A detailed history of Erts Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 6,341 shares of IVW stock, worth $651,601. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,341
Previous 6,341 -0.0%
Holding current value
$651,601
Previous $586,000 3.58%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Jul 18, 2024

SELL
$79.31 - $93.31 $31,089 - $36,577
-392 Reduced 5.82%
6,341 $586,000
Q1 2024

Apr 23, 2024

SELL
$72.87 - $85.14 $6,193 - $7,236
-85 Reduced 1.25%
6,733 $568,000
Q4 2023

Jan 23, 2024

BUY
$65.78 - $75.4 $23,088 - $26,465
351 Added 5.43%
6,818 $512,000
Q3 2023

Oct 16, 2023

BUY
$68.05 - $72.66 $57,502 - $61,397
845 Added 15.03%
6,467 $442,000
Q2 2023

Jul 17, 2023

SELL
$63.21 - $70.48 $22,186 - $24,738
-351 Reduced 5.88%
5,622 $396,000
Q1 2023

Apr 18, 2023

SELL
$57.25 - $63.89 $58,051 - $64,784
-1,014 Reduced 14.51%
5,973 $381,000
Q4 2022

Jan 27, 2023

SELL
$56.73 - $63.56 $773,456 - $866,577
-13,634 Reduced 66.12%
6,987 $408,000
Q3 2022

Nov 08, 2022

SELL
$57.85 - $71.43 $57,792 - $71,358
-999 Reduced 4.62%
20,621 $1.19 Million
Q2 2022

Aug 08, 2022

BUY
$58.13 - $77.8 $673,087 - $900,846
11,579 Added 115.32%
21,620 $1.3 Million
Q1 2022

May 11, 2022

BUY
$68.33 - $84.32 $665,055 - $820,686
9,733 Added 3160.06%
10,041 $767,000
Q4 2018

Feb 14, 2019

BUY
$35.15 - $44.43 $10,826 - $13,684
308 New
308 $46,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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