A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 8,410 shares of IVW stock, worth $858,997. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,410
Previous 8,260 1.82%
Holding current value
$858,997
Previous $764,000 5.37%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 13, 2024

BUY
$84.77 - $97.13 $12,715 - $14,569
150 Added 1.82%
8,410 $805,000
Q2 2024

Aug 13, 2024

BUY
$79.31 - $93.31 $129,909 - $152,841
1,638 Added 24.74%
8,260 $764,000
Q1 2024

May 13, 2024

BUY
$72.87 - $85.14 $16,687 - $19,497
229 Added 3.58%
6,622 $559,000
Q4 2023

Feb 12, 2024

SELL
$65.78 - $75.4 $1,776 - $2,035
-27 Reduced 0.42%
6,393 $480,000
Q3 2023

Nov 14, 2023

SELL
$68.05 - $72.66 $476 - $508
-7 Reduced 0.11%
6,420 $439,000
Q2 2023

Aug 10, 2023

BUY
$63.21 - $70.48 $118,518 - $132,150
1,875 Added 41.19%
6,427 $452,000
Q4 2022

Feb 08, 2023

BUY
$56.73 - $63.56 $56 - $63
1 Added 0.02%
4,552 $266,000
Q3 2022

Nov 14, 2022

SELL
$57.85 - $71.43 $16,371 - $20,214
-283 Reduced 5.85%
4,551 $263,000
Q2 2022

Aug 04, 2022

SELL
$58.13 - $77.8 $171,774 - $229,899
-2,955 Reduced 37.94%
4,834 $291,000
Q1 2022

May 12, 2022

BUY
$68.33 - $84.32 $266,555 - $328,932
3,901 Added 100.33%
7,789 $594,000
Q4 2021

Feb 11, 2022

BUY
$73.18 - $84.81 $284,157 - $329,317
3,883 Added 77660.0%
3,888 $325,000
Q3 2021

Nov 15, 2021

SELL
$72.99 - $79.0 $287,872 - $311,576
-3,944 Reduced 99.87%
5 $5,000
Q2 2021

Aug 11, 2021

BUY
$65.96 - $72.81 $1,583 - $1,747
24 Added 0.61%
3,949 $287,000
Q4 2020

Feb 09, 2021

BUY
$56.17 - $63.82 $220,467 - $250,493
3,925 New
3,925 $250,000
Q4 2018

Feb 08, 2019

SELL
$35.15 - $44.43 $42,636 - $53,893
-1,213 Closed
0 $0
Q3 2018

Nov 06, 2018

BUY
$40.58 - $44.29 $49,223 - $53,723
1,213 New
1,213 $215,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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