Balboa Wealth Partners Ishares S&P 500 Growth ETF Transaction History

Balboa Wealth Partners

$422 Million
Q4 2024

A detailed history of Balboa Wealth Partners transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 22,150 shares of IVW stock, worth $2.36 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

22,150

Previous 14,806 49.6%

Holding current value

$2.36 Million

Previous $1.42 Million 58.65%

% of portfolio

0.53%

Previous 0.36%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$94.43 - $105.47 $693,493 - $774,571	7,344 Added 49.6%	22,150 $2.25 Million
Q3 2024 Nov 06, 2024	SELL	$84.77 - $97.13 $49,759 - $57,015	-587 Reduced 3.81%	14,806 $1.42 Million
Q2 2024 Aug 13, 2024	BUY	$79.31 - $93.31 $63,923 - $75,207	806 Added 5.53%	15,393 $1.42 Million
Q1 2024 May 13, 2024	BUY	$72.87 - $85.14 $20,767 - $24,264	285 Added 1.99%	14,587 $1.23 Million
Q4 2023 Feb 09, 2024	BUY	$65.78 - $75.4 $426,583 - $488,969	6,485 Added 82.96%	14,302 $1.07 Million
Q3 2023 Oct 23, 2023	SELL	$68.05 - $72.66 $81,319 - $86,828	-1,195 Reduced 13.26%	7,817 $534,000
Q2 2023 Aug 08, 2023	BUY	$63.21 - $70.48 $569,648 - $635,165	9,012 New	9,012 $635,000
Q3 2022 Jan 04, 2023	BUY	$57.85 - $71.43 $297,291 - $367,078	5,139 New	5,139 $297,000

Others Institutions Holding IVW

# of Institutions

1,998

Shares Held

428M

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

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Balboa Wealth Partners Ishares S&P 500 Growth ETF Transaction History