A detailed history of Edmonds Duncan Registered Investment Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Edmonds Duncan Registered Investment Advisors, LLC holds 55,462 shares of IVW stock, worth $5.7 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
55,462
Previous 54,196 2.34%
Holding current value
$5.7 Million
Previous $5.02 Million 5.88%
% of portfolio
1.19%
Previous 1.22%

Shares

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

Nov 13, 2024

BUY
$84.77 - $97.13 $107,318 - $122,966
1,266 Added 2.34%
55,462 $5.31 Million
Q2 2024

Jul 16, 2024

SELL
$79.31 - $93.31 $710,300 - $835,684
-8,956 Reduced 14.18%
54,196 $5.02 Million
Q1 2024

Apr 18, 2024

SELL
$72.87 - $85.14 $112,292 - $131,200
-1,541 Reduced 2.38%
63,152 $5.33 Million
Q4 2023

Jan 11, 2024

BUY
$65.78 - $75.4 $431,253 - $494,322
6,556 Added 11.28%
64,693 $4.86 Million
Q3 2023

Oct 16, 2023

BUY
$68.05 - $72.66 $35,181 - $37,565
517 Added 0.9%
58,137 $3.98 Million
Q2 2023

Jul 06, 2023

BUY
$63.21 - $70.48 $1,896 - $2,114
30 Added 0.05%
57,620 $4.06 Million
Q1 2023

Apr 12, 2023

BUY
$57.25 - $63.89 $47,861 - $53,412
836 Added 1.47%
57,590 $3.68 Million
Q4 2022

Jan 20, 2023

BUY
$56.73 - $63.56 $867,515 - $971,959
15,292 Added 36.88%
56,754 $0
Q3 2022

Oct 14, 2022

BUY
$57.85 - $71.43 $218,904 - $270,291
3,784 Added 10.04%
41,462 $2.4 Million
Q2 2022

Jul 20, 2022

SELL
$58.13 - $77.8 $205,198 - $274,634
-3,530 Reduced 8.57%
37,678 $2.27 Million
Q1 2022

Apr 12, 2022

BUY
$68.33 - $84.32 $98,873 - $122,011
1,447 Added 3.64%
41,208 $3.15 Million
Q4 2021

Jan 27, 2022

SELL
$73.18 - $84.81 $878 - $1,017
-12 Reduced 0.03%
39,761 $3.05 Million
Q3 2021

Oct 19, 2021

SELL
$72.99 - $79.0 $34,232 - $37,051
-469 Reduced 1.17%
39,773 $2.94 Million
Q2 2021

Jul 27, 2021

SELL
$65.96 - $72.81 $5,012 - $5,533
-76 Reduced 0.19%
40,242 $2.93 Million
Q1 2021

May 06, 2021

BUY
$61.43 - $67.25 $3,317 - $3,631
54 Added 0.13%
40,318 $2.63 Million
Q4 2020

Feb 19, 2021

BUY
$56.17 - $63.82 $1.68 Million - $1.91 Million
29,920 Added 289.25%
40,264 $2.68 Million
Q3 2020

Nov 04, 2020

SELL
$52.42 - $62.43 $4,612 - $5,493
-88 Reduced 0.84%
10,344 $2.39 Million
Q2 2020

Jul 31, 2020

BUY
$39.5 - $52.48 $4,068 - $5,405
103 Added 1.0%
10,432 $2.17 Million
Q1 2020

Apr 07, 2020

SELL
$36.14 - $52.65 $1.96 Million - $2.85 Million
-54,208 Reduced 84.0%
10,329 $1.71 Million
Q4 2019

Jan 30, 2020

SELL
$43.72 - $48.62 $359,684 - $399,996
-8,227 Reduced 11.31%
64,537 $12.5 Million
Q3 2019

Nov 08, 2019

SELL
$43.49 - $46.27 $128,034 - $136,218
-2,944 Reduced 3.89%
72,764 $13.1 Million
Q2 2019

Aug 06, 2019

SELL
$41.95 - $45.26 $20,471 - $22,086
-488 Reduced 0.64%
75,708 $13.7 Million
Q1 2019

May 15, 2019

BUY
$36.63 - $43.33 $61,794 - $73,097
1,687 Added 2.26%
76,196 $13.1 Million
Q4 2018

Feb 14, 2019

BUY
$35.15 - $44.43 $47,206 - $59,669
1,343 Added 1.84%
74,509 $11.2 Million
Q3 2018

Nov 14, 2018

SELL
$40.58 - $44.29 $245,671 - $268,131
-6,054 Reduced 7.64%
73,166 $13 Million
Q2 2018

Aug 09, 2018

BUY
$37.83 - $42.01 $57,577 - $63,939
1,522 Added 1.96%
79,220 $12.9 Million
Q1 2018

May 23, 2018

BUY
$37.4 - $41.49 $57,820 - $64,143
1,546 Added 2.03%
77,698 $12.1 Million
Q4 2017

Feb 15, 2018

BUY
$35.95 - $38.73 $72,978 - $78,621
2,030 Added 2.74%
76,152 $11.6 Million
Q3 2017

Nov 13, 2017

SELL
$35.46 - $35.85 $18,510 - $18,713
-522 Reduced 0.7%
74,122 $11.1 Million
Q2 2017

Aug 10, 2017

BUY
N/A
74,644
74,644 $10.2 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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