West Coast Financial LLC Ishares S&P 500 Growth ETF Transaction History

West Coast Financial LLC

$907 Million
Q4 2024

A detailed history of West Coast Financial LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, West Coast Financial LLC holds 8,734 shares of IVW stock, worth $928,074. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,734

Previous 8,734 -0.0%

Holding current value

$928,074

Previous $836,000 5.98%

% of portfolio

0.1%

Previous 0.09%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$84.77 - $97.13 $13,139 - $15,055	155 Added 1.81%	8,734 $836,000
Q2 2024 Jul 19, 2024	SELL	$79.31 - $93.31 $6,741 - $7,931	-85 Reduced 0.98%	8,579 $793,000
Q4 2023 Jan 11, 2024	SELL	$65.78 - $75.4 $6,775 - $7,766	-103 Reduced 1.17%	8,664 $650,000
Q3 2023 Nov 02, 2023	SELL	$68.05 - $72.66 $29,261 - $31,243	-430 Reduced 4.68%	8,767 $599,000
Q2 2023 Aug 08, 2023	SELL	$63.21 - $70.48 $41,592 - $46,375	-658 Reduced 6.68%	9,197 $648,000
Q1 2023 May 08, 2023	SELL	$57.25 - $63.89 $12,308 - $13,736	-215 Reduced 2.14%	9,855 $629,000
Q4 2022 Feb 14, 2023	SELL	$56.73 - $63.56 $53,099 - $59,492	-936 Reduced 8.5%	10,070 $589,000
Q3 2022 Oct 31, 2022	SELL	$57.85 - $71.43 $26,032 - $32,143	-450 Reduced 3.93%	11,006 $637,000
Q2 2022 Jul 11, 2022	SELL	$58.13 - $77.8 $219,731 - $294,084	-3,780 Reduced 24.81%	11,456 $691,000
Q4 2021 Jan 19, 2022	SELL	$73.18 - $84.81 $3,805 - $4,410	-52 Reduced 0.34%	15,236 $1.28 Million
Q4 2020 Feb 03, 2021	BUY	$56.17 - $63.82 $655,897 - $745,226	11,677 Added 323.37%	15,288 $976,000
Q2 2020 Jul 13, 2020	SELL	$39.5 - $52.48 $26,465 - $35,161	-670 Reduced 15.65%	3,611 $749,000
Q1 2020 Apr 21, 2020	SELL	$36.14 - $52.65 $325 - $473	-9 Reduced 0.21%	4,281 $707,000
Q4 2019 Jan 17, 2020	SELL	$43.72 - $48.62 $14,427 - $16,044	-330 Reduced 7.14%	4,290 $831,000
Q3 2019 Oct 16, 2019	BUY	$43.49 - $46.27 $5,392 - $5,737	124 Added 2.76%	4,620 $832,000
Q1 2019 Apr 22, 2019	BUY	$36.63 - $43.33 $113,333 - $134,063	3,094 Added 220.68%	4,496 $775,000
Q4 2018 Jan 29, 2019	BUY	$35.15 - $44.43 $49,280 - $62,290	1,402 New	1,402 $211,000

Others Institutions Holding IVW

# of Institutions

1,872

Shares Held

416M

Call Options Held

355K

Put Options Held

483K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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West Coast Financial LLC Ishares S&P 500 Growth ETF Transaction History