Balboa Wealth Partners Ishares S&P 500 Growth ETF Transaction History

Balboa Wealth Partners

  • $310 Million
  • Q1 2024

A detailed history of Balboa Wealth Partners transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 14,587 shares of IVW stock, worth $1.31 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
14,587
Previous 14,302 1.99%
Holding current value
$1.31 Million
Previous $1.07 Million 14.62%
% of portfolio
0.4%
Previous 0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$72.87 - $85.14 $20,767 - $24,264
285 Added 1.99%
14,587 $1.23 Million
Q4 2023

Feb 09, 2024
BUY
$65.78 - $75.4 $426,583 - $488,969
6,485 Added 82.96%
14,302 $1.07 Million
Q3 2023

Oct 23, 2023
SELL
$68.05 - $72.66 $81,319 - $86,828
-1,195 Reduced 13.26%
7,817 $534,000
Q2 2023

Aug 08, 2023
BUY
$63.21 - $70.48 $569,648 - $635,165
9,012 New
9,012 $635,000
Q3 2022

Jan 04, 2023
BUY
$59.8 - $71.43 $307,312 - $367,078
5,139 New
5,139 $297,000

Others Institutions Holding IVW

# of Institutions
1,698
Shares Held
395M
Call Options Held
379K
Put Options Held
355K
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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