A detailed history of Founders Financial Alliance, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 1,865 shares of IVW stock, worth $181,874. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,865
Previous 1,865 -0.0%
Holding current value
$181,874
Previous $157,000 9.55%
% of portfolio
0.05%
Previous 0.05%

Shares

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

May 14, 2024

BUY
$72.87 - $85.14 $11,440 - $13,366
157 Added 9.19%
1,865 $157,000
Q2 2023

Aug 11, 2023

BUY
$63.21 - $70.48 $5,056 - $5,638
80 Added 4.91%
1,708 $120,000
Q1 2023

May 15, 2023

SELL
$57.25 - $63.89 $1,145 - $1,277
-20 Reduced 1.21%
1,628 $104,000
Q4 2022

Feb 15, 2023

SELL
$56.73 - $63.56 $19,742 - $22,118
-348 Reduced 17.43%
1,648 $96,000
Q3 2022

Nov 14, 2022

SELL
$57.85 - $71.43 $114,947 - $141,931
-1,987 Reduced 49.89%
1,996 $115,000
Q2 2022

Aug 15, 2022

BUY
$58.13 - $77.8 $115,504 - $154,588
1,987 Added 99.55%
3,983 $240,000
Q3 2021

Nov 15, 2021

SELL
$72.99 - $79.0 $130,798 - $141,568
-1,792 Reduced 47.31%
1,996 $148,000
Q2 2021

Aug 02, 2021

SELL
$65.96 - $72.81 $173,870 - $191,927
-2,636 Reduced 41.03%
3,788 $275,000
Q4 2020

Feb 04, 2021

BUY
$56.17 - $63.82 $270,627 - $307,484
4,818 Added 300.0%
6,424 $410,000
Q3 2020

Nov 13, 2020

BUY
$52.42 - $62.43 $84,186 - $100,262
1,606 New
1,606 $378,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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