A detailed history of C2 C Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, C2 C Wealth Management, LLC holds 11,204 shares of IVW stock, worth $1.18 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
11,204
Previous 10,844 3.32%
Holding current value
$1.18 Million
Previous $1 Million 6.88%
% of portfolio
0.99%
Previous 0.98%

Shares

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

Nov 14, 2024

BUY
$84.77 - $97.13 $30,517 - $34,966
360 Added 3.32%
11,204 $1.07 Million
Q2 2024

Aug 13, 2024

SELL
$79.31 - $93.31 $4,758 - $5,598
-60 Reduced 0.55%
10,844 $1 Million
Q1 2024

Apr 29, 2024

SELL
$72.87 - $85.14 $18,508 - $21,625
-254 Reduced 2.28%
10,904 $920,000
Q4 2023

Feb 13, 2024

BUY
$65.78 - $75.4 $131 - $150
2 Added 0.02%
11,158 $837,000
Q2 2023

Jul 20, 2023

BUY
$63.21 - $70.48 $63 - $70
1 Added 0.01%
11,156 $786,000
Q1 2023

May 15, 2023

BUY
$57.25 - $63.89 $57 - $63
1 Added 0.01%
11,155 $712,000
Q4 2022

Feb 07, 2023

BUY
$56.73 - $63.56 $56 - $63
1 Added 0.01%
11,154 $652,000
Q3 2022

Oct 12, 2022

BUY
$57.85 - $71.43 $57 - $71
1 Added 0.01%
11,153 $681,000
Q1 2022

Apr 29, 2022

BUY
$68.33 - $84.32 $68 - $84
1 Added 0.01%
11,152 $816,000
Q4 2021

Feb 23, 2022

BUY
$73.18 - $84.81 $816,030 - $945,716
11,151 New
11,151 $933,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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