A detailed history of Gradient Investments LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Gradient Investments LLC holds 3,821 shares of IVW stock, worth $359,250. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,821
Previous 4,248 10.05%
Holding current value
$359,250
Previous $319,000 0.94%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 23, 2024

SELL
$72.87 - $85.14 $31,115 - $36,354
-427 Reduced 10.05%
3,821 $322,000
Q4 2023

Jan 18, 2024

BUY
$65.78 - $75.4 $3,749 - $4,297
57 Added 1.36%
4,248 $319,000
Q3 2023

Oct 27, 2023

SELL
$68.05 - $72.66 $7,689 - $8,210
-113 Reduced 2.63%
4,191 $286,000
Q2 2023

Jul 11, 2023

BUY
$63.21 - $70.48 $9,860 - $10,994
156 Added 3.76%
4,304 $303,000
Q1 2023

Apr 17, 2023

BUY
$57.25 - $63.89 $114,500 - $127,780
2,000 Added 93.11%
4,148 $265,000
Q4 2022

Jan 10, 2023

SELL
$56.99 - $63.56 $20,516 - $22,881
-360 Reduced 14.35%
2,148 $0
Q3 2022

Oct 14, 2022

BUY
$59.8 - $71.43 $21,528 - $25,714
360 Added 16.76%
2,508 $145,000
Q2 2022

Jul 11, 2022

BUY
$58.13 - $77.8 $20,868 - $27,930
359 Added 20.07%
2,148 $130,000
Q4 2021

Jan 12, 2022

BUY
$73.18 - $84.81 $5,342 - $6,191
73 Added 4.25%
1,789 $150,000
Q1 2021

Apr 21, 2021

BUY
$61.43 - $67.25 $97,857 - $107,129
1,593 Added 1295.12%
1,716 $112,000
Q4 2019

Jan 15, 2020

SELL
$43.72 - $48.62 $4,284 - $4,764
-98 Reduced 44.34%
123 $24,000
Q3 2019

Oct 10, 2019

BUY
$43.49 - $46.27 $8,784 - $9,346
202 Added 1063.16%
221 $40,000
Q3 2018

Oct 11, 2018

SELL
$40.58 - $44.29 $3,855 - $4,207
-95 Reduced 83.33%
19 $3,000
Q2 2018

Aug 09, 2018

BUY
$37.83 - $42.01 $3,593 - $3,990
95 Added 500.0%
114 $19,000
Q4 2017

Feb 07, 2018

BUY
$35.95 - $38.73 $683 - $735
19
19 $3,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Gradient Investments LLC Portfolio

Follow Gradient Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.