A detailed history of Wealth Quarterback LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wealth Quarterback LLC holds 2,551 shares of IVW stock, worth $271,069. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,551
Previous 2,573 0.86%
Holding current value
$271,069
Previous $238,000 2.52%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Nov 01, 2024

SELL
$84.77 - $97.13 $1,864 - $2,136
-22 Reduced 0.86%
2,551 $244,000
Q2 2024

Jul 22, 2024

BUY
$79.31 - $93.31 $204,064 - $240,086
2,573 New
2,573 $238,000
Q2 2023

Aug 10, 2023

SELL
$63.21 - $70.48 $35,397 - $39,468
-560 Reduced 15.59%
3,033 $213,000
Q1 2023

May 12, 2023

SELL
$57.25 - $63.89 $136,426 - $152,249
-2,383 Reduced 39.88%
3,593 $229,000
Q4 2022

Feb 10, 2023

SELL
$56.73 - $63.56 $62,119 - $69,598
-1,095 Reduced 15.49%
5,976 $349,000
Q3 2022

Nov 14, 2022

SELL
$57.85 - $71.43 $22,735 - $28,071
-393 Reduced 5.27%
7,071 $409,000
Q2 2022

Aug 15, 2022

SELL
$58.13 - $77.8 $257,574 - $344,731
-4,431 Reduced 37.25%
7,464 $450,000
Q3 2021

Nov 17, 2021

SELL
$72.99 - $79.0 $16,422 - $17,775
-225 Reduced 1.86%
11,895 $864,000
Q2 2021

Aug 11, 2021

SELL
$65.96 - $72.81 $1.97 Million - $2.18 Million
-29,934 Reduced 71.18%
12,120 $882,000
Q4 2020

Feb 17, 2021

BUY
$56.17 - $63.82 $1.74 Million - $1.98 Million
31,059 Added 282.48%
42,054 $2.68 Million
Q2 2020

Aug 17, 2020

BUY
$39.5 - $52.48 $20,066 - $26,659
508 Added 4.84%
10,995 $2.28 Million
Q1 2020

May 14, 2020

BUY
$36.14 - $52.65 $157,245 - $229,080
4,351 Added 70.91%
10,487 $432,000
Q4 2019

Feb 27, 2020

BUY
$43.72 - $48.62 $268,265 - $298,332
6,136 New
6,136 $297,000
Q4 2019

Feb 18, 2020

SELL
$43.72 - $48.62 $379,751 - $422,313
-8,686 Closed
0 $0
Q1 1987

May 17, 2022

BUY
N/A
8,686
8,686 $0

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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