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

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 8,783 shares of IVW stock, worth $873,996. This represents 0.9% of its overall portfolio holdings.

Number of Shares
8,783
Previous 9,561 8.14%
Holding current value
$873,996
Previous $884,000 4.98%
% of portfolio
0.9%
Previous 0.96%

Shares

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

Nov 14, 2024
SELL
$84.77 - $97.13 $65,951 - $75,567
-778 Reduced 8.14%
8,783 $840,000
Q2 2024

Aug 14, 2024
BUY
$79.31 - $93.31 $324,615 - $381,917
4,093 Added 74.85%
9,561 $884,000
Q1 2024

Aug 14, 2024
BUY
$72.87 - $85.14 $142,898 - $166,959
1,961 Added 55.92%
5,468 $461,000
Q4 2023

Feb 14, 2024
BUY
$65.78 - $75.4 $230,690 - $264,427
3,507 New
3,507 $263,000

Others Institutions Holding IVW

# of Institutions
1,816
Shares Held
414M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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