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 $471,295. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,225
Previous 4,909 6.44%
Holding current value
$471,295
Previous $414,000 16.67%
% of portfolio
0.16%
Previous 0.14%

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
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