West Branch Capital LLC Ishares S&P 500 Growth ETF Transaction History

West Branch Capital LLC

  • $297 Million
  • Q4 2024

A detailed history of West Branch Capital LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, West Branch Capital LLC holds 1,247 shares of IVW stock, worth $128,977. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,247
Previous 1,245 0.16%
Holding current value
$128,977
Previous $119,000 5.88%
% of portfolio
0.04%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$94.43 - $105.47 $188 - $210
2 Added 0.16%
1,247 $126,000
Q3 2024

Oct 18, 2024
BUY
$84.77 - $97.13 $169 - $194
2 Added 0.16%
1,245 $119,000
Q2 2024

Jul 26, 2024
BUY
$79.31 - $93.31 $79 - $93
1 Added 0.08%
1,243 $115,000
Q1 2024

Apr 23, 2024
BUY
$72.87 - $85.14 $72 - $85
1 Added 0.08%
1,242 $104,000
Q4 2023

Jan 19, 2024
SELL
$65.78 - $75.4 $3,946 - $4,524
-60 Reduced 4.61%
1,241 $93,000
Q2 2023

Aug 04, 2023
BUY
$63.21 - $70.48 $189 - $211
3 Added 0.23%
1,301 $91,000
Q1 2023

Apr 20, 2023
BUY
$57.25 - $63.89 $229 - $255
4 Added 0.31%
1,298 $82,000
Q4 2022

Jan 27, 2023
SELL
$56.73 - $63.56 $70,175 - $78,623
-1,237 Reduced 48.87%
1,294 $0
Q3 2022

Oct 19, 2022
BUY
$57.85 - $71.43 $71,907 - $88,787
1,243 Added 96.51%
2,531 $146,000
Q2 2022

Jul 28, 2022
BUY
$58.13 - $77.8 $116 - $155
2 Added 0.16%
1,288 $78,000
Q1 2022

May 03, 2022
SELL
$68.33 - $84.32 $3,143 - $3,878
-46 Reduced 3.45%
1,286 $98,000
Q4 2021

Jan 24, 2022
SELL
$73.18 - $84.81 $73 - $84
-1 Reduced 0.08%
1,332 $111,000
Q3 2021

Nov 09, 2021
BUY
$72.99 - $79.0 $145 - $158
2 Added 0.15%
1,333 $99,000
Q2 2021

Aug 17, 2021
BUY
$65.96 - $72.81 $87,792 - $96,910
1,331 New
1,331 $96,000

Others Institutions Holding IVW

# of Institutions
1,999
Shares Held
428M
Call Options Held
183K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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