A detailed history of United Advisor Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 3,996 shares of IVW stock, worth $417,502. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,996
Previous 5,313 24.79%
Holding current value
$417,502
Previous $491,000 22.2%
% of portfolio
0.09%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$84.77 - $97.13 $111,642 - $127,920
-1,317 Reduced 24.79%
3,996 $382,000
Q2 2024

Aug 08, 2024

BUY
$79.31 - $93.31 $79,072 - $93,030
997 Added 23.1%
5,313 $491,000
Q1 2024

May 14, 2024

SELL
$72.87 - $85.14 $372,584 - $435,320
-5,113 Reduced 54.23%
4,316 $364,000
Q4 2023

Feb 15, 2024

BUY
$65.78 - $75.4 $620,239 - $710,946
9,429 New
9,429 $708,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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