A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 8,878 shares of IVW stock, worth $932,101. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,878
Previous 8,878 -0.0%
Holding current value
$932,101
Previous $821,000 3.53%
% of portfolio
0.23%
Previous 0.28%

Shares

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

May 14, 2024

BUY
$72.87 - $85.14 $72 - $85
1 Added 0.01%
8,878 $749,000
Q4 2022

Jan 19, 2023

BUY
$56.73 - $63.56 $56 - $63
1 Added 0.01%
8,877 $0
Q3 2022

Oct 24, 2022

BUY
$57.85 - $71.43 $278,142 - $343,435
4,808 Added 118.19%
8,876 $514,000
Q2 2022

Aug 12, 2022

BUY
$58.13 - $77.8 $236,472 - $316,490
4,068 New
4,068 $279,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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