Clear Investment Research, LLC Ishares S&P 500 Growth ETF Transaction History

Clear Investment Research, LLC

$75.4 Million
Q4 2024

A detailed history of Clear Investment Research, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Clear Investment Research, LLC holds 12,138 shares of IVW stock, worth $1.26 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

12,138

Previous 13,298 8.72%

Holding current value

$1.26 Million

Previous $1.27 Million 3.22%

% of portfolio

1.63%

Previous 1.66%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$94.43 - $105.47 $109,538 - $122,345	-1,160 Reduced 8.72%	12,138 $1.23 Million
Q3 2024 Nov 12, 2024	BUY	$84.77 - $97.13 $45,945 - $52,644	542 Added 4.25%	13,298 $1.27 Million
Q2 2024 Aug 08, 2024	SELL	$79.31 - $93.31 $23,158 - $27,246	-292 Reduced 2.24%	12,756 $1.18 Million
Q1 2024 May 02, 2024	SELL	$72.87 - $85.14 $82,853 - $96,804	-1,137 Reduced 8.02%	13,048 $1.1 Million
Q4 2023 Feb 12, 2024	BUY	$65.78 - $75.4 $1,381 - $1,583	21 Added 0.15%	14,185 $1.07 Million
Q3 2023 Nov 07, 2023	SELL	$68.05 - $72.66 $15,379 - $16,421	-226 Reduced 1.57%	14,164 $969,000
Q2 2023 Aug 09, 2023	SELL	$63.21 - $70.48 $3,855 - $4,299	-61 Reduced 0.42%	14,390 $1.01 Million
Q1 2023 May 09, 2023	SELL	$57.25 - $63.89 $26,048 - $29,069	-455 Reduced 3.05%	14,451 $923,000
Q4 2022 Feb 10, 2023	BUY	$56.73 - $63.56 $29,102 - $32,606	513 Added 3.56%	14,906 $872,000
Q3 2022 Nov 01, 2022	SELL	$57.85 - $71.43 $91,692 - $113,216	-1,585 Reduced 9.92%	14,393 $833,000
Q2 2022 Aug 05, 2022	BUY	$58.13 - $77.8 $82,137 - $109,931	1,413 Added 9.7%	15,978 $964,000
Q1 2022 May 02, 2022	SELL	$68.33 - $84.32 $144,996 - $178,927	-2,122 Reduced 12.72%	14,565 $1.11 Million
Q4 2021 Jan 24, 2022	SELL	$73.18 - $84.81 $182,218 - $211,176	-2,490 Reduced 12.98%	16,687 $1.4 Million
Q2 2021 Jul 29, 2021	SELL	$65.96 - $72.81 $77,700 - $85,770	-1,178 Reduced 5.79%	19,177 $1.4 Million
Q1 2021 May 05, 2021	BUY	$61.43 - $67.25 $15,418 - $16,879	251 Added 1.25%	20,355 $1.33 Million
Q4 2020 Feb 10, 2021	BUY	$56.17 - $63.82 $777,336 - $883,204	13,839 Added 220.89%	20,104 $1.28 Million
Q3 2020 Nov 04, 2020	SELL	$52.42 - $62.43 $19,342 - $23,036	-369 Reduced 5.56%	6,265 $1.45 Million
Q2 2020 Jul 27, 2020	SELL	$39.5 - $52.48 $6,952 - $9,236	-176 Reduced 2.58%	6,634 $1.38 Million
Q1 2020 May 05, 2020	SELL	$36.14 - $52.65 $3,505 - $5,107	-97 Reduced 1.4%	6,810 $1.12 Million
Q4 2019 Feb 04, 2020	SELL	$43.72 - $48.62 $28,068 - $31,214	-642 Reduced 8.5%	6,907 $1.34 Million
Q3 2019 Oct 15, 2019	SELL	$43.49 - $46.27 $14,699 - $15,639	-338 Reduced 4.29%	7,549 $1.36 Million
Q2 2019 Aug 05, 2019	SELL	$41.95 - $45.26 $9,354 - $10,092	-223 Reduced 2.75%	7,887 $1.41 Million
Q1 2019 May 06, 2019	SELL	$36.63 - $43.33 $11,575 - $13,692	-316 Reduced 3.75%	8,110 $1.4 Million
Q4 2018 Feb 07, 2019	BUY	$35.15 - $44.43 $14,622 - $18,482	416 Added 5.19%	8,426 $1.27 Million
Q3 2018 Nov 14, 2018	SELL	$40.58 - $44.29 $2.08 Million - $2.27 Million	-51,268 Reduced 86.49%	8,010 $1.42 Million
Q1 2018 Apr 18, 2018	SELL	$37.4 - $41.49 $23,113 - $25,640	-618 Reduced 1.03%	59,278 $9.19 Million
Q4 2017 Jan 22, 2018	SELL	$35.95 - $38.73 $84,482 - $91,015	-2,350 Reduced 3.78%	59,896 $9.15 Million
Q3 2017 Oct 30, 2017	BUY	$35.46 - $35.85 $2.21 Million - $2.23 Million	62,246	62,246 $8.93 Million

Others Institutions Holding IVW

# of Institutions

1,999

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Clear Investment Research, LLC Ishares S&P 500 Growth ETF Transaction History