A detailed history of Domani Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Domani Wealth, LLC holds 34,255 shares of IVW stock, worth $3.33 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
34,255
Previous 34,095 0.47%
Holding current value
$3.33 Million
Previous $1.99 Million 9.73%
% of portfolio
0.51%
Previous 0.5%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 18, 2023

BUY
$57.25 - $63.89 $9,160 - $10,222
160 Added 0.47%
34,255 $2.19 Million
Q4 2022

Jan 20, 2023

BUY
$56.99 - $63.56 $545,964 - $608,904
9,580 Added 39.08%
34,095 $0
Q3 2021

Oct 20, 2021

SELL
$72.99 - $79.0 $8,466 - $9,164
-116 Reduced 0.47%
24,515 $1.81 Million
Q2 2021

Jul 22, 2021

SELL
$65.96 - $72.81 $85,747 - $94,653
-1,300 Reduced 5.01%
24,631 $1.79 Million
Q1 2021

Apr 12, 2021

BUY
$61.43 - $67.25 $245,412 - $268,663
3,995 Added 18.21%
25,931 $1.69 Million
Q4 2020

Jan 21, 2021

BUY
$56.17 - $63.82 $946,239 - $1.08 Million
16,846 Added 330.96%
21,936 $1.4 Million
Q2 2020

Jul 24, 2020

SELL
$39.5 - $52.48 $140,857 - $187,143
-3,566 Reduced 41.2%
5,090 $1.06 Million
Q1 2020

Apr 10, 2020

BUY
$36.14 - $52.65 $312,827 - $455,738
8,656 New
8,656 $1.43 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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

Track Domani Wealth, LLC Portfolio

Follow Domani 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 Domani Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Domani Wealth, LLC with notifications on news.