Buck Wealth Strategies, LLC Ishares S&P 500 Growth ETF Transaction History

Buck Wealth Strategies, LLC

$481 Million
Q4 2024

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 107,768 shares of IVW stock, worth $10.2 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares

107,768

Previous 59,876 79.99%

Holding current value

$10.2 Million

Previous $5.73 Million 90.84%

% of portfolio

2.27%

Previous 1.81%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$94.43 - $105.47 $4.52 Million - $5.05 Million	47,892 Added 79.99%	107,768 $10.9 Million
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

# of Institutions

2,012

Shares Held

429M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Buck Wealth Strategies, LLC Ishares S&P 500 Growth ETF Transaction History