A detailed history of Francis Financial, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Francis Financial, Inc. holds 5,225 shares of IVW stock, worth $548,572. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,225
Previous 5,225 -0.0%
Holding current value
$548,572
Previous $483,000 3.52%
% of portfolio
0.15%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$79.31 - $93.31 $25,061 - $29,485
316 Added 6.44%
5,225 $483,000
Q1 2024

Apr 17, 2024

BUY
$72.87 - $85.14 $158,055 - $184,668
2,169 Added 79.16%
4,909 $414,000
Q4 2023

Jan 18, 2024

BUY
$65.78 - $75.4 $180,237 - $206,596
2,740 New
2,740 $205,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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

Track Francis Financial, Inc. Portfolio

Follow Francis Financial, Inc. 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 Francis Financial, Inc., based on Form 13F filings with the SEC.

News

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