A detailed history of Founders Financial Securities LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Founders Financial Securities LLC holds 6,447 shares of IVW stock, worth $641,540. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,447
Previous 7,338 12.14%
Holding current value
$641,540
Previous $679,000 9.13%
% of portfolio
0.06%
Previous 0.06%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$84.77 - $97.13 $75,530 - $86,542
-891 Reduced 12.14%
6,447 $617,000
Q2 2024

Aug 02, 2024

BUY
$79.31 - $93.31 $75,661 - $89,017
954 Added 14.94%
7,338 $679,000
Q1 2024

Apr 17, 2024

BUY
$72.87 - $85.14 $94,949 - $110,937
1,303 Added 25.64%
6,384 $539,000
Q4 2023

Feb 06, 2024

BUY
$65.78 - $75.4 $19,010 - $21,790
289 Added 6.03%
5,081 $381,000
Q3 2023

Oct 17, 2023

SELL
$68.05 - $72.66 $119,768 - $127,881
-1,760 Reduced 26.86%
4,792 $327,000
Q2 2023

Aug 11, 2023

BUY
$63.21 - $70.48 $5,562 - $6,202
88 Added 1.36%
6,552 $461,000
Q1 2023

May 04, 2023

BUY
$57.25 - $63.89 $19,178 - $21,403
335 Added 5.47%
6,464 $412,000
Q4 2022

Feb 08, 2023

SELL
$56.73 - $63.56 $17,132 - $19,195
-302 Reduced 4.7%
6,129 $358,000
Q3 2022

Oct 27, 2022

BUY
$57.85 - $71.43 $372,033 - $459,366
6,431 New
6,431 $372,000
Q2 2022

Jul 27, 2022

SELL
$58.13 - $77.8 $623,618 - $834,638
-10,728 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$68.33 - $84.32 $65,733 - $81,115
962 Added 9.85%
10,728 $819,000
Q4 2021

Feb 14, 2022

BUY
$73.18 - $84.81 $714,675 - $828,254
9,766 New
9,766 $817,000
Q1 2021

May 14, 2021

SELL
$61.43 - $67.25 $588,253 - $643,986
-9,576 Closed
0 $0
Q4 2020

Feb 09, 2021

BUY
$56.17 - $63.82 $410,883 - $466,843
7,315 Added 323.53%
9,576 $611,000
Q3 2020

Nov 16, 2020

SELL
$52.42 - $62.43 $18,399 - $21,912
-351 Reduced 13.44%
2,261 $522,000
Q2 2020

Aug 12, 2020

BUY
$39.5 - $52.48 $103,174 - $137,077
2,612 New
2,612 $542,000
Q1 2020

May 14, 2020

SELL
$36.14 - $52.65 $74,665 - $108,774
-2,066 Closed
0 $0
Q4 2019

Feb 11, 2020

BUY
$43.72 - $48.62 $90,325 - $100,448
2,066 New
2,066 $400,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Founders Financial Securities LLC Portfolio

Follow Founders Financial Securities LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Founders Financial Securities LLC with notifications on news.