A detailed history of 1776 Wealth LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, 1776 Wealth LLC holds 3,000 shares of IVW stock, worth $308,280. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,000
Previous 3,000 -0.0%
Holding current value
$308,280
Previous $277,000 3.61%
% of portfolio
0.13%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 02, 2023

BUY
$63.21 - $70.48 $189,630 - $211,440
3,000 New
3,000 $211,000
Q2 2022

Jul 29, 2022

SELL
$58.13 - $77.8 $174,390 - $233,400
-3,000 Closed
0 $0
Q3 2021

Oct 21, 2021

SELL
$72.99 - $79.0 $70,070 - $75,840
-960 Reduced 24.24%
3,000 $222,000
Q4 2020

Feb 12, 2021

BUY
$56.17 - $63.82 $166,824 - $189,545
2,970 Added 300.0%
3,960 $253,000
Q4 2019

Feb 12, 2020

BUY
$43.72 - $48.62 $43,282 - $48,133
990 New
990 $191,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track 1776 Wealth LLC Portfolio

Follow 1776 Wealth LLC 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 1776 Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on 1776 Wealth LLC with notifications on news.