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

Bellwether Advisors, LLC

$507 Million
Q3 2024

A detailed history of Bellwether Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Bellwether Advisors, LLC holds 17,420 shares of IVW stock, worth $1.82 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

17,420

Previous 16,979 2.6%

Holding current value

$1.82 Million

Previous $1.57 Million 6.11%

% of portfolio

0.33%

Previous 0.34%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$84.77 - $97.13 $37,383 - $42,834	441 Added 2.6%	17,420 $1.67 Million
Q2 2024 Jul 31, 2024	BUY	$79.31 - $93.31 $48,458 - $57,012	611 Added 3.73%	16,979 $1.57 Million
Q1 2024 May 06, 2024	BUY	$72.87 - $85.14 $17,270 - $20,178	237 Added 1.47%	16,368 $1.38 Million
Q4 2023 Jan 12, 2024	SELL	$65.78 - $75.4 $16,971 - $19,453	-258 Reduced 1.57%	16,131 $1.21 Million
Q3 2023 Oct 27, 2023	SELL	$68.05 - $72.66 $5,920 - $6,321	-87 Reduced 0.53%	16,389 $1.12 Million
Q2 2023 Aug 04, 2023	SELL	$63.21 - $70.48 $8,786 - $9,796	-139 Reduced 0.84%	16,476 $1.16 Million
Q1 2023 May 05, 2023	SELL	$57.25 - $63.89 $106,427 - $118,771	-1,859 Reduced 10.06%	16,615 $1.06 Million
Q4 2022 Feb 13, 2023	BUY	$56.73 - $63.56 $120,267 - $134,747	2,120 Added 12.96%	18,474 $1.08 Million
Q3 2022 Nov 14, 2022	SELL	$57.85 - $71.43 $400,032 - $493,938	-6,915 Reduced 29.72%	16,354 $946,000
Q2 2022 Aug 05, 2022	SELL	$58.13 - $77.8 $443,066 - $592,991	-7,622 Reduced 24.67%	23,269 $1.4 Million
Q1 2022 Apr 29, 2022	SELL	$68.33 - $84.32 $47,011 - $58,012	-688 Reduced 2.18%	30,891 $2.36 Million
Q4 2021 Jan 28, 2022	SELL	$73.18 - $84.81 $31,540 - $36,553	-431 Reduced 1.35%	31,579 $2.64 Million
Q3 2021 Nov 12, 2021	SELL	$72.99 - $79.0 $108,390 - $117,315	-1,485 Reduced 4.43%	32,010 $2.37 Million
Q2 2021 Aug 10, 2021	BUY	$65.96 - $72.81 $443,053 - $489,064	6,717 Added 25.08%	33,495 $2.44 Million
Q1 2021 May 06, 2021	BUY	$61.43 - $67.25 $485,174 - $531,140	7,898 Added 41.83%	26,778 $1.74 Million
Q4 2020 Jan 29, 2021	BUY	$56.17 - $63.82 $1.06 Million - $1.2 Million	18,880 New	18,880 $1.2 Million

Others Institutions Holding IVW

# of Institutions

1,822

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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