A detailed history of Adviser Investments LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Adviser Investments LLC holds 16,684 shares of IVW stock, worth $1.75 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,684
Previous 14,921 11.82%
Holding current value
$1.75 Million
Previous $1.38 Million 15.72%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$84.77 - $97.13 $149,449 - $171,240
1,763 Added 11.82%
16,684 $1.6 Million
Q2 2024

Aug 12, 2024

SELL
$79.31 - $93.31 $73,441 - $86,405
-926 Reduced 5.84%
14,921 $1.38 Million
Q1 2024

Apr 29, 2024

SELL
$72.87 - $85.14 $10,420 - $12,175
-143 Reduced 0.89%
15,847 $1.34 Million
Q4 2023

Feb 01, 2024

BUY
$65.78 - $75.4 $1.05 Million - $1.21 Million
15,990 New
15,990 $1.2 Million
Q3 2022

Oct 14, 2022

SELL
$57.85 - $71.43 $46,974 - $58,001
-812 Reduced 6.85%
11,046 $639,000
Q2 2022

Jul 14, 2022

BUY
$58.13 - $77.8 $689,305 - $922,552
11,858 New
11,858 $716,000
Q1 2019

May 07, 2019

SELL
$36.63 - $43.33 $86,410 - $102,215
-2,359 Closed
0 $0
Q4 2018

Jan 25, 2019

BUY
$35.15 - $44.43 $82,918 - $104,810
2,359 New
2,359 $355,000
Q3 2018

Nov 14, 2018

SELL
$40.58 - $44.29 $4,666 - $5,093
-115 Closed
0 $0
Q1 2018

May 14, 2018

BUY
$37.4 - $41.49 $4,301 - $4,771
115 New
115 $18,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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