A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 5,771 shares of IVW stock, worth $549,860. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,771
Previous 5,850 1.35%
Holding current value
$549,860
Previous $494 Million 8.11%
% of portfolio
0.15%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$79.31 - $93.31 $6,265 - $7,371
-79 Reduced 1.35%
5,771 $534 Million
Q1 2024

May 13, 2024

BUY
$72.87 - $85.14 $120,235 - $140,481
1,650 Added 39.29%
5,850 $494 Million
Q3 2023

Nov 08, 2023

BUY
$68.05 - $72.66 $285,810 - $305,172
4,200 New
4,200 $288 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Annis Gardner Whiting Capital Advisors, LLC Portfolio

Follow Annis Gardner Whiting Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Annis Gardner Whiting Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annis Gardner Whiting Capital Advisors, LLC with notifications on news.