A detailed history of Strategic Financial Concepts, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 4,189 shares of IVW stock, worth $430,461. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,189
Previous 351,197 98.81%
Holding current value
$430,461
Previous $26 Million 1441.14%
% of portfolio
0.13%
Previous 0.02%

Shares

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

Nov 12, 2024

SELL
$84.77 - $97.13 $29.4 Million - $33.7 Million
-347,008 Reduced 98.81%
4,189 $401 Million
Q2 2024

Aug 06, 2024

BUY
$79.31 - $93.31 $27.6 Million - $32.4 Million
347,407 Added 9166.41%
351,197 $26 Million
Q1 2024

Apr 22, 2024

BUY
$72.87 - $85.14 $276,177 - $322,680
3,790 New
3,790 $320 Million
Q3 2023

Nov 07, 2023

BUY
$68.05 - $72.66 $7,961 - $8,501
117 Added 3.09%
3,904 $267 Million
Q2 2023

Sep 06, 2023

BUY
$63.21 - $70.48 $63 - $70
1 Added 0.03%
3,787 $267 Million
Q1 2023

Sep 06, 2023

BUY
$57.25 - $63.89 $216,748 - $241,887
3,786 New
3,786 $242 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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