A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 6,300 shares of IVW stock, worth $589,365. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,300
Previous 2,798 125.16%
Holding current value
$589,365
Previous $210 Million 153.16%
% of portfolio
0.12%
Previous 0.05%

Shares

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

May 08, 2024

BUY
$72.87 - $85.14 $255,190 - $298,160
3,502 Added 125.16%
6,300 $532 Million
Q4 2023

Jan 29, 2024

SELL
$65.78 - $75.4 $17,760 - $20,358
-270 Reduced 8.8%
2,798 $210 Million
Q3 2023

Nov 08, 2023

SELL
$68.05 - $72.66 $235,861 - $251,839
-3,466 Reduced 53.05%
3,068 $210 Million
Q2 2023

Aug 09, 2023

BUY
$63.21 - $70.48 $413,014 - $460,516
6,534 New
6,534 $461 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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