A detailed history of Burney CO transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Burney CO holds 3,501 shares of IVW stock, worth $359,762. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,501
Previous 3,404 2.85%
Holding current value
$359,762
Previous $315,000 6.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 18, 2024

BUY
$84.77 - $97.13 $8,222 - $9,421
97 Added 2.85%
3,501 $335,000
Q1 2024

May 22, 2024

SELL
$72.87 - $85.14 $6,339 - $7,407
-87 Reduced 2.49%
3,404 $287,000
Q3 2023

Nov 08, 2023

SELL
$68.05 - $72.66 $7,349 - $7,847
-108 Reduced 3.0%
3,491 $238,000
Q2 2023

Aug 09, 2023

BUY
$63.21 - $70.48 $227,492 - $253,657
3,599 New
3,599 $253,000
Q2 2022

Aug 12, 2022

SELL
$58.13 - $77.8 $175,261 - $234,567
-3,015 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
$73.18 - $84.81 $20,563 - $23,831
-281 Reduced 8.53%
3,015 $252,000
Q3 2021

Nov 12, 2021

SELL
$72.99 - $79.0 $14,306 - $15,484
-196 Reduced 5.61%
3,296 $244,000
Q1 2021

May 13, 2021

SELL
$61.43 - $67.25 $16,708 - $18,292
-272 Reduced 7.23%
3,492 $227,000
Q4 2020

Feb 11, 2021

BUY
$56.17 - $63.82 $131,999 - $149,977
2,350 Added 166.2%
3,764 $240,000
Q3 2020

Dec 14, 2020

BUY
$52.42 - $62.43 $13,209 - $15,732
252 Added 21.69%
1,414 $327,000
Q2 2020

Aug 13, 2020

BUY
$39.5 - $52.48 $45,899 - $60,981
1,162 New
1,162 $241,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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