A detailed history of Wedmont Private Capital transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Wedmont Private Capital holds 10,411 shares of IVW stock, worth $1.09 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,411
Previous 10,327 0.81%
Holding current value
$1.09 Million
Previous $955,000 4.29%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 08, 2024

BUY
$84.77 - $97.13 $7,120 - $8,158
84 Added 0.81%
10,411 $996,000
Q2 2024

Jul 15, 2024

BUY
$79.31 - $93.31 $158 - $186
2 Added 0.02%
10,327 $955,000
Q1 2024

Apr 10, 2024

BUY
$72.87 - $85.14 $72 - $85
1 Added 0.01%
10,325 $871,000
Q4 2023

Jan 09, 2024

BUY
$65.78 - $75.4 $65 - $75
1 Added 0.01%
10,324 $775,000
Q3 2023

Oct 10, 2023

SELL
$68.05 - $72.66 $131,132 - $140,015
-1,927 Reduced 15.73%
10,323 $706,000
Q2 2023

Jul 17, 2023

BUY
$63.21 - $70.48 $774,322 - $863,380
12,250 New
12,250 $863,000
Q2 2022

Jul 11, 2022

SELL
$58.13 - $77.8 $151,079 - $202,202
-2,599 Closed
0 $0
Q1 2022

Apr 05, 2022

BUY
$68.33 - $84.32 $177,589 - $219,147
2,599 New
2,599 $202,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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