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

Advocacy Wealth Management Services, LLC

$1.17 Billion
Q3 2024

A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 685,907 shares of IVW stock, worth $70.8 Million. This represents 5.62% of its overall portfolio holdings.

Number of Shares

685,907

Previous 725,361 5.44%

Holding current value

$70.8 Million

Previous $67.1 Million 2.16%

% of portfolio

5.62%

Previous 6.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$84.77 - $97.13 $3.34 Million - $3.83 Million	-39,454 Reduced 5.44%	685,907 $65.7 Million
Q2 2024 Jul 10, 2024	BUY	$79.31 - $93.31 $21.9 Million - $25.7 Million	275,876 Added 61.38%	725,361 $67.1 Million
Q1 2024 Apr 15, 2024	BUY	$72.87 - $85.14 $23.9 Million - $27.9 Million	328,258 Added 270.78%	449,485 $38 Million
Q4 2023 Jan 23, 2024	BUY	$65.78 - $75.4 $7.97 Million - $9.14 Million	121,227 New	121,227 $9.1 Million
Q4 2019 Jan 06, 2020	SELL	$43.72 - $48.62 $33,096 - $36,805	-757 Closed	0 $0
Q3 2019 Oct 02, 2019	BUY	$43.49 - $46.27 $4,305 - $4,580	99 Added 15.05%	757 $136,000
Q2 2019 Jul 05, 2019	BUY	$41.95 - $45.26 $27,603 - $29,781	658 New	658 $118,000

Others Institutions Holding IVW

# of Institutions

1,826

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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