Twin Peaks Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 48,103 shares of IVW stock, worth $4.79 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
48,103
Previous 42,116 14.22%
Holding current value
$4.79 Million
Previous $3.9 Billion 18.18%
% of portfolio
2.12%
Previous 1.94%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$84.77 - $97.13 $507,517 - $581,517
5,987 Added 14.22%
48,103 $4.61 Billion
Q2 2024

Jul 31, 2024
BUY
$79.31 - $93.31 $1.69 Million - $1.99 Million
21,322 Added 102.54%
42,116 $3.9 Billion
Q1 2024

Apr 23, 2024
BUY
$72.87 - $85.14 $1.07 Million - $1.25 Million
14,647 Added 238.28%
20,794 $1.76 Billion
Q4 2023

Jan 17, 2024
BUY
$65.78 - $75.4 $404,349 - $463,483
6,147 New
6,147 $462 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

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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