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

49 Wealth Management, LLC

$702 Billion
Q4 2024

A detailed history of 49 Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, 49 Wealth Management, LLC holds 7,256 shares of IVW stock, worth $750,488. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,256

Previous 10,880 33.31%

Holding current value

$750,488

Previous $1.04 Billion 29.28%

% of portfolio

0.1%

Previous 0.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$94.43 - $105.47 $342,214 - $382,223	-3,624 Reduced 33.31%	7,256 $737 Million
Q3 2024 Nov 12, 2024	BUY	$84.77 - $97.13 $228,963 - $262,348	2,701 Added 33.02%	10,880 $1.04 Billion
Q2 2024 Jul 30, 2024	BUY	$79.31 - $93.31 $171,706 - $202,016	2,165 Added 36.0%	8,179 $763 Million
Q1 2024 May 07, 2024	BUY	$72.87 - $85.14 $12,533 - $14,644	172 Added 2.94%	6,014 $509 Million
Q4 2023 May 07, 2024	BUY	$65.78 - $75.4 $384,286 - $440,486	5,842 New	5,842 $439 Million

Others Institutions Holding IVW

# of Institutions

1,999

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