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

Yhb Investment Advisors, Inc.

$1.17 Billion
Q1 2025

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 107,910 shares of IVW stock, worth $9.52 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

107,910

Previous 107,790 0.11%

Holding current value

$9.52 Million

Previous $10.9 Million 8.46%

% of portfolio

0.86%

Previous 0.91%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$92.45 - $106.69 $11,094 - $12,802	120 Added 0.11%	107,910 $10 Million
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

2,015

Shares Held

427M

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

Track This Portfolio

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.

Account

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