Clarus Wealth Advisors Ishares S&P 500 Growth ETF Transaction History

Clarus Wealth Advisors

$182 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 03, 2018	SELL	$40.58 - $44.29 $124,296 - $135,660	-3,063 Closed	0 $0
Q1 2018 May 11, 2018	BUY	$37.4 - $41.49 $114,556 - $127,083	3,063 New	3,063 $475,000

Others Institutions Holding IVW

# of Institutions

1,758

Shares Held

430M

Call Options Held

281K

Put Options Held

217K

Envestnet Asset Management Inc

49M
Shares

$4.67 Billion
1.61% of portfolio
Jpmorgan Chase & CO New York, NY

47.7M
Shares

$4.54 Billion
0.39% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$3.18 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$1.82 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

15.5M
Shares

$1.48 Billion
0.35% of portfolio

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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