A detailed history of Barrett & Company, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Barrett & Company, Inc. holds 122,106 shares of IVW stock, worth $12.2 Million. This represents 5.07% of its overall portfolio holdings.

Number of Shares
122,106
Previous 114,506 6.64%
Holding current value
$12.2 Million
Previous $10.6 Billion 10.34%
% of portfolio
5.07%
Previous 4.8%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$84.77 - $97.13 $644,252 - $738,188
7,600 Added 6.64%
122,106 $11.7 Billion
Q2 2024

Jul 25, 2024

BUY
$79.31 - $93.31 $88,589 - $104,227
1,117 Added 0.99%
114,506 $10.6 Billion
Q1 2024

Apr 17, 2024

BUY
$72.87 - $85.14 $91,087 - $106,425
1,250 Added 1.11%
113,389 $9.57 Billion
Q4 2023

Jan 24, 2024

BUY
$65.78 - $75.4 $424,609 - $486,707
6,455 Added 6.11%
112,139 $8.42 Billion
Q3 2023

Oct 23, 2023

BUY
$68.05 - $72.66 $114,255 - $121,996
1,679 Added 1.61%
105,684 $7.23 Billion
Q2 2023

Jul 27, 2023

SELL
$63.21 - $70.48 $263,838 - $294,183
-4,174 Reduced 3.86%
104,005 $7.33 Billion
Q1 2023

May 11, 2023

BUY
$57.25 - $63.89 $6.19 Million - $6.91 Million
108,179 New
108,179 $6.91 Billion
Q4 2022

May 23, 2023

SELL
$56.73 - $63.56 $57,921 - $64,894
-1,021 Reduced 0.94%
107,158 $6.27 Billion
Q3 2022

Jun 13, 2023

SELL
$57.85 - $71.43 $59,064 - $72,930
-1,021 Reduced 0.94%
107,158 $6.27 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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