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

Apella Capital, LLC

$2.41 Billion
Q3 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 7,644 shares of IVW stock, worth $785,497. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,644

Previous 7,553 1.2%

Holding current value

$785,497

Previous $698,000 4.73%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,824

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