A detailed history of Fundamentun, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Fundamentun, LLC holds 4,837 shares of IVW stock, worth $497,050. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,837
Previous 4,564 5.98%
Holding current value
$497,050
Previous $422,000 9.72%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 17, 2024

BUY
$84.77 - $97.13 $23,142 - $26,516
273 Added 5.98%
4,837 $463,000
Q2 2024

Jul 24, 2024

BUY
$79.31 - $93.31 $50,044 - $58,878
631 Added 16.04%
4,564 $422,000
Q1 2024

Apr 16, 2024

BUY
$72.87 - $85.14 $286,597 - $334,855
3,933 New
3,933 $332,000
Q2 2022

Sep 06, 2022

SELL
$58.13 - $77.8 $168,983 - $226,164
-2,907 Closed
0 $0
Q1 2022

Apr 26, 2022

SELL
$68.33 - $84.32 $52,067 - $64,251
-762 Reduced 20.77%
2,907 $222,000
Q4 2021

Jan 14, 2022

BUY
$73.18 - $84.81 $268,497 - $311,167
3,669 New
3,669 $307,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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