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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