Yhb Investment Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History

Yhb Investment Advisors, Inc.

  • $1.2 Billion
  • Q4 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 107,790 shares of IVW stock, worth $10.8 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
107,790
Previous 107,653 0.13%
Holding current value
$10.8 Million
Previous $10.3 Million 6.17%
% of portfolio
0.91%
Previous 0.87%

Shares

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

Jan 22, 2025
BUY
$94.43 - $105.47 $12,936 - $14,449
137 Added 0.13%
107,790 $10.9 Million
Q3 2024

Oct 22, 2024
BUY
$84.77 - $97.13 $13,393 - $15,346
158 Added 0.15%
107,653 $10.3 Million
Q2 2024

Aug 01, 2024
BUY
$79.31 - $93.31 $6,741 - $7,931
85 Added 0.08%
107,495 $9.95 Million
Q1 2024

Aug 14, 2024
SELL
$72.87 - $85.14 $6,193 - $7,236
-85 Reduced 0.08%
107,410 $9.07 Million
Q1 2024

Apr 26, 2024
SELL
$72.87 - $85.14 $458,060 - $535,190
-6,286 Reduced 5.53%
107,410 $9.07 Million
Q4 2023

Jan 29, 2024
SELL
$65.78 - $75.4 $880,070 - $1.01 Million
-13,379 Reduced 10.53%
113,696 $8.54 Million
Q2 2023

Aug 10, 2023
BUY
$63.21 - $70.48 $17,066 - $19,029
270 Added 0.21%
127,075 $8.96 Million
Q1 2023

May 08, 2023
BUY
$57.25 - $63.89 $269,017 - $300,219
4,699 Added 3.85%
126,805 $8.1 Million
Q4 2022

Jan 12, 2023
BUY
$56.73 - $63.56 $247,229 - $276,994
4,358 Added 3.7%
122,106 $0
Q3 2022

Nov 03, 2022
BUY
$57.85 - $71.43 $17,123 - $21,143
296 Added 0.25%
117,748 $6.81 Million
Q2 2022

Jul 14, 2022
BUY
$58.13 - $77.8 $22,612 - $30,264
389 Added 0.33%
117,452 $7.09 Million
Q4 2021

Jan 18, 2022
BUY
$73.18 - $84.81 $9,513 - $11,025
130 Added 0.11%
117,063 $9.8 Million
Q3 2021

Oct 28, 2021
BUY
$72.99 - $79.0 $16,349 - $17,696
224 Added 0.19%
116,933 $8.64 Million
Q2 2021

Jul 15, 2021
BUY
$65.96 - $72.81 $9,036 - $9,974
137 Added 0.12%
116,709 $8.49 Million
Q1 2021

Apr 22, 2021
SELL
$61.43 - $67.25 $35,936 - $39,341
-585 Reduced 0.5%
116,572 $8.15 Million
Q4 2020

Jan 21, 2021
BUY
$56.17 - $63.82 $4.94 Million - $5.62 Million
88,000 Added 301.81%
117,157 $7.48 Million
Q3 2020

Nov 02, 2020
BUY
$52.42 - $62.43 $1.53 Million - $1.82 Million
29,157 New
29,157 $6.74 Million

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

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Yhb Investment Advisors, Inc. Portfolio

Follow Yhb Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Yhb Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Yhb Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email