Chesley Taft & Associates LLC Ishares S&P 500 Growth ETF Transaction History

Chesley Taft & Associates LLC

$2.13 Billion
Q4 2024

A detailed history of Chesley Taft & Associates LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Chesley Taft & Associates LLC holds 8,716 shares of IVW stock, worth $913,785. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,716

Previous 7,364 18.36%

Holding current value

$913,785

Previous $705,000 25.39%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$94.43 - $105.47 $127,669 - $142,595	1,352 Added 18.36%	8,716 $884,000
Q4 2023 Jan 11, 2024	BUY	$65.78 - $75.4 $17,629 - $20,207	268 Added 3.78%	7,364 $553,000
Q2 2023 Jul 17, 2023	BUY	$63.21 - $70.48 $12,642 - $14,096	200 Added 2.9%	7,096 $500,000
Q4 2020 Jan 11, 2021	BUY	$56.17 - $63.82 $290,511 - $330,077	5,172 Added 300.0%	6,896 $440,000
Q3 2020 Oct 08, 2020	BUY	$52.42 - $62.43 $15,673 - $18,666	299 Added 20.98%	1,724 $398,000
Q1 2019 Apr 05, 2019	SELL	$36.63 - $43.33 $21,978 - $25,998	-600 Reduced 29.63%	1,425 $246,000
Q3 2017 Oct 13, 2017	BUY	$35.46 - $35.85 $71,806 - $72,596	2,025	2,025 $290,000

Others Institutions Holding IVW

# of Institutions

1,863

Shares Held

416M

Call Options Held

355K

Put Options Held

483K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Chesley Taft & Associates LLC Ishares S&P 500 Growth ETF Transaction History