Aufman Associates Inc Ishares S&P 500 Growth ETF Transaction History

Aufman Associates Inc

$155 Million
Q3 2024

A detailed history of Aufman Associates Inc transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Aufman Associates Inc holds 2,203 shares of IVW stock, worth $219,220. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,203

Previous 2,439 9.68%

Holding current value

$219,220

Previous $225,000 6.67%

% of portfolio

0.14%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$84.77 - $97.13 $20,005 - $22,922	-236 Reduced 9.68%	2,203 $210,000
Q2 2024 Aug 09, 2024	SELL	$79.31 - $93.31 $475 - $559	-6 Reduced 0.25%	2,439 $225,000
Q1 2024 May 10, 2024	BUY	$72.87 - $85.14 $178,167 - $208,167	2,445 New	2,445 $206,000
Q2 2022 Aug 10, 2022	SELL	$58.13 - $77.8 $174,564 - $233,633	-3,003 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$73.18 - $84.81 $6,878 - $7,972	-94 Reduced 3.04%	3,003 $251,000
Q1 2021 May 17, 2021	SELL	$61.43 - $67.25 $6,573 - $7,195	-107 Reduced 3.34%	3,097 $202,000
Q4 2020 Feb 10, 2021	BUY	$56.17 - $63.82 $179,968 - $204,479	3,204 New	3,204 $204,000

Others Institutions Holding IVW

# of Institutions

1,816

Shares Held

414M

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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Aufman Associates Inc Ishares S&P 500 Growth ETF Transaction History