Avid Wealth Partners LLC Ishares S&P 500 Growth ETF Transaction History

Avid Wealth Partners LLC

  • $141 Billion
  • Q4 2024

A detailed history of Avid Wealth Partners LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Avid Wealth Partners LLC holds 113,752 shares of IVW stock, worth $11.8 Million. This represents 8.21% of its overall portfolio holdings.

Number of Shares
113,752
Previous 112,567 1.05%
Holding current value
$11.8 Million
Previous $10.8 Billion 7.15%
% of portfolio
8.21%
Previous 7.63%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$94.43 - $105.47 $111,899 - $124,981
1,185 Added 1.05%
113,752 $11.5 Billion
Q3 2024

Nov 01, 2024
SELL
$84.77 - $97.13 $858,889 - $984,121
-10,132 Reduced 8.26%
112,567 $10.8 Billion
Q2 2024

Jul 19, 2024
BUY
$79.31 - $93.31 $4.88 Million - $5.74 Million
61,526 Added 100.58%
122,699 $11.4 Billion
Q1 2024

May 08, 2024
BUY
$72.87 - $85.14 $4.46 Million - $5.21 Million
61,173 New
61,173 $5.17 Billion

Others Institutions Holding IVW

# of Institutions
1,999
Shares Held
428M
Call Options Held
183K
Put Options Held
101K
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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