A detailed history of Buck Wealth Strategies, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 59,876 shares of IVW stock, worth $6.15 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
59,876
Previous 62,613 4.37%
Holding current value
$6.15 Million
Previous $5.79 Million 1.05%
% of portfolio
1.81%
Previous 1.71%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$84.77 - $97.13 $232,015 - $265,844
-2,737 Reduced 4.37%
59,876 $5.73 Million
Q2 2024

Aug 14, 2024

BUY
$79.31 - $93.31 $4.97 Million - $5.84 Million
62,613 New
62,613 $5.79 Million
Q4 2023

Jan 23, 2024

SELL
$65.78 - $75.4 $19,273 - $22,092
-293 Reduced 0.47%
62,582 $4.7 Million
Q3 2023

Nov 06, 2023

BUY
$68.05 - $72.66 $663,759 - $708,725
9,754 Added 18.36%
62,875 $4.3 Million
Q3 2022

Oct 30, 2023

BUY
$57.85 - $71.43 $3.07 Million - $3.79 Million
53,121 New
53,121 $3.63 Billion

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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