A detailed history of Axiom Advisory, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Axiom Advisory, LLC holds 204,866 shares of IVW stock, worth $19.5 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
204,866
Previous 3,251 6201.63%
Holding current value
$19.5 Million
Previous $274,000 6818.98%
% of portfolio
0.21%
Previous 0.21%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$79.31 - $93.31 $16 Million - $18.8 Million
201,615 Added 6201.63%
204,866 $19 Million
Q1 2024

Apr 12, 2024

BUY
$72.87 - $85.14 $218 - $255
3 Added 0.09%
3,251 $274,000
Q4 2023

Jan 29, 2024

BUY
$65.78 - $75.4 $65 - $75
1 Added 0.03%
3,248 $243,000
Q2 2023

Aug 08, 2023

SELL
$63.21 - $70.48 $1,769 - $1,973
-28 Reduced 0.85%
3,247 $228,000
Q1 2023

Apr 21, 2023

BUY
$57.25 - $63.89 $187,493 - $209,239
3,275 New
3,275 $209,000
Q2 2022

Aug 10, 2022

SELL
$58.13 - $77.8 $165,089 - $220,952
-2,840 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$73.18 - $84.81 $207,831 - $240,860
2,840 New
2,840 $238,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Axiom Advisory, LLC Portfolio

Follow Axiom Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axiom Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axiom Advisory, LLC with notifications on news.