F Dx Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History

F Dx Advisors, Inc.

$362 Million
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	SELL	$65.78 - $75.4 $723 - $829	-11 Reduced 0.12%	8,843 $664,000
Q3 2023 Nov 02, 2023	BUY	$68.05 - $72.66 $602,514 - $643,331	8,854 New	8,854 $605,000
Q3 2019 Nov 07, 2019	SELL	$43.49 - $46.27 $201,924 - $214,831	-4,643 Closed	0 $0
Q2 2019 Jul 19, 2019	SELL	$41.95 - $45.26 $53,024 - $57,208	-1,264 Reduced 21.4%	4,643 $832,000
Q1 2019 May 14, 2019	SELL	$36.63 - $43.33 $60,769 - $71,884	-1,659 Reduced 21.93%	5,907 $1.02 Million
Q4 2018 Feb 07, 2019	BUY	$35.15 - $44.43 $9,560 - $12,084	272 Added 3.73%	7,566 $1.14 Million
Q3 2018 Nov 13, 2018	SELL	$40.58 - $44.29 $53,078 - $57,931	-1,308 Reduced 15.21%	7,294 $1.29 Million
Q2 2018 Aug 08, 2018	SELL	$37.83 - $42.01 $388,249 - $431,148	-10,263 Reduced 54.4%	8,602 $1.4 Million
Q1 2018 May 02, 2018	BUY	$37.4 - $41.49 $209,926 - $232,883	5,613 Added 42.36%	18,865 $2.93 Million
Q4 2017 Feb 09, 2018	SELL	$35.95 - $38.73 $415,042 - $447,137	-11,545 Reduced 46.56%	13,252 $2.02 Million
Q3 2017 Nov 03, 2017	SELL	$35.46 - $35.85 $710,902 - $718,720	-20,048 Reduced 44.71%	24,797 $3.56 Million
Q2 2017 Aug 11, 2017	BUY	N/A	44,845	44,845 $6.14 Million

Others Institutions Holding IVW

# of Institutions

1,765

Shares Held

428M

Call Options Held

281K

Put Options Held

217K

Envestnet Asset Management Inc

49M
Shares

$4.78 Billion
1.61% of portfolio
Jpmorgan Chase & CO New York, NY

47.7M
Shares

$4.65 Billion
0.39% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$3.25 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$1.87 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

15.5M
Shares

$1.51 Billion
0.35% of portfolio

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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