A detailed history of Dakota Wealth Management transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Dakota Wealth Management holds 7,838 shares of IVW stock, worth $805,432. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,838
Previous 7,907 0.87%
Holding current value
$805,432
Previous $731,000 2.6%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 23, 2024

SELL
$84.77 - $97.13 $5,849 - $6,701
-69 Reduced 0.87%
7,838 $750,000
Q2 2024

Jul 19, 2024

SELL
$79.31 - $93.31 $108,971 - $128,207
-1,374 Reduced 14.8%
7,907 $731,000
Q1 2024

Apr 24, 2024

BUY
$72.87 - $85.14 $4,226 - $4,938
58 Added 0.63%
9,281 $783,000
Q4 2023

Jan 30, 2024

BUY
$65.78 - $75.4 $355,935 - $407,989
5,411 Added 141.95%
9,223 $692,000
Q2 2023

Jul 31, 2023

BUY
$63.21 - $70.48 $240,956 - $268,669
3,812 New
3,812 $268,000
Q1 2020

Apr 29, 2020

SELL
$36.14 - $52.65 $52,655 - $76,711
-1,457 Closed
0 $0
Q4 2019

Feb 06, 2020

SELL
$43.72 - $48.62 $334,938 - $372,477
-7,661 Reduced 84.02%
1,457 $282,000
Q3 2019

Nov 14, 2019

BUY
$43.49 - $46.27 $34,748 - $36,969
799 Added 9.6%
9,118 $1.64 Million
Q2 2019

Aug 07, 2019

BUY
$41.95 - $45.26 $94,974 - $102,468
2,264 Added 37.39%
8,319 $1.49 Million
Q1 2019

Apr 29, 2019

BUY
$36.63 - $43.33 $221,794 - $262,363
6,055 New
6,055 $1.04 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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