A detailed history of Creative One Wealth, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Creative One Wealth, LLC holds 9,350 shares of IGV stock, worth $944,443. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,350
Previous 7,368 26.9%
Holding current value
$944,443
Previous $640,000 30.47%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$77.94 - $89.37 $154,477 - $177,131
1,982 Added 26.9%
9,350 $835,000
Q2 2024

Aug 14, 2024

BUY
$77.36 - $86.9 $569,988 - $640,279
7,368 New
7,368 $640,000
Q1 2022

May 13, 2022

SELL
$302.28 - $393.09 $200,713 - $261,011
-664 Closed
0 $0
Q4 2021

Feb 15, 2022

BUY
$384.52 - $446.52 $36,529 - $42,419
95 Added 16.7%
664 $264,000
Q3 2021

Nov 16, 2021

BUY
$386.87 - $428.17 $220,129 - $243,628
569 New
569 $227,000
Q3 2020

Nov 13, 2020

SELL
$283.85 - $334.52 $236,730 - $278,989
-834 Closed
0 $0
Q2 2020

Aug 13, 2020

BUY
$197.94 - $284.25 $165,081 - $237,064
834 New
834 $237,000

Others Institutions Holding IGV

About ISHARES EXPANDED TECH-SOFTWARE


  • Ticker IGV
  • Sector ETFs
  • Industry ETFs
More about IGV
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.