Capital Planning Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Capital Planning Advisors, LLC

  • $555 Million
  • Q1 2024

A detailed history of Capital Planning Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 9,957 shares of IVW stock, worth $953,980. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,957
Previous 9,957 -0.0%
Holding current value
$953,980
Previous $747,000 12.45%
% of portfolio
0.15%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 09, 2023
SELL
$56.99 - $63.56 $168,063 - $187,438
-2,949 Reduced 22.85%
9,957 $582,000
Q2 2022

Aug 10, 2022
SELL
$58.13 - $77.8 $17,439 - $23,340
-300 Reduced 2.27%
12,906 $779,000
Q1 2021

Apr 30, 2021
SELL
$61.43 - $67.25 $126,914 - $138,938
-2,066 Reduced 13.53%
13,206 $860,000
Q4 2020

Feb 04, 2021
BUY
$56.17 - $63.82 $643,371 - $730,994
11,454 Added 300.0%
15,272 $975,000
Q3 2019

Nov 05, 2019
BUY
$43.49 - $46.27 $166,044 - $176,658
3,818 New
3,818 $687,000

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

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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