Aprio Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Aprio Wealth Management, LLC

$514 Million
Q2 2024

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 $955,372. This represents 0.18% of its overall portfolio holdings.

Number of Shares

10,027

Previous 10,582 5.24%

Holding current value

$955,372

Previous $893,000 3.81%

% of portfolio

0.18%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,758

Shares Held

430M

Call Options Held

281K

Put Options Held

217K

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 Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Account

Aprio Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History