Acorn Financial Advisory Services Inc Ishares S&P 500 Growth ETF Transaction History

Acorn Financial Advisory Services Inc

$461 Million
Q1 2025

A detailed history of Acorn Financial Advisory Services Inc transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 2,499 shares of IVW stock, worth $284,536. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,499

Previous 2,883 13.32%

Holding current value

$284,536

Previous $292,000 20.89%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$92.45 - $106.69 $35,500 - $40,968	-384 Reduced 13.32%	2,499 $231,000
Q4 2024 Feb 14, 2025	SELL	$94.43 - $105.47 $68,839 - $76,887	-729 Reduced 20.18%	2,883 $292,000
Q3 2024 Nov 01, 2024	SELL	$84.77 - $97.13 $25,770 - $29,527	-304 Reduced 7.76%	3,612 $345,000
Q2 2024 Aug 01, 2024	BUY	$79.31 - $93.31 $310,577 - $365,401	3,916 New	3,916 $362,000
Q4 2023 Jan 17, 2024	SELL	$65.78 - $75.4 $93,078 - $106,691	-1,415 Reduced 32.6%	2,926 $219,000
Q3 2023 Oct 10, 2023	BUY	$68.05 - $72.66 $14,766 - $15,767	217 Added 5.26%	4,341 $297,000
Q2 2023 Jul 20, 2023	BUY	$63.21 - $70.48 $63 - $70	1 Added 0.02%	4,124 $290,000
Q4 2022 Jan 20, 2023	BUY	$56.73 - $63.56 $233,897 - $262,057	4,123 New	4,123 $0

Others Institutions Holding IVW

# of Institutions

2,060

Shares Held

421M

Call Options Held

196K

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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Acorn Financial Advisory Services Inc Ishares S&P 500 Growth ETF Transaction History