Courage Miller Partners, LLC Ishares S&P 500 Growth ETF Transaction History

Courage Miller Partners, LLC

$291 Million
Q4 2024

A detailed history of Courage Miller Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Courage Miller Partners, LLC holds 5,627 shares of IVW stock, worth $533,552. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,627

Previous 5,634 0.12%

Holding current value

$533,552

Previous $539,000 5.94%

% of portfolio

0.2%

Previous 0.18%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$94.43 - $105.47 $661 - $738	-7 Reduced 0.12%	5,627 $571,000
Q3 2024 Oct 21, 2024	SELL	$84.77 - $97.13 $58,152 - $66,631	-686 Reduced 10.85%	5,634 $539,000
Q2 2024 Jul 25, 2024	SELL	$79.31 - $93.31 $317 - $373	-4 Reduced 0.06%	6,320 $584,000
Q1 2024 Apr 15, 2024	SELL	$72.87 - $85.14 $26,451 - $30,905	-363 Reduced 5.43%	6,324 $533,000
Q4 2023 Jan 19, 2024	SELL	$65.78 - $75.4 $57,097 - $65,447	-868 Reduced 11.49%	6,687 $502,000
Q3 2023 Oct 13, 2023	SELL	$68.05 - $72.66 $12,793 - $13,660	-188 Reduced 2.43%	7,555 $516,000
Q2 2023 Jul 20, 2023	SELL	$63.21 - $70.48 $49,114 - $54,762	-777 Reduced 9.12%	7,743 $545,000
Q1 2023 Apr 21, 2023	SELL	$57.25 - $63.89 $1,202 - $1,341	-21 Reduced 0.25%	8,520 $544,000
Q4 2022 Jan 27, 2023	SELL	$56.73 - $63.56 $19,231 - $21,546	-339 Reduced 3.82%	8,541 $499,000
Q3 2022 Oct 18, 2022	BUY	$57.85 - $71.43 $8,099 - $10,000	140 Added 1.6%	8,880 $514,000
Q2 2022 Jul 18, 2022	BUY	$58.13 - $77.8 $22,147 - $29,641	381 Added 4.56%	8,740 $527,000
Q1 2022 May 06, 2022	BUY	$68.33 - $84.32 $33,208 - $40,979	486 Added 6.17%	8,359 $638,000
Q4 2021 Jan 19, 2022	BUY	$73.18 - $84.81 $12,806 - $14,841	175 Added 2.27%	7,873 $659,000
Q3 2021 Nov 05, 2021	SELL	$72.99 - $79.0 $66,566 - $72,048	-912 Reduced 10.59%	7,698 $569,000
Q2 2021 Jul 28, 2021	BUY	$65.96 - $72.81 $15,830 - $17,474	240 Added 2.87%	8,610 $626,000
Q1 2021 Apr 26, 2021	SELL	$61.43 - $67.25 $3,624 - $3,967	-59 Reduced 0.7%	8,370 $545,000
Q4 2020 Jan 28, 2021	BUY	$56.17 - $63.82 $323,820 - $367,922	5,765 Added 216.4%	8,429 $538,000
Q2 2020 Jul 23, 2020	BUY	$39.5 - $52.48 $1,145 - $1,521	29 Added 1.1%	2,664 $552,000
Q1 2020 Apr 14, 2020	SELL	$36.14 - $52.65 $20,672 - $30,115	-572 Reduced 17.84%	2,635 $435,000
Q4 2019 Jan 15, 2020	SELL	$43.72 - $48.62 $3,322 - $3,695	-76 Reduced 2.31%	3,207 $621,000
Q3 2019 Oct 21, 2019	SELL	$43.49 - $46.27 $13,873 - $14,760	-319 Reduced 8.86%	3,283 $591,000
Q2 2019 Jul 30, 2019	SELL	$41.95 - $45.26 $3,188 - $3,439	-76 Reduced 2.07%	3,602 $645,000
Q1 2019 May 01, 2019	SELL	$36.63 - $43.33 $586 - $693	-16 Reduced 0.43%	3,678 $634,000
Q4 2018 Jan 25, 2019	BUY	$35.15 - $44.43 $3,093 - $3,909	88 Added 2.44%	3,694 $556,000
Q3 2018 Nov 06, 2018	SELL	$40.58 - $44.29 $1,257 - $1,372	-31 Reduced 0.85%	3,606 $639,000
Q2 2018 Jul 30, 2018	BUY	$37.83 - $42.01 $1,967 - $2,184	52 Added 1.45%	3,637 $591,000
Q1 2018 Apr 27, 2018	SELL	$37.4 - $41.49 $22,215 - $24,645	-594 Reduced 14.21%	3,585 $555,000
Q4 2017 Jan 19, 2018	SELL	$35.95 - $38.73 $12,402 - $13,361	-345 Reduced 7.63%	4,179 $638,000
Q3 2017 Oct 24, 2017	BUY	$35.46 - $35.85 $160,421 - $162,185	4,524	4,524 $649,000

Others Institutions Holding IVW

# of Institutions

2,010

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

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Courage Miller Partners, LLC Ishares S&P 500 Growth ETF Transaction History