A detailed history of Enzi Wealth transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Enzi Wealth holds 5,564 shares of IVW stock, worth $553,673. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,564
Previous 4,879 14.04%
Holding current value
$553,673
Previous $451,000 17.96%
% of portfolio
0.22%
Previous 0.2%

Shares

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

Oct 15, 2024

BUY
$84.77 - $97.13 $58,067 - $66,534
685 Added 14.04%
5,564 $532,000
Q2 2024

Jul 22, 2024

SELL
$79.31 - $93.31 $5,393 - $6,345
-68 Reduced 1.37%
4,879 $451,000
Q1 2024

Apr 16, 2024

BUY
$72.87 - $85.14 $4,955 - $5,789
68 Added 1.39%
4,947 $417,000
Q2 2023

Jul 14, 2023

SELL
$63.21 - $70.48 $102,147 - $113,895
-1,616 Reduced 24.88%
4,879 $343,000
Q1 2023

Apr 18, 2023

SELL
$57.25 - $63.89 $71,276 - $79,543
-1,245 Reduced 16.09%
6,495 $414,000
Q3 2022

Nov 14, 2022

BUY
$57.85 - $71.43 $447,759 - $552,868
7,740 New
7,740 $483,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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