Forward Management, LLC Ishares S&P 500 Growth ETF Transaction History

Forward Management, LLC

$0
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 30, 2018	SELL	$37.4 - $41.49 $149 - $165	-4 Closed	0 $0
Q4 2017 Feb 02, 2018	BUY	$35.95 - $38.73 $143 - $154	4	4 $1,000

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forward Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forward Management, LLC with notifications on news.