Certified Advisory Corp Ishares S&P 500 Growth ETF Transaction History

Certified Advisory Corp

$873 Million
Q1 2025

A detailed history of Certified Advisory Corp transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Certified Advisory Corp holds 26,285 shares of IVW stock, worth $3.02 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

26,285

Previous 26,237 0.18%

Holding current value

$3.02 Million

Previous $2.66 Million 8.37%

% of portfolio

0.28%

Previous 0.29%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$92.45 - $106.69 $4,437 - $5,121	48 Added 0.18%	26,285 $2.44 Million
Q4 2024 Jan 14, 2025	SELL	$94.43 - $105.47 $92,163 - $102,938	-976 Reduced 3.59%	26,237 $2.66 Million
Q3 2024 Nov 12, 2024	SELL	$84.77 - $97.13 $7,374 - $8,450	-87 Reduced 0.32%	27,213 $2.61 Million
Q2 2024 Aug 13, 2024	SELL	$79.31 - $93.31 $44,730 - $52,626	-564 Reduced 2.02%	27,300 $2.53 Million
Q1 2024 May 10, 2024	SELL	$72.87 - $85.14 $2,841 - $3,320	-39 Reduced 0.14%	27,864 $2.35 Million
Q4 2023 Feb 09, 2024	SELL	$65.78 - $75.4 $79,791 - $91,460	-1,213 Reduced 4.17%	27,903 $2.1 Million
Q3 2023 Nov 13, 2023	SELL	$68.05 - $72.66 $50,357 - $53,768	-740 Reduced 2.48%	29,116 $1.99 Million
Q2 2023 Aug 14, 2023	SELL	$63.21 - $70.48 $201,134 - $224,267	-3,182 Reduced 9.63%	29,856 $2.1 Million
Q1 2023 May 15, 2023	SELL	$57.25 - $63.89 $594,770 - $663,753	-10,389 Reduced 23.92%	33,038 $2.11 Million
Q4 2022 Feb 14, 2023	BUY	$56.73 - $63.56 $942,795 - $1.06 Million	16,619 Added 61.99%	43,427 $2.54 Million
Q3 2022 Nov 14, 2022	BUY	$57.85 - $71.43 $422,883 - $522,153	7,310 Added 37.49%	26,808 $1.55 Million
Q2 2022 Aug 15, 2022	BUY	$58.13 - $77.8 $103,122 - $138,017	1,774 Added 10.01%	19,498 $1.18 Million
Q1 2022 May 13, 2022	SELL	$68.33 - $84.32 $60,198 - $74,285	-881 Reduced 4.74%	17,724 $1.35 Million
Q4 2021 Feb 14, 2022	SELL	$73.18 - $84.81 $8,635 - $10,007	-118 Reduced 0.63%	18,605 $1.56 Million
Q3 2021 Nov 15, 2021	SELL	$72.99 - $79.0 $64,961 - $70,310	-890 Reduced 4.54%	18,723 $1.38 Million
Q2 2021 Aug 16, 2021	SELL	$65.96 - $72.81 $26,449 - $29,196	-401 Reduced 2.0%	19,613 $1.43 Million
Q1 2021 May 10, 2021	BUY	$61.43 - $67.25 $400,707 - $438,671	6,523 Added 48.35%	20,014 $1.3 Million
Q2 2020 Jul 27, 2020	BUY	$39.5 - $52.48 $7,979 - $10,600	202 Added 1.52%	13,491 $2.8 Million
Q1 2020 Apr 27, 2020	SELL	$36.14 - $52.65 $13,444 - $19,585	-372 Reduced 2.72%	13,289 $2.19 Million
Q4 2019 Jan 29, 2020	BUY	$43.72 - $48.62 $3,891 - $4,327	89 Added 0.66%	13,661 $2.65 Million
Q3 2019 Nov 12, 2019	BUY	$43.49 - $46.27 $3,218 - $3,423	74 Added 0.55%	13,572 $2.44 Million
Q2 2019 Aug 07, 2019	SELL	$41.95 - $45.26 $9,187 - $9,911	-219 Reduced 1.6%	13,498 $2.42 Million
Q1 2019 May 07, 2019	BUY	$36.63 - $43.33 $216,849 - $256,513	5,920 Added 75.93%	13,717 $2.36 Million
Q4 2018 Feb 04, 2019	BUY	$35.15 - $44.43 $57,364 - $72,509	1,632 Added 26.47%	7,797 $1.18 Million
Q3 2018 Nov 13, 2018	SELL	$40.58 - $44.29 $1,542 - $1,683	-38 Reduced 0.61%	6,165 $1.09 Million
Q2 2018 Aug 14, 2018	SELL	$37.83 - $42.01 $6,922 - $7,687	-183 Reduced 2.87%	6,203 $1.01 Million
Q1 2018 Apr 30, 2018	SELL	$37.4 - $41.49 $8,527 - $9,459	-228 Reduced 3.45%	6,386 $990,000
Q4 2017 Feb 22, 2018	BUY	$35.95 - $38.73 $237,773 - $256,160	6,614	6,614 $1.01 Million

Others Institutions Holding IVW

# of Institutions

2,082

Shares Held

417M

Call Options Held

196K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Certified Advisory Corp, based on Form 13F filings with the SEC.

News

Stay updated on Certified Advisory Corp with notifications on news.

Account

Certified Advisory Corp Ishares S&P 500 Growth ETF Transaction History