Arbor Trust Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Arbor Trust Wealth Advisors, LLC

  • $186 Million
  • Q1 2024

A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 3,561 shares of IVW stock, worth $320,133. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,561
Previous 3,402 4.67%
Holding current value
$320,133
Previous $255,000 17.65%
% of portfolio
0.16%
Previous 0.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$72.87 - $85.14 $11,586 - $13,537
159 Added 4.67%
3,561 $300,000
Q4 2023

Jan 30, 2024
BUY
$65.78 - $75.4 $1,381 - $1,583
21 Added 0.62%
3,402 $255,000
Q2 2023

Jul 31, 2023
BUY
$63.21 - $70.48 $442 - $493
7 Added 0.21%
3,381 $238,000
Q1 2023

May 02, 2023
SELL
$57.25 - $63.89 $14,312 - $15,972
-250 Reduced 6.9%
3,374 $215,000
Q4 2022

Jan 31, 2023
BUY
$56.99 - $63.56 $911 - $1,016
16 Added 0.44%
3,624 $212,000
Q2 2022

Jul 15, 2022
BUY
$58.13 - $77.8 $348 - $466
6 Added 0.17%
3,608 $218,000
Q1 2022

Apr 25, 2022
BUY
$68.33 - $84.32 $409 - $505
6 Added 0.17%
3,602 $275,000
Q4 2021

Jan 20, 2022
BUY
$73.18 - $84.81 $658 - $763
9 Added 0.25%
3,596 $301,000
Q2 2021

Jul 26, 2021
BUY
$65.96 - $72.81 $593 - $655
9 Added 0.25%
3,587 $261,000
Q4 2020

Feb 10, 2021
BUY
$56.17 - $63.82 $150,816 - $171,356
2,685 Added 300.67%
3,578 $228,000
Q3 2020

Nov 09, 2020
BUY
$52.42 - $62.43 $46,811 - $55,749
893 New
893 $206,000

Others Institutions Holding IVW

# of Institutions
1,698
Shares Held
395M
Call Options Held
379K
Put Options Held
355K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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