Stone Crest Wealth Management, Inc. Ishares S&P 500 Growth ETF Transaction History

Stone Crest Wealth Management, Inc.

$153 Billion
Q4 2024

A detailed history of Stone Crest Wealth Management, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 31,973 shares of IVW stock, worth $3.32 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares

31,973

Previous 30,506 4.81%

Holding current value

$3.32 Million

Previous $2.92 Billion 11.14%

% of portfolio

2.12%

Previous 2.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$94.43 - $105.47 $138,528 - $154,724	1,467 Added 4.81%	31,973 $3.25 Billion
Q3 2024 Oct 08, 2024	SELL	$84.77 - $97.13 $52,981 - $60,706	-625 Reduced 2.01%	30,506 $2.92 Billion
Q2 2024 Jul 15, 2024	SELL	$79.31 - $93.31 $18,955 - $22,301	-239 Reduced 0.76%	31,131 $2.88 Billion
Q1 2024 Apr 22, 2024	SELL	$72.87 - $85.14 $137,505 - $160,659	-1,887 Reduced 5.67%	31,370 $2.65 Billion
Q4 2023 Jan 22, 2024	BUY	$65.78 - $75.4 $2.19 Million - $2.51 Million	33,257 New	33,257 $2.5 Billion

Others Institutions Holding IVW

# of Institutions

1,857

Shares Held

415M

Call Options Held

355K

Put Options Held

483K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Stone Crest Wealth Management, Inc. Ishares S&P 500 Growth ETF Transaction History