Alterna Wealth Management, Inc Ishares S&P 500 Growth ETF Transaction History

Alterna Wealth Management, Inc

$115 Million
Q4 2024

A detailed history of Alterna Wealth Management, Inc transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 32,882 shares of IVW stock, worth $3.12 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares

32,882

Previous 28,136 16.87%

Holding current value

$3.12 Million

Previous $2.69 Million 23.9%

% of portfolio

2.89%

Previous 2.5%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$94.43 - $105.47 $448,164 - $500,560	4,746 Added 16.87%	32,882 $3.34 Million
Q3 2024 Oct 30, 2024	SELL	$84.77 - $97.13 $401,131 - $459,619	-4,732 Reduced 14.4%	28,136 $2.69 Million
Q2 2024 Jul 12, 2024	SELL	$79.31 - $93.31 $103,578 - $121,862	-1,306 Reduced 3.82%	32,868 $3.04 Million
Q1 2024 May 03, 2024	BUY	$72.87 - $85.14 $1.56 Million - $1.82 Million	21,416 Added 167.86%	34,174 $2.89 Million
Q4 2023 Feb 06, 2024	BUY	$65.78 - $75.4 $228,717 - $262,165	3,477 Added 37.46%	12,758 $958,000
Q3 2023 Nov 13, 2023	BUY	$68.05 - $72.66 $631,572 - $674,357	9,281 New	9,281 $635,000
Q4 2018 Feb 14, 2019	BUY	$35.15 - $44.43 $244,714 - $309,321	6,962 New	6,962 $953,000

Others Institutions Holding IVW

# of Institutions

2,010

Shares Held

428M

Call Options Held

183K

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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Alterna Wealth Management, Inc Ishares S&P 500 Growth ETF Transaction History