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

Bms Financial Advisors, LLC

$148 Million
Q2 2023

A detailed history of Bms Financial Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 4,731 shares of IVW stock, worth $572,640. This represents 0.23% of its overall portfolio holdings.

Number of Shares

4,731

Previous 3,379 40.01%

Holding current value

$572,640

Previous $215,000 54.88%

% of portfolio

0.23%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	BUY	$63.21 - $70.48 $85,459 - $95,288	1,352 Added 40.01%	4,731 $333,000
Q1 2023 Apr 10, 2023	BUY	$57.25 - $63.89 $42,193 - $47,086	737 Added 27.9%	3,379 $215,000
Q4 2022 Jan 19, 2023	BUY	$56.73 - $63.56 $149,880 - $167,925	2,642 New	2,642 $0
Q2 2022 Jul 11, 2022	SELL	$58.13 - $77.8 $7.2 Million - $9.64 Million	-123,874 Reduced 97.91%	2,642 $221,000
Q1 2022 May 11, 2022	BUY	$68.33 - $84.32 $8.46 Million - $10.4 Million	123,874 Added 4688.64%	126,516 $9.66 Million

Q4 2021 May 11, 2022	BUY	$73.18 - $84.81 $193,341 - $224,068	2,642 New	2,642 $221,000

Others Institutions Holding IVW

# of Institutions

2,176

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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