Family Wealth Group, LLC Ishares S&P 500 Growth ETF Transaction History

Family Wealth Group, LLC

  • $92.4 Million
  • Q2 2024

A detailed history of Family Wealth Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 9,561 shares of IVW stock, worth $843,471. This represents 0.96% of its overall portfolio holdings.

Number of Shares
9,561
Previous 5,468 74.85%
Holding current value
$843,471
Previous $461,000 91.76%
% of portfolio
0.96%
Previous 0.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$79.31 - $93.31 $324,615 - $381,917
4,093 Added 74.85%
9,561 $884,000
Q1 2024

Aug 14, 2024
BUY
$72.87 - $85.14 $142,898 - $166,959
1,961 Added 55.92%
5,468 $461,000
Q4 2023

Feb 14, 2024
BUY
$65.78 - $75.4 $230,690 - $264,427
3,507 New
3,507 $263,000

Others Institutions Holding IVW

# of Institutions
1,757
Shares Held
431M
Call Options Held
281K
Put Options Held
217K
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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