Evoke Wealth, LLC Ishares S&P 500 Growth ETF Transaction History

Evoke Wealth, LLC

$3.59 Trillion
Q4 2024

A detailed history of Evoke Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Evoke Wealth, LLC holds 12,197 shares of IVW stock, worth $1.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,197

Previous 11,553 5.57%

Holding current value

$1.3 Million

Previous $1.11 Billion 11.95%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$94.43 - $105.47 $60,812 - $67,922	644 Added 5.57%	12,197 $1.24 Billion
Q3 2024 Nov 13, 2024	BUY	$84.77 - $97.13 $706,473 - $809,481	8,334 Added 258.9%	11,553 $1.11 Billion
Q2 2024 Aug 13, 2024	SELL	$79.31 - $93.31 $89,461 - $105,253	-1,128 Reduced 25.95%	3,219 $298 Million
Q1 2024 May 15, 2024	BUY	$72.87 - $85.14 $72 - $85	1 Added 0.02%	4,347 $367,000
Q4 2023 Jun 10, 2024	SELL	$65.78 - $75.4 $74,265 - $85,126	-1,129 Reduced 25.97%	3,218 $242 Million
Q4 2023 Feb 12, 2024	SELL	$65.78 - $75.4 $65 - $75	-1 Reduced 0.02%	4,346 $326,000
Q4 2021 Feb 09, 2022	BUY	$73.18 - $84.81 $73 - $84	1 Added 0.02%	4,347 $364,000
Q3 2021 Nov 12, 2021	SELL	$72.99 - $79.0 $72 - $79	-1 Reduced 0.02%	4,346 $321,000
Q2 2021 Aug 05, 2021	BUY	$65.96 - $72.81 $72,028 - $79,508	1,092 Added 33.55%	4,347 $316,000
Q1 2021 May 13, 2021	BUY	$61.43 - $67.25 $61 - $67	1 Added 0.03%	3,255 $212,000
Q4 2020 Feb 12, 2021	BUY	$56.17 - $63.82 $137,110 - $155,784	2,441 Added 300.25%	3,254 $208,000
Q2 2020 Aug 10, 2020	SELL	$39.5 - $52.48 $39 - $52	-1 Reduced 0.12%	813 $169,000
Q1 2020 May 07, 2020	BUY	$36.14 - $52.65 $29,417 - $42,857	814 New	814 $134 Million
Q4 2019 Feb 07, 2020	SELL	$43.72 - $48.62 $28,549 - $31,748	-653 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$43.49 - $46.27 $28,398 - $30,214	653 New	653 $118 Million

Others Institutions Holding IVW

# of Institutions

1,984

Shares Held

429M

Call Options Held

287K

Put Options Held

96.1K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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