Core Wealth Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History

Core Wealth Advisors, Inc.

$310 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$72.87 - $85.14 $4,517 - $5,278	-62 Reduced 4.8%	1,230 $103,000
Q2 2021 Aug 03, 2021	SELL	$65.96 - $72.81 $464,490 - $512,728	-7,042 Reduced 84.5%	1,292 $94,000
Q1 2021 May 04, 2021	SELL	$61.43 - $67.25 $19,043 - $20,847	-310 Reduced 3.59%	8,334 $543,000
Q4 2020 Feb 05, 2021	SELL	$56.17 - $63.82 $404,704 - $459,823	-7,205 Reduced 45.46%	8,644 $552,000
Q3 2020 Nov 12, 2020	SELL	$52.42 - $62.43 $167,639 - $199,651	-3,198 Reduced 16.79%	15,849 $3.66 Million
Q2 2020 Jul 31, 2020	SELL	$39.5 - $52.48 $1.21 Million - $1.61 Million	-30,654 Reduced 61.68%	19,047 $3.95 Million
Q1 2020 Apr 29, 2020	BUY	$36.14 - $52.65 $111,275 - $162,109	3,079 Added 6.6%	49,701 $8.2 Million
Q4 2019 Feb 14, 2020	BUY	$43.72 - $48.62 $2.04 Million - $2.27 Million	46,622 New	46,622 $9.03 Million

Others Institutions Holding IVW

# of Institutions

1,824

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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