Arkadios Wealth Advisors Ishares S&P 500 Growth ETF Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Arkadios Wealth Advisors holds 66,226 shares of IVW stock, worth $6.81 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

66,226

Previous 43,345 52.79%

Holding current value

$6.81 Million

Previous $4.01 Million 58.09%

% of portfolio

0.39%

Previous 0.29%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$84.77 - $97.13 $1.94 Million - $2.22 Million	22,881 Added 52.79%	66,226 $6.34 Million
Q2 2024 Jul 29, 2024	BUY	$79.31 - $93.31 $3.09 Million - $3.64 Million	39,018 Added 901.73%	43,345 $4.01 Million
Q1 2024 Apr 30, 2024	BUY	$72.87 - $85.14 $63,688 - $74,412	874 Added 25.31%	4,327 $365,000
Q4 2023 Jan 24, 2024	BUY	$65.78 - $75.4 $26,772 - $30,687	407 Added 13.36%	3,453 $259,000
Q3 2023 Oct 13, 2023	BUY	$68.05 - $72.66 $207,280 - $221,322	3,046 New	3,046 $208,000
Q4 2021 Feb 03, 2022	SELL	$73.18 - $84.81 $96,524 - $111,864	-1,319 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$72.99 - $79.0 $3.68 Million - $3.98 Million	-50,406 Reduced 97.45%	1,319 $97,000
Q2 2021 Jul 28, 2021	SELL	$65.96 - $72.81 $1.88 Million - $2.07 Million	-28,489 Reduced 35.52%	51,725 $3.76 Million
Q1 2021 Apr 26, 2021	SELL	$61.43 - $67.25 $234,294 - $256,491	-3,814 Reduced 4.54%	80,214 $5.22 Million
Q4 2020 Feb 09, 2021	BUY	$56.17 - $63.82 $4.58 Million - $5.2 Million	81,494 Added 3216.02%	84,028 $5.36 Million
Q3 2020 Nov 10, 2020	BUY	$52.42 - $62.43 $3,197 - $3,808	61 Added 2.47%	2,534 $607 Million
Q2 2020 Aug 10, 2020	BUY	$39.5 - $52.48 $3,673 - $4,880	93 Added 3.91%	2,473 $534 Million
Q1 2020 May 14, 2020	SELL	$36.14 - $52.65 $614 - $895	-17 Reduced 0.71%	2,380 $393 Million
Q4 2019 Feb 14, 2020	BUY	$43.72 - $48.62 $104,796 - $116,542	2,397 New	2,397 $116,000

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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Arkadios Wealth Advisors Ishares S&P 500 Growth ETF Transaction History