A detailed history of Ae Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 798,495 shares of IVW stock, worth $82.1 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
798,495
Previous 832,158 4.05%
Holding current value
$82.1 Million
Previous $77 Million 0.72%
% of portfolio
0.78%
Previous 0.85%

Shares

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

Nov 14, 2024

SELL
$84.77 - $97.13 $2.85 Million - $3.27 Million
-33,663 Reduced 4.05%
798,495 $76.5 Million
Q2 2024

Aug 12, 2024

BUY
$79.31 - $93.31 $29.9 Million - $35.2 Million
376,751 Added 82.73%
832,158 $77 Million
Q1 2024

May 15, 2024

BUY
$72.87 - $85.14 $6.43 Million - $7.51 Million
88,236 Added 24.03%
455,407 $38.5 Million
Q4 2023

Feb 14, 2024

SELL
$65.78 - $75.4 $11 Million - $12.6 Million
-166,563 Reduced 31.21%
367,171 $27.6 Million
Q3 2023

Oct 11, 2023

BUY
$68.05 - $72.66 $6.33 Million - $6.76 Million
93,085 Added 21.12%
533,734 $36.5 Million
Q2 2023

Jul 10, 2023

BUY
$63.21 - $70.48 $9.63 Million - $10.7 Million
152,353 Added 52.85%
440,649 $31.1 Million
Q1 2023

Apr 14, 2023

BUY
$57.25 - $63.89 $4.16 Million - $4.64 Million
72,597 Added 33.66%
288,296 $18.4 Million
Q4 2022

Jan 31, 2023

SELL
$56.73 - $63.56 $7,488 - $8,389
-132 Reduced 0.06%
215,699 $12.6 Million
Q3 2022

Oct 25, 2022

SELL
$57.85 - $71.43 $88,857 - $109,716
-1,536 Reduced 0.71%
215,831 $12.5 Million
Q2 2022

Aug 03, 2022

SELL
$58.13 - $77.8 $8.34 Million - $11.2 Million
-143,425 Reduced 39.75%
217,367 $13.1 Million
Q1 2022

Apr 18, 2022

SELL
$68.33 - $84.32 $1.76 Million - $2.18 Million
-25,822 Reduced 6.68%
360,792 $27.6 Million
Q4 2021

Jan 20, 2022

BUY
$73.18 - $84.81 $3.4 Million - $3.94 Million
46,418 Added 13.64%
386,614 $32.3 Million
Q3 2021

Nov 01, 2021

BUY
$72.99 - $79.0 $8.02 Million - $8.68 Million
109,817 Added 47.67%
340,196 $25.1 Million
Q2 2021

Jul 21, 2021

SELL
$65.96 - $72.81 $350,181 - $386,548
-5,309 Reduced 2.25%
230,379 $16.8 Million
Q1 2021

Apr 27, 2021

SELL
$61.43 - $67.25 $24.4 Million - $26.7 Million
-397,679 Reduced 62.79%
235,688 $15.3 Million
Q4 2020

Feb 01, 2021

BUY
$56.17 - $63.82 $25.7 Million - $29.2 Million
457,227 Added 259.58%
633,367 $40.4 Million
Q3 2020

Nov 06, 2020

BUY
$52.42 - $62.43 $4.89 Million - $5.82 Million
93,206 Added 112.39%
176,140 $40.7 Million
Q2 2020

Aug 05, 2020

BUY
$39.5 - $52.48 $1.03 Million - $1.37 Million
26,163 Added 46.09%
82,934 $17.2 Million
Q1 2020

May 07, 2020

BUY
$36.14 - $52.65 $90,241 - $131,467
2,497 Added 4.6%
56,771 $9.37 Million
Q4 2019

Jan 15, 2020

BUY
$43.72 - $48.62 $610,637 - $679,075
13,967 Added 34.65%
54,274 $10.5 Million
Q3 2019

Nov 05, 2019

SELL
$43.49 - $46.27 $1.68 Million - $1.79 Million
-38,654 Reduced 48.95%
40,307 $7.26 Million
Q2 2019

Jul 22, 2019

BUY
$41.95 - $45.26 $1.41 Million - $1.52 Million
33,522 Added 73.77%
78,961 $14.2 Million
Q1 2019

May 14, 2019

BUY
$36.63 - $43.33 $782,343 - $925,442
21,358 Added 88.69%
45,439 $7.83 Million
Q4 2018

Feb 15, 2019

BUY
$35.15 - $44.43 $129,914 - $164,213
3,696 Added 18.13%
24,081 $3.63 Million
Q3 2018

Nov 14, 2018

BUY
$40.58 - $44.29 $570,514 - $622,673
14,059 Added 222.24%
20,385 $3.61 Million
Q2 2018

Aug 15, 2018

BUY
$37.83 - $42.01 $121,699 - $135,146
3,217 Added 103.47%
6,326 $1.03 Million
Q1 2018

May 14, 2018

BUY
$37.4 - $41.49 $40,728 - $45,182
1,089 Added 53.91%
3,109 $482,000
Q4 2017

Feb 06, 2018

SELL
$35.95 - $38.73 $9,239 - $9,953
-257 Reduced 11.29%
2,020 $309,000
Q3 2017

Nov 08, 2017

BUY
$35.46 - $35.85 $80,742 - $81,630
2,277
2,277 $327,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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