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

Independent Solutions Wealth Management, LLC

  • $457 Billion
  • Q4 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 165,680 shares of IVW stock, worth $16.7 Million. This represents 3.68% of its overall portfolio holdings.

Number of Shares
165,680
Previous 182,107 9.02%
Holding current value
$16.7 Million
Previous $17.4 Billion 3.53%
% of portfolio
3.68%
Previous 3.94%

Shares

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

Feb 11, 2025
SELL
$94.43 - $105.47 $1.55 Million - $1.73 Million
-16,427 Reduced 9.02%
165,680 $16.8 Billion
Q3 2024

Dec 19, 2024
SELL
$84.77 - $97.13 $1.52 Million - $1.75 Million
-17,969 Reduced 8.98%
182,107 $17.4 Billion
Q2 2024

Dec 19, 2024
BUY
$79.31 - $93.31 $73,916 - $86,964
932 Added 0.47%
200,076 $18.5 Billion
Q1 2024

Dec 19, 2024
SELL
$72.87 - $85.14 $923,554 - $1.08 Million
-12,674 Reduced 5.98%
199,144 $16.8 Billion
Q4 2023

Dec 19, 2024
SELL
$65.78 - $75.4 $171,028 - $196,040
-2,600 Reduced 1.21%
211,818 $15.9 Billion
Q3 2023

Dec 19, 2024
BUY
$68.05 - $72.66 $552,497 - $589,926
8,119 Added 3.94%
214,418 $14.7 Billion
Q2 2023

Dec 19, 2024
SELL
$63.21 - $70.48 $63,526 - $70,832
-1,005 Reduced 0.48%
206,299 $14.5 Billion
Q1 2023

Dec 19, 2024
SELL
$57.25 - $63.89 $399,318 - $445,632
-6,975 Reduced 3.26%
207,304 $13.2 Billion
Q4 2022

Dec 19, 2024
BUY
$56.73 - $63.56 $633,050 - $709,266
11,159 Added 5.49%
214,279 $12.5 Billion
Q3 2022

Dec 19, 2024
SELL
$57.85 - $71.43 $264,085 - $326,077
-4,565 Reduced 2.2%
203,120 $11.8 Billion
Q2 2022

Dec 19, 2024
SELL
$58.13 - $77.8 $2.04 Million - $2.73 Million
-35,081 Reduced 14.45%
207,685 $12.5 Billion
Q1 2022

Dec 19, 2024
SELL
$68.33 - $84.32 $90,127 - $111,218
-1,319 Reduced 0.54%
242,766 $18.5 Billion
Q4 2021

Dec 19, 2024
SELL
$73.18 - $84.81 $1.25 Million - $1.45 Million
-17,046 Reduced 6.53%
244,085 $20.4 Billion
Q3 2021

Dec 19, 2024
SELL
$72.99 - $79.0 $3.9 Million - $4.22 Million
-53,416 Reduced 16.98%
261,131 $19.3 Billion
Q2 2021

Dec 19, 2024
SELL
$65.96 - $72.81 $640,405 - $706,912
-9,709 Reduced 2.99%
314,547 $22.9 Billion
Q1 2021

Dec 19, 2024
BUY
$61.43 - $67.25 $3.09 Million - $3.38 Million
50,293 Added 18.36%
324,256 $21.1 Billion
Q4 2020

Dec 19, 2024
BUY
$56.17 - $63.82 $11.7 Million - $13.3 Million
208,834 Added 320.65%
273,963 $17.5 Billion
Q3 2020

Dec 19, 2024
SELL
$52.42 - $62.43 $393,936 - $469,161
-7,515 Reduced 10.34%
65,129 $15.1 Billion
Q2 2020

Dec 19, 2024
SELL
$39.5 - $52.48 $252,602 - $335,609
-6,395 Reduced 8.09%
72,644 $15.1 Billion
Q1 2020

Dec 19, 2024
SELL
$36.14 - $52.65 $23,816 - $34,696
-659 Reduced 0.83%
79,039 $13 Billion
Q4 2019

Dec 13, 2024
BUY
$43.72 - $48.62 $3.48 Million - $3.87 Million
79,698 New
79,698 $15.4 Billion

Others Institutions Holding IVW

# of Institutions
2,005
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
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