Bbjs Financial Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Bbjs Financial Advisors, LLC

$280 Billion
Q1 2024

A detailed history of Bbjs Financial Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Bbjs Financial Advisors, LLC holds 156,381 shares of IVW stock, worth $14.5 Million. This represents 4.71% of its overall portfolio holdings.

Number of Shares

156,381

Previous 167,534 6.66%

Holding current value

$14.5 Million

Previous $12.6 Billion 4.95%

% of portfolio

4.71%

Previous 4.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$72.87 - $85.14 $812,719 - $949,566	-11,153 Reduced 6.66%	156,381 $13.2 Billion
Q4 2023 Feb 28, 2024	SELL	$65.78 - $75.4 $88,408 - $101,337	-1,344 Reduced 0.8%	167,534 $12.6 Billion
Q3 2023 Nov 08, 2023	SELL	$68.05 - $72.66 $579,581 - $618,845	-8,517 Reduced 4.8%	168,878 $11.6 Billion
Q2 2023 Aug 03, 2023	SELL	$63.21 - $70.48 $492,026 - $548,616	-7,784 Reduced 4.2%	177,395 $12.5 Billion
Q1 2023 May 15, 2023	BUY	$57.25 - $63.89 $1.4 Million - $1.57 Million	24,512 Added 15.26%	185,179 $11.8 Billion

Q4 2022 Feb 24, 2023	BUY	$56.99 - $63.56 $9.16 Million - $10.2 Million	160,667 New	160,667 $9.4 Billion

Others Institutions Holding IVW

# of Institutions

1,675

Shares Held

384M

Call Options Held

379K

Put Options Held

363K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Bbjs Financial Advisors, LLC Ishares S&P 500 Growth ETF Transaction History