A detailed history of Aprio Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 10,027 shares of IVW stock, worth $1.03 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
10,027
Previous 10,027 -0.0%
Holding current value
$1.03 Million
Previous $927,000 3.56%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Jul 10, 2024

SELL
$79.31 - $93.31 $44,017 - $51,787
-555 Reduced 5.24%
10,027 $927,000
Q1 2024

Apr 10, 2024

BUY
$72.87 - $85.14 $40,442 - $47,252
555 Added 5.54%
10,582 $893,000
Q4 2023

Jan 17, 2024

BUY
$65.78 - $75.4 $2,039 - $2,337
31 Added 0.31%
10,027 $753,000
Q2 2023

Jul 13, 2023

SELL
$63.21 - $70.48 $39,695 - $44,261
-628 Reduced 5.91%
9,996 $704,000
Q1 2023

Apr 14, 2023

SELL
$57.25 - $63.89 $5,152 - $5,750
-90 Reduced 0.84%
10,624 $678,000
Q4 2022

Jan 11, 2023

SELL
$56.73 - $63.56 $14,295 - $16,017
-252 Reduced 2.3%
10,714 $0
Q3 2022

Oct 13, 2022

BUY
$57.85 - $71.43 $634,383 - $783,301
10,966 New
10,966 $634,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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