Shares

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

Aug 13, 2024

SELL
$79.31 - $93.31 $9.43 Million - $11.1 Million
-118,890 Closed
0 $0
Q1 2024

May 14, 2024

SELL
$72.87 - $85.14 $108,794 - $127,114
-1,493 Reduced 1.24%
118,890 $10 Million
Q4 2023

Feb 14, 2024

BUY
$65.78 - $75.4 $21,312 - $24,429
324 Added 0.27%
120,383 $9.04 Million
Q3 2023

Nov 13, 2023

BUY
$68.05 - $72.66 $54,371 - $58,055
799 Added 0.67%
120,059 $8.21 Million
Q2 2023

Aug 15, 2023

SELL
$63.21 - $70.48 $78,443 - $87,465
-1,241 Reduced 1.03%
119,260 $8.41 Million
Q1 2023

May 15, 2023

BUY
$57.25 - $63.89 $515 - $575
9 Added 0.01%
120,501 $7.7 Million
Q4 2022

Feb 14, 2023

SELL
$56.73 - $63.56 $402,272 - $450,703
-7,091 Reduced 5.56%
120,492 $7.05 Million
Q3 2022

Nov 15, 2022

BUY
$57.85 - $71.43 $1.1 Million - $1.36 Million
19,090 Added 17.6%
127,583 $7.38 Million
Q2 2022

Aug 15, 2022

BUY
$58.13 - $77.8 $64,698 - $86,591
1,113 Added 1.04%
108,493 $6.55 Million
Q1 2022

May 10, 2022

BUY
$68.33 - $84.32 $407,110 - $502,378
5,958 Added 5.87%
107,380 $8.2 Million
Q4 2021

Feb 14, 2022

BUY
$73.18 - $84.81 $27,442 - $31,803
375 Added 0.37%
101,422 $8.49 Million
Q3 2021

Nov 15, 2021

BUY
$72.99 - $79.0 $42,991 - $46,531
589 Added 0.59%
101,047 $7.47 Million
Q2 2021

Aug 09, 2021

SELL
$65.96 - $72.81 $3.1 Million - $3.43 Million
-47,064 Reduced 31.9%
100,458 $7.31 Million
Q1 2021

May 10, 2021

SELL
$61.43 - $67.25 $1.04 Million - $1.14 Million
-17,000 Reduced 10.33%
147,522 $9.61 Million
Q4 2020

Jan 29, 2021

BUY
$56.17 - $63.82 $6.95 Million - $7.89 Million
123,681 Added 302.84%
164,522 $10.5 Million
Q3 2020

Nov 02, 2020

BUY
$52.42 - $62.43 $58,081 - $69,172
1,108 Added 2.79%
40,841 $9.44 Million
Q2 2020

Aug 06, 2020

BUY
$39.5 - $52.48 $108,309 - $143,900
2,742 Added 7.41%
39,733 $8.24 Million
Q1 2020

May 05, 2020

BUY
$36.14 - $52.65 $20,166 - $29,378
558 Added 1.53%
36,991 $6.11 Million
Q4 2019

Feb 14, 2020

BUY
$43.72 - $48.62 $1.59 Million - $1.77 Million
36,433 New
36,433 $7.06 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 Epg Wealth Management LLC Portfolio

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

News

Stay updated on Epg Wealth Management LLC with notifications on news.