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 112,567 shares of IVW stock, worth $11.6 Million. This represents 7.63% of its overall portfolio holdings.

Number of Shares
112,567
Previous 122,699 8.26%
Holding current value
$11.6 Million
Previous $11.4 Billion 5.07%
% of portfolio
7.63%
Previous 8.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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