A detailed history of Berger Financial Group, Inc transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Berger Financial Group, Inc holds 5,414 shares of IVW stock, worth $556,342. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,414
Previous 5,414 -0.0%
Holding current value
$556,342
Previous $501,000 3.39%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Aug 14, 2024

SELL
$79.31 - $93.31 $553,742 - $651,490
-6,982 Reduced 56.32%
5,414 $501,000
Q3 2023

Nov 03, 2023

SELL
$68.05 - $72.66 $72,064 - $76,946
-1,059 Reduced 7.87%
12,396 $848,000
Q4 2022

Jan 30, 2023

BUY
$56.73 - $63.56 $763,302 - $855,199
13,455 New
13,455 $787,000
Q4 2021

Jan 26, 2022

SELL
$73.18 - $84.81 $63,373 - $73,445
-866 Reduced 9.6%
8,158 $683,000
Q4 2020

Feb 02, 2021

BUY
$56.17 - $63.82 $506,878 - $575,911
9,024 New
9,024 $576,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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