Vertex Planning Partners, LLC Ishares S&P 500 Growth ETF Transaction History

Vertex Planning Partners, LLC

$453 Billion
Q4 2024

A detailed history of Vertex Planning Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 104,255 shares of IVW stock, worth $11.1 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares

104,255

Previous 106,545 2.15%

Holding current value

$11.1 Million

Previous $10.2 Billion 3.76%

% of portfolio

2.34%

Previous 2.44%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$94.43 - $105.47 $216,244 - $241,526	-2,290 Reduced 2.15%	104,255 $10.6 Billion
Q3 2024 Nov 07, 2024	SELL	$84.77 - $97.13 $139,955 - $160,361	-1,651 Reduced 1.53%	106,545 $10.2 Billion
Q2 2024 Aug 13, 2024	BUY	$79.31 - $93.31 $3.99 Million - $4.69 Million	50,274 Added 86.8%	108,196 $10 Billion
Q1 2024 May 13, 2024	BUY	$72.87 - $85.14 $3.26 Million - $3.81 Million	44,764 Added 340.2%	57,922 $4.89 Billion
Q4 2023 Feb 14, 2024	BUY	$65.78 - $75.4 $41,836 - $47,954	636 Added 5.08%	13,158 $988 Million
Q3 2023 Nov 14, 2023	BUY	$68.05 - $72.66 $408,436 - $436,105	6,002 Added 92.06%	12,522 $857 Million
Q2 2023 Aug 14, 2023	SELL	$63.21 - $70.48 $3,350 - $3,735	-53 Reduced 0.81%	6,520 $460 Million
Q1 2023 May 16, 2023	SELL	$57.25 - $63.89 $52,670 - $58,778	-920 Reduced 12.28%	6,573 $420 Million
Q4 2022 Feb 06, 2023	BUY	$56.73 - $63.56 $425,077 - $476,255	7,493 New	7,493 $438 Million

Others Institutions Holding IVW

# of Institutions

1,984

Shares Held

429M

Call Options Held

287K

Put Options Held

96.1K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Vertex Planning Partners, LLC Ishares S&P 500 Growth ETF Transaction History