4 J Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History

4 J Wealth Management LLC

$103 Million
Q1 2024

A detailed history of 4 J Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, 4 J Wealth Management LLC holds 8,538 shares of IVW stock, worth $820,245. This represents 0.7% of its overall portfolio holdings.

Number of Shares

8,538

Previous 8,723 2.12%

Holding current value

$820,245

Previous $655,000 9.92%

% of portfolio

0.7%

Previous 0.63%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$72.87 - $85.14 $13,480 - $15,750	-185 Reduced 2.12%	8,538 $720,000
Q4 2023 Jan 22, 2024	SELL	$65.78 - $75.4 $74,923 - $85,880	-1,139 Reduced 11.55%	8,723 $655,000
Q3 2023 Oct 24, 2023	SELL	$68.05 - $72.66 $30,146 - $32,188	-443 Reduced 4.3%	9,862 $674,000
Q2 2023 Jul 14, 2023	SELL	$63.21 - $70.48 $18,330 - $20,439	-290 Reduced 2.74%	10,305 $726,000
Q1 2023 Apr 21, 2023	SELL	$57.25 - $63.89 $54,960 - $61,334	-960 Reduced 8.31%	10,595 $676,000

Q4 2022 Jan 17, 2023	SELL	$56.99 - $63.56 $22,511 - $25,106	-395 Reduced 3.31%	11,555 $0
Q3 2022 Oct 27, 2022	BUY	$59.8 - $71.43 $714,610 - $853,588	11,950 New	11,950 $691,000
Q2 2022 Aug 01, 2022	SELL	$58.13 - $77.8 $60,106 - $80,445	-1,034 Reduced 7.82%	12,195 $736,000
Q1 2022 Apr 28, 2022	SELL	$68.33 - $84.32 $6,833 - $8,432	-100 Reduced 0.75%	13,229 $1.01 Million
Q4 2021 Jan 20, 2022	SELL	$73.18 - $84.81 $14,636 - $16,962	-200 Reduced 1.48%	13,329 $1.12 Million
Q3 2021 Oct 19, 2021	SELL	$72.99 - $79.0 $304,733 - $329,825	-4,175 Reduced 23.58%	13,529 $1 Million
Q2 2021 Jul 13, 2021	SELL	$65.96 - $72.81 $25,328 - $27,959	-384 Reduced 2.12%	17,704 $1.29 Million
Q4 2020 Jan 15, 2021	BUY	$56.17 - $63.82 $1.02 Million - $1.15 Million	18,088 New	18,088 $1.15 Million

Others Institutions Holding IVW

# of Institutions

1,679

Shares Held

384M

Call Options Held

379K

Put Options Held

363K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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4 J Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History