Lane & Associates LLC Ishares S&P 500 Growth ETF Transaction History

Lane & Associates LLC

$184 Million
Q1 2025

A detailed history of Lane & Associates LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lane & Associates LLC holds 24,255 shares of IVW stock, worth $2.61 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

24,255

Previous 24,656 1.63%

Holding current value

$2.61 Million

Previous $2.5 Million 10.07%

% of portfolio

1.23%

Previous 1.34%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$92.45 - $106.69 $37,072 - $42,782	-401 Reduced 1.63%	24,255 $2.25 Million
Q4 2024 Feb 03, 2025	BUY	$94.43 - $105.47 $89,708 - $100,196	950 Added 4.01%	24,656 $2.5 Million
Q3 2024 Nov 12, 2024	BUY	$84.77 - $97.13 $11,020 - $12,626	130 Added 0.55%	23,706 $2.27 Billion
Q2 2024 Aug 07, 2024	BUY	$79.31 - $93.31 $118,330 - $139,218	1,492 Added 6.76%	23,576 $2.18 Billion
Q1 2024 Apr 12, 2024	BUY	$72.87 - $85.14 $31,188 - $36,439	428 Added 1.98%	22,084 $1.86 Billion
Q4 2023 Apr 09, 2024	BUY	$65.78 - $75.4 $1.42 Million - $1.63 Million	21,656 New	21,656 $1.63 Billion
Q3 2023 Apr 12, 2024	BUY	$68.05 - $72.66 $89,826 - $95,911	1,320 Added 7.31%	19,371 $1.33 Billion
Q2 2023 Apr 12, 2024	SELL	$63.21 - $70.48 $254,925 - $284,245	-4,033 Reduced 18.26%	18,051 $1.27 Billion
Q1 2023 Apr 12, 2024	SELL	$57.25 - $63.89 $9,503 - $10,605	-166 Reduced 0.94%	17,504 $1.12 Billion
Q4 2022 Apr 12, 2024	SELL	$56.73 - $63.56 $250,406 - $280,553	-4,414 Reduced 19.99%	17,670 $1.03 Billion

Others Institutions Holding IVW

# of Institutions

2,029

Shares Held

427M

Call Options Held

203K

Put Options Held

136K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lane & Associates LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lane & Associates LLC with notifications on news.

Account

Lane & Associates LLC Ishares S&P 500 Growth ETF Transaction History