Wedmont Private Capital Ishares S&P 500 Growth ETF Transaction History

Wedmont Private Capital

$1.88 Billion
Q4 2024

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 9,209 shares of IVW stock, worth $925,964. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,209

Previous 10,411 11.55%

Holding current value

$925,964

Previous $996,000 6.22%

% of portfolio

0.05%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$94.43 - $105.47 $113,504 - $126,774	-1,202 Reduced 11.55%	9,209 $934,000
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

# of Institutions

2,003

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Wedmont Private Capital Ishares S&P 500 Growth ETF Transaction History