Legacy Capital Group California, Inc. Ishares S&P 500 Growth ETF Transaction History

Legacy Capital Group California, Inc.

$328 Billion
Q4 2024

A detailed history of Legacy Capital Group California, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 3,521 shares of IVW stock, worth $333,861. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,521

Previous 3,234 8.87%

Holding current value

$333,861

Previous $310 Million 15.45%

% of portfolio

0.11%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$94.43 - $105.47 $27,101 - $30,269	287 Added 8.87%	3,521 $357 Million
Q3 2024 Oct 23, 2024	SELL	$84.77 - $97.13 $218,791 - $250,692	-2,581 Reduced 44.39%	3,234 $310 Million
Q2 2024 Jul 22, 2024	BUY	$79.31 - $93.31 $210,250 - $247,364	2,651 Added 83.79%	5,815 $538 Million
Q1 2024 May 07, 2024	BUY	$72.87 - $85.14 $2,769 - $3,235	38 Added 1.22%	3,164 $267 Million
Q4 2023 Feb 08, 2024	BUY	$65.78 - $75.4 $1,381 - $1,583	21 Added 0.68%	3,126 $235 Million
Q3 2023 Nov 06, 2023	BUY	$68.05 - $72.66 $3,198 - $3,415	47 Added 1.54%	3,105 $212 Million
Q2 2023 Aug 10, 2023	BUY	$63.21 - $70.48 $193,296 - $215,527	3,058 New	3,058 $216 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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Legacy Capital Group California, Inc. Ishares S&P 500 Growth ETF Transaction History