Financial Insights, Inc. Ishares S&P 500 Growth ETF Transaction History

Financial Insights, Inc.

$303 Million
Q3 2024

A detailed history of Financial Insights, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Financial Insights, Inc. holds 4,154 shares of IVW stock, worth $428,485. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,154

Previous 5,311 21.78%

Holding current value

$428,485

Previous $491,000 19.14%

% of portfolio

0.13%

Previous 0.14%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$84.77 - $97.13 $98,078 - $112,379	-1,157 Reduced 21.78%	4,154 $397,000
Q4 2023 Jan 24, 2024	SELL	$65.78 - $75.4 $49,335 - $56,550	-750 Reduced 12.37%	5,311 $398,000
Q3 2023 Dec 06, 2023	SELL	$68.05 - $72.66 $5,920 - $6,321	-87 Reduced 1.61%	5,311 $363,000
Q2 2023 Jan 24, 2024	BUY	$63.21 - $70.48 $47,407 - $52,860	750 Added 14.12%	6,061 $427,000
Q1 2023 Apr 17, 2023	BUY	$57.25 - $63.89 $57 - $63	1 Added 0.02%	5,398 $344,000
Q3 2022 Oct 26, 2022	BUY	$57.85 - $71.43 $89,609 - $110,645	1,549 Added 40.25%	5,397 $312,000
Q2 2022 Aug 03, 2022	SELL	$58.13 - $77.8 $6,743 - $9,024	-116 Reduced 2.93%	3,848 $232,000
Q4 2020 Feb 05, 2021	BUY	$56.17 - $63.82 $166,993 - $189,736	2,973 Added 300.0%	3,964 $253,000
Q3 2020 Nov 16, 2020	SELL	$52.42 - $62.43 $21,701 - $25,846	-414 Reduced 29.47%	991 $229,000
Q2 2020 Aug 20, 2020	BUY	$39.5 - $52.48 $55,497 - $73,734	1,405 New	1,405 $206,000
Q1 2020 Apr 28, 2020	SELL	$36.14 - $52.65 $39,031 - $56,862	-1,080 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$43.72 - $48.62 $47,217 - $52,509	1,080 New	1,080 $209,000

Others Institutions Holding IVW

# of Institutions

1,819

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Financial Insights, Inc. Ishares S&P 500 Growth ETF Transaction History