Curated Wealth Partners LLC Ishares S&P 500 Growth ETF Transaction History

Curated Wealth Partners LLC

  • $769 Million
  • Q3 2024

A detailed history of Curated Wealth Partners LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Curated Wealth Partners LLC holds 7,965 shares of IVW stock, worth $818,483. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,965
Previous 7,965 -0.0%
Holding current value
$818,483
Previous $737,000 3.39%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$79.31 - $93.31 $631,704 - $743,214
7,965 New
7,965 $737,000
Q3 2023

Oct 23, 2023
SELL
$68.05 - $72.66 $311,669 - $332,782
-4,580 Reduced 29.74%
10,820 $740,000
Q1 2023

Apr 27, 2023
SELL
$57.25 - $63.89 $11,450 - $12,778
-200 Reduced 1.28%
15,400 $983,000
Q2 2022

Jul 27, 2022
SELL
$58.13 - $77.8 $494,105 - $661,300
-8,500 Reduced 35.27%
15,600 $941,000
Q2 2021

Aug 11, 2021
SELL
$65.96 - $72.81 $171,495 - $189,306
-2,600 Reduced 9.74%
24,100 $1.75 Million
Q4 2020

Feb 16, 2021
BUY
$56.17 - $63.82 $1.5 Million - $1.7 Million
26,700 New
26,700 $1.7 Million

Others Institutions Holding IVW

# of Institutions
1,824
Shares Held
417M
Call Options Held
355K
Put Options Held
454K
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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