Global Financial Private Client, LLC Ishares S&P 500 Growth ETF Transaction History

Global Financial Private Client, LLC

$262 Billion
Q1 2025

A detailed history of Global Financial Private Client, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Global Financial Private Client, LLC holds 3,140 shares of IVW stock, worth $325,241. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,140

Previous 2,852 10.1%

Holding current value

$325,241

Previous $290 Million 0.66%

% of portfolio

0.11%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	BUY	$92.45 - $106.69 $26,625 - $30,726	288 Added 10.1%	3,140 $291 Million
Q4 2024 Jan 13, 2025	SELL	$94.43 - $105.47 $32,389 - $36,176	-343 Reduced 10.74%	2,852 $290 Million
Q3 2024 Oct 07, 2024	SELL	$84.77 - $97.13 $21,955 - $25,156	-259 Reduced 7.5%	3,195 $306 Million
Q2 2024 Jul 29, 2024	BUY	$79.31 - $93.31 $122,613 - $144,257	1,546 Added 81.03%	3,454 $320 Million
Q1 2024 May 15, 2024	BUY	$72.87 - $85.14 $77,898 - $91,014	1,069 Added 127.41%	1,908 $161 Million
Q4 2023 May 15, 2024	BUY	$65.78 - $75.4 $3,025 - $3,468	46 Added 5.8%	839 $63 Million
Q3 2023 May 15, 2024	BUY	$68.05 - $72.66 $53,963 - $57,619	793 New	793 $54.5 Million

Others Institutions Holding IVW

# of Institutions

2,027

Shares Held

427M

Call Options Held

203K

Put Options Held

136K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Global Financial Private Client, LLC Ishares S&P 500 Growth ETF Transaction History