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 51,646 shares of IVW stock, worth $5.14 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
51,646
Previous 51,576 0.14%
Holding current value
$5.14 Million
Previous $4.77 Million 3.63%
% of portfolio
0.53%
Previous 0.53%

Shares

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

Oct 17, 2024

BUY
$84.77 - $97.13 $5,933 - $6,799
70 Added 0.14%
51,646 $4.95 Million
Q2 2024

Jul 24, 2024

BUY
$79.31 - $93.31 $2,934 - $3,452
37 Added 0.07%
51,576 $4.77 Million
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
$56.73 - $63.56 $43,625 - $48,877
-769 Reduced 1.37%
55,484 $3.25 Million
Q3 2022

Nov 15, 2022

BUY
$57.85 - $71.43 $9,950 - $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

About ISHARES S&P 500 GROWTH ETF


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