Aveo Capital Partners, LLC Ishares S&P 500 Growth ETF Transaction History

Aveo Capital Partners, LLC

$844 Million
Q2 2024

A detailed history of Aveo Capital Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 11,287 shares of IVW stock, worth $1.1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

11,287

Previous 9,213 22.51%

Holding current value

$1.1 Million

Previous $777,000 34.36%

% of portfolio

0.12%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$79.31 - $93.31 $164,488 - $193,524	2,074 Added 22.51%	11,287 $1.04 Million
Q1 2024 May 06, 2024	BUY	$72.87 - $85.14 $190,263 - $222,300	2,611 Added 39.55%	9,213 $777,000
Q4 2023 Feb 06, 2024	BUY	$65.78 - $75.4 $51,242 - $58,736	779 Added 13.38%	6,602 $495,000
Q3 2023 Nov 06, 2023	BUY	$68.05 - $72.66 $104,933 - $112,041	1,542 Added 36.02%	5,823 $398,000
Q2 2023 Aug 08, 2023	BUY	$63.21 - $70.48 $270,602 - $301,724	4,281 New	4,281 $301,000
Q2 2018 Aug 14, 2018	SELL	$37.83 - $42.01 $65,975 - $73,265	-1,744 Closed	0 $0
Q1 2018 May 11, 2018	BUY	$37.4 - $41.49 $65,225 - $72,358	1,744 New	1,744 $270,000

Others Institutions Holding IVW

# of Institutions

1,765

Shares Held

428M

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 Aveo Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aveo Capital Partners, LLC with notifications on news.

Account

Aveo Capital Partners, LLC Ishares S&P 500 Growth ETF Transaction History