Apella Capital, LLC Ishares S&P 500 Growth ETF Transaction History

Apella Capital, LLC

$2.54 Billion
Q4 2024

A detailed history of Apella Capital, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Apella Capital, LLC holds 10,137 shares of IVW stock, worth $961,190. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,137

Previous 7,644 32.61%

Holding current value

$961,190

Previous $731,000 40.77%

% of portfolio

0.04%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$94.43 - $105.47 $235,413 - $262,936	2,493 Added 32.61%	10,137 $1.03 Million
Q3 2024 Oct 03, 2024	BUY	$84.77 - $97.13 $7,714 - $8,838	91 Added 1.2%	7,644 $731,000
Q2 2024 Jul 10, 2024	BUY	$79.31 - $93.31 $39,972 - $47,028	504 Added 7.15%	7,553 $698,000
Q1 2024 Apr 10, 2024	BUY	$72.87 - $85.14 $200,902 - $234,730	2,757 Added 64.24%	7,049 $595,000
Q2 2023 Jul 06, 2023	SELL	$63.21 - $70.48 $9,860 - $10,994	-156 Reduced 3.51%	4,292 $302,000
Q2 2021 Jul 02, 2021	BUY	$65.96 - $72.81 $10,289 - $11,358	156 Added 3.63%	4,448 $324,000
Q4 2020 Feb 18, 2021	BUY	$56.17 - $63.82 $180,811 - $205,436	3,219 Added 300.0%	4,292 $274,000
Q2 2020 Jul 20, 2020	BUY	$39.5 - $52.48 $42,383 - $56,311	1,073 New	1,073 $223,000

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Apella Capital, LLC with notifications on news.

Account

Apella Capital, LLC Ishares S&P 500 Growth ETF Transaction History