Advisor Resource Council Ishares S&P 500 Growth ETF Transaction History

Advisor Resource Council

$179 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	SELL	$72.87 - $85.14 $2.28 Million - $2.67 Million	-31,329 Reduced 89.21%	3,790 $320,000
Q4 2023 Jan 12, 2024	BUY	$65.78 - $75.4 $2.31 Million - $2.65 Million	35,119 New	35,119 $2.64 Million
Q2 2022 Jul 27, 2022	BUY	$58.13 - $77.8 $2.51 Million - $3.36 Million	43,227 New	43,227 $2.61 Million
Q1 2022 Apr 20, 2022	SELL	$68.33 - $84.32 $3.14 Million - $3.88 Million	-46,016 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$73.18 - $84.81 $3.37 Million - $3.9 Million	46,016 New	46,016 $3.85 Million
Q3 2021 Nov 16, 2021	SELL	$72.99 - $79.0 $3.21 Million - $3.48 Million	-44,037 Closed	0 $0
Q2 2021 Aug 19, 2021	BUY	$65.96 - $72.81 $2.69 Million - $2.97 Million	40,834 Added 1274.87%	44,037 $3.2 Million
Q2 2021 Aug 13, 2021	BUY	$65.96 - $72.81 $211,269 - $233,210	3,203 New	3,203 $232,000

Others Institutions Holding IVW

# of Institutions

1,765

Shares Held

428M

Call Options Held

281K

Put Options Held

217K

Envestnet Asset Management Inc

49M
Shares

$4.78 Billion
1.61% of portfolio
Jpmorgan Chase & CO New York, NY

47.7M
Shares

$4.65 Billion
0.39% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$3.25 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$1.87 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

15.5M
Shares

$1.51 Billion
0.35% of portfolio

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Resource Council, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Resource Council with notifications on news.