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

Cornerstone Wealth Advisors, Inc.

  • $364 Million
  • Q4 2024

A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 3,889 shares of IVW stock, worth $407,372. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,889
Previous 3,850 1.01%
Holding current value
$407,372
Previous $368,000 7.07%
% of portfolio
0.11%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$94.43 - $105.47 $3,682 - $4,113
39 Added 1.01%
3,889 $394,000
Q4 2021

Feb 09, 2022
SELL
$73.18 - $84.81 $10,977 - $12,721
-150 Reduced 3.75%
3,850 $322,000
Q1 2021

May 17, 2021
BUY
$61.43 - $67.25 $245,720 - $269,000
4,000 New
4,000 $260,000

Others Institutions Holding IVW

# of Institutions
1,930
Shares Held
420M
Call Options Held
352K
Put Options Held
483K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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