Callan Family Office, LLC Ishares S&P 500 Growth ETF Transaction History

Callan Family Office, LLC

$427 Billion
Q1 2024

A detailed history of Callan Family Office, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Callan Family Office, LLC holds 162,261 shares of IVW stock, worth $15.5 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares

162,261

Previous 160,698 0.97%

Holding current value

$15.5 Million

Previous $12.1 Billion 13.53%

% of portfolio

3.21%

Previous 2.98%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$72.87 - $85.14 $113,895 - $133,073	1,563 Added 0.97%	162,261 $13.7 Billion
Q4 2023 Feb 13, 2024	BUY	$65.78 - $75.4 $1.29 Million - $1.48 Million	19,667 Added 13.95%	160,698 $12.1 Billion
Q3 2023 Nov 14, 2023	BUY	$68.05 - $72.66 $564,610 - $602,860	8,297 Added 6.25%	141,031 $9.65 Billion
Q2 2023 Aug 14, 2023	SELL	$63.21 - $70.48 $457,008 - $509,570	-7,230 Reduced 5.17%	132,734 $9.36 Billion
Q1 2023 May 12, 2023	BUY	$57.25 - $63.89 $356,782 - $398,162	6,232 Added 4.66%	139,964 $8.94 Billion

Q4 2022 Feb 23, 2023	BUY	$56.99 - $63.56 $7.62 Million - $8.5 Million	133,732 New	133,732 $7.82 Billion

Others Institutions Holding IVW

# of Institutions

1,679

Shares Held

384M

Call Options Held

379K

Put Options Held

363K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Callan Family Office, LLC Ishares S&P 500 Growth ETF Transaction History