Gladstone Institutional Advisory LLC Ishares S&P 500 Growth ETF Transaction History

Gladstone Institutional Advisory LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Gladstone Institutional Advisory LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 241,113 shares of IVW stock, worth $25.7 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
241,113
Previous 208,678 15.54%
Holding current value
$25.7 Million
Previous $20 Million 22.52%
% of portfolio
1.16%
Previous 1.0%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$94.43 - $105.47 $3.06 Million - $3.42 Million
32,435 Added 15.54%
241,113 $24.5 Million
Q3 2024

Oct 28, 2024
BUY
$84.77 - $97.13 $889,067 - $1.02 Million
10,488 Added 5.29%
208,678 $20 Million
Q2 2024

Aug 02, 2024
BUY
$79.31 - $93.31 $383,067 - $450,687
4,830 Added 2.5%
198,190 $18.3 Million
Q1 2024

May 14, 2024
SELL
$72.87 - $85.14 $306,491 - $358,098
-4,206 Reduced 2.13%
193,360 $16.3 Million
Q4 2023

Feb 09, 2024
SELL
$65.78 - $75.4 $792,912 - $908,871
-12,054 Reduced 5.75%
197,566 $14.8 Million
Q3 2023

Nov 13, 2023
BUY
$68.05 - $72.66 $270,839 - $289,186
3,980 Added 1.94%
209,620 $14.3 Million
Q2 2023

Aug 10, 2023
BUY
$63.21 - $70.48 $409,853 - $456,992
6,484 Added 3.26%
205,640 $14.5 Million
Q1 2023

May 12, 2023
SELL
$57.25 - $63.89 $1.48 Million - $1.65 Million
-25,823 Reduced 11.48%
199,156 $12.7 Million
Q4 2022

Feb 01, 2023
SELL
$56.73 - $63.56 $1.58 Million - $1.77 Million
-27,838 Reduced 11.01%
224,979 $13.2 Million
Q3 2022

Jan 27, 2023
BUY
$57.85 - $71.43 $908,013 - $1.12 Million
15,696 Added 6.62%
252,817 $14.6 Million
Q3 2022

Oct 20, 2022
BUY
$57.85 - $71.43 $908,013 - $1.12 Million
15,696 Added 6.62%
252,817 $14.6 Million
Q2 2022

Jan 27, 2023
BUY
$58.13 - $77.8 $411,560 - $550,824
7,080 Added 3.08%
237,121 $14.3 Million
Q2 2022

Aug 15, 2022
BUY
$58.13 - $77.8 $411,560 - $550,824
7,080 Added 3.08%
237,121 $14.3 Million
Q1 2022

Jan 27, 2023
BUY
$68.33 - $84.32 $832,806 - $1.03 Million
12,188 Added 5.59%
230,041 $17.6 Million
Q1 2022

May 04, 2022
BUY
$68.33 - $84.32 $832,806 - $1.03 Million
12,188 Added 5.59%
230,041 $17.6 Million
Q4 2021

Jan 27, 2023
BUY
$73.18 - $84.81 $419,980 - $486,724
5,739 Added 2.71%
217,853 $18.2 Million
Q4 2021

Feb 11, 2022
BUY
$73.18 - $84.81 $419,980 - $486,724
5,739 Added 2.71%
217,853 $18.2 Million
Q3 2021

Jan 27, 2023
BUY
$72.99 - $79.0 $2.78 Million - $3 Million
38,033 Added 21.85%
212,114 $15.7 Million
Q3 2021

Nov 15, 2021
BUY
$72.99 - $79.0 $2.78 Million - $3 Million
38,033 Added 21.85%
212,114 $15.7 Million
Q2 2021

Jan 27, 2023
SELL
$65.96 - $72.81 $577,215 - $637,160
-8,751 Reduced 4.79%
174,081 $12.7 Million
Q2 2021

Aug 13, 2021
SELL
$65.96 - $72.81 $577,215 - $637,160
-8,751 Reduced 4.79%
174,081 $12.7 Million
Q1 2021

Jan 27, 2023
SELL
$61.43 - $67.25 $98,533 - $107,869
-1,604 Reduced 0.87%
182,832 $11.9 Million
Q1 2021

May 17, 2021
SELL
$61.43 - $67.25 $98,533 - $107,869
-1,604 Reduced 0.87%
182,832 $11.9 Million
Q4 2020

Jan 27, 2023
BUY
$56.17 - $63.82 $7.77 Million - $8.83 Million
138,404 Added 300.67%
184,436 $11.8 Million
Q4 2020

Feb 16, 2021
BUY
$56.17 - $63.82 $7.77 Million - $8.83 Million
138,404 Added 300.67%
184,436 $11.8 Million
Q3 2020

Jan 27, 2023
SELL
$52.42 - $62.43 $10.8 Million - $12.9 Million
-206,785 Reduced 81.79%
46,032 $10.6 Million
Q3 2020

Nov 16, 2020
BUY
$52.42 - $62.43 $31,085 - $37,020
593 Added 1.31%
46,032 $10.6 Million
Q2 2020

Aug 17, 2020
SELL
$39.5 - $52.48 $2,172 - $2,886
-55 Reduced 0.12%
45,439 $9.43 Million
Q1 2020

May 14, 2020
BUY
$36.14 - $52.65 $187,566 - $273,253
5,190 Added 12.88%
45,494 $7.51 Million
Q4 2019

Feb 12, 2020
BUY
$43.72 - $48.62 $53,600 - $59,608
1,226 Added 3.14%
40,304 $7.81 Million
Q3 2019

Nov 13, 2019
BUY
$43.49 - $46.27 $1.49 Million - $1.59 Million
34,266 Added 712.09%
39,078 $7.04 Million
Q2 2019

Aug 14, 2019
BUY
$41.95 - $45.26 $106,678 - $115,096
2,543 Added 112.08%
4,812 $863,000
Q1 2019

May 10, 2019
SELL
$36.63 - $43.33 $6,483 - $7,669
-177 Reduced 7.24%
2,269 $391,000
Q4 2018

Feb 13, 2019
BUY
$35.15 - $44.43 $85,976 - $108,675
2,446 New
2,446 $369,000

Others Institutions Holding IVW

# of Institutions
1,988
Shares Held
429M
Call Options Held
183K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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