Dynasty Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Dynasty Wealth Management, LLC

  • $3.31 Trillion
  • Q3 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 65,448 shares of IVW stock, worth $6.86 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
65,448
Previous 157,162 58.36%
Holding current value
$6.86 Million
Previous $14.5 Billion 55.99%
% of portfolio
0.19%
Previous 0.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$84.77 - $97.13 $7.77 Million - $8.91 Million
-91,714 Reduced 58.36%
65,448 $6.4 Billion
Q2 2024

Aug 12, 2024
BUY
$79.31 - $93.31 $12.5 Million - $14.7 Million
157,162 New
157,162 $14.5 Billion

Others Institutions Holding IVW

# of Institutions
1,863
Shares Held
416M
Call Options Held
355K
Put Options Held
483K
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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