Baron Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History

Baron Wealth Management LLC

$208 Billion
Q3 2024

A detailed history of Baron Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Baron Wealth Management LLC holds 28,895 shares of IVW stock, worth $2.89 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

28,895

Previous 29,137 0.83%

Holding current value

$2.89 Million

Previous $2.7 Billion 2.61%

% of portfolio

1.33%

Previous 1.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$84.77 - $97.13 $20,514 - $23,505	-242 Reduced 0.83%	28,895 $2.77 Billion
Q2 2024 Aug 13, 2024	SELL	$79.31 - $93.31 $9,675 - $11,383	-122 Reduced 0.42%	29,137 $2.7 Billion
Q1 2024 May 08, 2024	SELL	$72.87 - $85.14 $146,978 - $171,727	-2,017 Reduced 6.45%	29,259 $2.47 Billion
Q4 2023 Jan 04, 2024	BUY	$65.78 - $75.4 $11,379 - $13,044	173 Added 0.56%	31,276 $2.35 Billion
Q2 2023 Aug 08, 2023	BUY	$63.21 - $70.48 $4,045 - $4,510	64 Added 0.21%	31,103 $2.19 Billion
Q1 2023 May 10, 2023	SELL	$57.25 - $63.89 $1.33 Million - $1.48 Million	-23,182 Reduced 42.75%	31,039 $1.98 Million
Q4 2022 Jun 06, 2023	BUY	$56.73 - $63.56 $1.32 Million - $1.47 Million	23,182 Added 74.69%	54,221 $3.17 Billion
Q4 2022 Apr 04, 2023	BUY	$56.73 - $63.56 $3.08 Million - $3.45 Million	54,221 New	54,221 $3.17 Million

Others Institutions Holding IVW

# of Institutions

1,818

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Baron Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History