Family Firm, Inc. Ishares S&P 500 Growth ETF Transaction History

Family Firm, Inc.

$413 Million
Q1 2024

A detailed history of Family Firm, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Family Firm, Inc. holds 51,539 shares of IVW stock, worth $4.77 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

51,539

Previous 51,493 0.09%

Holding current value

$4.77 Million

Previous $3.87 Million 12.52%

% of portfolio

1.05%

Previous 0.96%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$72.87 - $85.14 $3,352 - $3,916	46 Added 0.09%	51,539 $4.35 Million
Q4 2023 Feb 05, 2024	SELL	$65.78 - $75.4 $324,755 - $372,249	-4,937 Reduced 8.75%	51,493 $3.87 Million
Q3 2023 Oct 19, 2023	SELL	$68.05 - $72.66 $43,143 - $46,066	-634 Reduced 1.11%	56,430 $3.86 Million
Q2 2023 Aug 08, 2023	BUY	$63.21 - $70.48 $6,889 - $7,682	109 Added 0.19%	57,064 $4.02 Million
Q1 2023 May 01, 2023	BUY	$57.25 - $63.89 $84,214 - $93,982	1,471 Added 2.65%	56,955 $3.64 Million

Q4 2022 Feb 07, 2023	SELL	$56.99 - $63.56 $43,825 - $48,877	-769 Reduced 1.37%	55,484 $3.25 Million
Q3 2022 Nov 15, 2022	BUY	$59.8 - $71.43 $10,285 - $12,285	172 Added 0.31%	56,253 $3.25 Million
Q1 2022 Nov 30, 2022	SELL	$68.33 - $84.32 $6,149 - $7,588	-90 Reduced 0.16%	56,163 $4.29 Million
Q4 2021 Feb 02, 2022	SELL	$73.18 - $84.81 $53,933 - $62,504	-737 Reduced 1.3%	56,081 $4.69 Million
Q3 2021 Oct 22, 2021	BUY	$72.99 - $79.0 $5,182 - $5,609	71 Added 0.13%	56,818 $4.43 Million
Q2 2021 Jul 21, 2021	BUY	$65.96 - $72.81 $8,640 - $9,538	131 Added 0.23%	56,747 $4.13 Million
Q4 2020 Jan 20, 2021	BUY	$56.17 - $63.82 $2.4 Million - $2.73 Million	42,744 Added 308.13%	56,616 $3.57 Million
Q3 2020 Nov 04, 2020	SELL	$52.42 - $62.43 $47,859 - $56,998	-913 Reduced 6.18%	13,872 $3.21 Million
Q2 2020 Aug 10, 2020	BUY	$39.5 - $52.48 $2,528 - $3,358	64 Added 0.43%	14,785 $3.07 Million
Q1 2020 Apr 29, 2020	SELL	$36.14 - $52.65 $8,745 - $12,741	-242 Reduced 1.62%	14,721 $2.43 Million
Q4 2019 Feb 04, 2020	BUY	$43.72 - $48.62 $4,634 - $5,153	106 Added 0.71%	14,963 $2.9 Million
Q3 2019 Nov 12, 2019	SELL	$43.49 - $46.27 $7,132 - $7,588	-164 Reduced 1.09%	14,857 $2.68 Million
Q2 2019 Aug 06, 2019	SELL	$41.95 - $45.26 $713 - $769	-17 Reduced 0.11%	15,021 $2.69 Million
Q1 2019 May 06, 2019	SELL	$36.63 - $43.33 $11,098 - $13,128	-303 Reduced 1.98%	15,038 $2.59 Million
Q4 2018 Feb 05, 2019	BUY	$35.15 - $44.43 $2,425 - $3,065	69 Added 0.45%	15,341 $2.31 Million
Q3 2018 Oct 31, 2018	SELL	$40.58 - $44.29 $17,003 - $18,557	-419 Reduced 2.67%	15,272 $2.71 Million
Q1 2018 Apr 26, 2018	BUY	$37.4 - $41.49 $1,309 - $1,452	35 Added 0.22%	15,691 $2.43 Million
Q4 2017 Feb 07, 2018	SELL	$35.95 - $38.73 $13,481 - $14,523	-375 Reduced 2.34%	15,656 $2.39 Million
Q3 2017 Nov 07, 2017	SELL	$35.46 - $35.85 $5,567 - $5,628	-157 Reduced 0.97%	16,031 $2.3 Million
Q2 2017 Aug 08, 2017	BUY	N/A	16,188	16,188 $2.22 Million

Others Institutions Holding IVW

# of Institutions

1,675

Shares Held

384M

Call Options Held

379K

Put Options Held

363K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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