Beverly Hills Private Wealth, LLC Ishares S&P 500 Growth ETF Transaction History

Beverly Hills Private Wealth, LLC

$495 Billion
Q4 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 5,123 shares of IVW stock, worth $485,762. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,123

Previous 6,315 18.88%

Holding current value

$485,762

Previous $605 Million 13.98%

% of portfolio

0.11%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$94.43 - $105.47 $112,560 - $125,720	-1,192 Reduced 18.88%	5,123 $520 Million
Q3 2024 Nov 12, 2024	SELL	$84.77 - $97.13 $235,151 - $269,438	-2,774 Reduced 30.52%	6,315 $605 Million
Q2 2024 Aug 07, 2024	BUY	$79.31 - $93.31 $221,195 - $260,241	2,789 Added 44.27%	9,089 $841 Million
Q1 2024 May 08, 2024	BUY	$72.87 - $85.14 $255,190 - $298,160	3,502 Added 125.16%	6,300 $532 Million
Q4 2023 Jan 29, 2024	SELL	$65.78 - $75.4 $17,760 - $20,358	-270 Reduced 8.8%	2,798 $210 Million
Q3 2023 Nov 08, 2023	SELL	$68.05 - $72.66 $235,861 - $251,839	-3,466 Reduced 53.05%	3,068 $210 Million
Q2 2023 Aug 09, 2023	BUY	$63.21 - $70.48 $413,014 - $460,516	6,534 New	6,534 $461 Million

Others Institutions Holding IVW

# of Institutions

2,010

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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Beverly Hills Private Wealth, LLC Ishares S&P 500 Growth ETF Transaction History