Forthright Family Wealth Advisory LLC Ishares S&P 500 Growth ETF Transaction History

Forthright Family Wealth Advisory LLC

  • $149 Billion
  • Q1 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 31,532 shares of IVW stock, worth $2.92 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
31,532
Previous 30,300 4.07%
Holding current value
$2.92 Million
Previous $2.28 Billion 17.01%
% of portfolio
1.79%
Previous 1.78%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$72.87 - $85.14 $89,775 - $104,892
1,232 Added 4.07%
31,532 $2.66 Billion
Q4 2023

Feb 28, 2024
BUY
$65.78 - $75.4 $1.99 Million - $2.28 Million
30,300 New
30,300 $2.28 Billion

Others Institutions Holding IVW

# of Institutions
1,675
Shares Held
384M
Call Options Held
379K
Put Options Held
363K
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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