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

Financial Perspectives, Inc

$292 Billion
Q1 2025

A detailed history of Financial Perspectives, Inc transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 92,656 shares of IVW stock, worth $8.77 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares

92,656

Previous 93,451 0.85%

Holding current value

$8.77 Million

Previous $9.49 Billion 9.35%

% of portfolio

2.94%

Previous 3.19%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	SELL	$92.45 - $106.69 $73,497 - $84,818	-795 Reduced 0.85%	92,656 $8.6 Billion
Q4 2024 Jan 31, 2025	BUY	$94.43 - $105.47 $17,469 - $19,511	185 Added 0.2%	93,451 $9.49 Billion
Q3 2024 Oct 17, 2024	SELL	$84.77 - $97.13 $149,788 - $171,628	-1,767 Reduced 1.86%	93,266 $8.93 Billion
Q2 2024 Aug 09, 2024	BUY	$79.31 - $93.31 $78,516 - $92,376	990 Added 1.05%	95,033 $8.79 Billion
Q1 2024 Apr 19, 2024	BUY	$72.87 - $85.14 $226,917 - $265,125	3,114 Added 3.42%	94,043 $7.94 Billion
Q4 2023 Feb 01, 2024	BUY	$65.78 - $75.4 $145,308 - $166,558	2,209 Added 2.49%	90,929 $6.83 Billion
Q3 2023 Jan 09, 2024	BUY	$68.05 - $72.66 $61,993 - $66,193	911 Added 1.04%	88,720 $6.07 Billion
Q2 2023 Jan 09, 2024	BUY	$63.21 - $70.48 $143,802 - $160,342	2,275 Added 2.66%	87,809 $6.19 Billion
Q1 2023 Jan 09, 2024	SELL	$57.25 - $63.89 $76,314 - $85,165	-1,333 Reduced 1.53%	85,534 $5.46 Billion
Q4 2022 Jan 09, 2024	SELL	$56.73 - $63.56 $32,676 - $36,610	-576 Reduced 0.66%	86,867 $5.08 Billion
Q3 2022 Jan 09, 2024	BUY	$57.85 - $71.43 $102,163 - $126,145	1,766 Added 2.06%	87,443 $5.06 Billion
Q2 2022 Jan 09, 2024	SELL	$58.13 - $77.8 $274,315 - $367,138	-4,719 Reduced 5.22%	85,677 $5.17 Billion
Q1 2022 Jan 09, 2024	BUY	$68.33 - $84.32 $214,419 - $264,596	3,138 Added 3.6%	90,396 $6.9 Billion
Q4 2021 Jan 09, 2024	BUY	$73.18 - $84.81 $77,131 - $89,389	1,054 Added 1.22%	87,258 $7.3 Billion
Q3 2021 Jan 09, 2024	BUY	$72.99 - $79.0 $18,904 - $20,461	259 Added 0.3%	86,204 $6.37 Billion
Q2 2021 Jan 09, 2024	SELL	$65.96 - $72.81 $353 Million - $389 Million	-5,344,624 Reduced 98.42%	85,945 $6.25 Billion
Q1 2021 Jan 09, 2024	BUY	$61.43 - $67.25 $329 Million - $360 Million	5,349,910 Added 6632.75%	5,430,569 $83.4 Million
Q4 2020 Jan 09, 2024	BUY	$56.17 - $63.82 $3.44 Million - $3.91 Million	61,208 Added 314.68%	80,659 $5.15 Billion
Q3 2020 Jan 09, 2024	BUY	$52.42 - $62.43 $12,738 - $15,170	243 Added 1.27%	19,451 $4.49 Billion
Q2 2020 Jan 09, 2024	SELL	$39.5 - $52.48 $5,451 - $7,242	-138 Reduced 0.71%	19,208 $3.99 Billion
Q1 2020 Jan 09, 2024	SELL	$36.14 - $52.65 $22,623 - $32,958	-626 Reduced 3.13%	19,346 $3.19 Billion
Q4 2019 Jan 09, 2024	BUY	$43.72 - $48.62 $873,175 - $971,038	19,972 New	19,972 $3.87 Billion

Others Institutions Holding IVW

# of Institutions

2,026

Shares Held

432M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Account

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