Guardian Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Guardian Wealth Advisors, LLC

$156 Million
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 90,057 shares of IVW stock, worth $9.6 Million. This represents 5.86% of its overall portfolio holdings.

Number of Shares

90,057

Previous 124,428 27.62%

Holding current value

$9.6 Million

Previous $11.9 Million 23.25%

% of portfolio

5.86%

Previous 7.36%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$94.43 - $105.47 $3.25 Million - $3.63 Million	-34,371 Reduced 27.62%	90,057 $9.14 Million
Q3 2024 Nov 07, 2024	SELL	$84.77 - $97.13 $865,671 - $991,891	-10,212 Reduced 7.58%	124,428 $11.9 Million
Q2 2024 Aug 08, 2024	SELL	$79.31 - $93.31 $350,788 - $412,710	-4,423 Reduced 3.18%	134,640 $12.5 Million
Q1 2024 Apr 26, 2024	SELL	$72.87 - $85.14 $646,502 - $755,362	-8,872 Reduced 6.0%	139,063 $11.7 Million
Q4 2023 Feb 08, 2024	SELL	$65.78 - $75.4 $211,548 - $242,486	-3,216 Reduced 2.13%	147,935 $11.1 Million
Q3 2023 Oct 30, 2023	SELL	$68.05 - $72.66 $39,741 - $42,433	-584 Reduced 0.38%	151,151 $10.3 Million
Q2 2023 Aug 08, 2023	BUY	$63.21 - $70.48 $331,346 - $369,456	5,242 Added 3.58%	151,735 $10.7 Million
Q1 2023 May 18, 2023	BUY	$57.25 - $63.89 $2.19 Million - $2.44 Million	38,210 Added 35.29%	146,493 $9.36 Million
Q1 2023 May 03, 2023	SELL	$57.25 - $63.89 $6.83 Million - $7.62 Million	-119,306 Reduced 93.22%	8,676 $554,000
Q4 2022 Feb 02, 2023	BUY	$56.73 - $63.56 $6.72 Million - $7.53 Million	118,410 Added 1237.05%	127,982 $7.49 Million
Q3 2022 May 18, 2023	BUY	$57.85 - $71.43 $5.76 Million - $7.11 Million	99,607 Added 1148.08%	108,283 $6.26 Million
Q3 2022 Nov 09, 2022	SELL	$57.85 - $71.43 $5.33 Million - $6.59 Million	-92,216 Reduced 90.6%	9,572 $554,000
Q2 2022 Aug 12, 2022	BUY	$58.13 - $77.8 $559,908 - $749,369	9,632 Added 10.45%	101,788 $6.14 Million
Q1 2022 May 11, 2022	BUY	$68.33 - $84.32 $412,166 - $508,618	6,032 Added 7.0%	92,156 $7.04 Million
Q4 2021 Feb 03, 2022	BUY	$73.18 - $84.81 $159,166 - $184,461	2,175 Added 2.59%	86,124 $7.21 Million
Q3 2021 Nov 10, 2021	SELL	$72.99 - $79.0 $18,904 - $20,461	-259 Reduced 0.31%	83,949 $6.21 Million
Q2 2021 Jul 28, 2021	BUY	$65.96 - $72.81 $4.72 Million - $5.21 Million	71,559 Added 565.73%	84,208 $6.12 Million
Q1 2021 May 10, 2021	SELL	$61.43 - $67.25 $4.43 Million - $4.85 Million	-72,071 Reduced 85.07%	12,649 $823,000
Q1 2021 May 10, 2021	SELL	$61.43 - $67.25 $88,029 - $96,369	-1,433 Reduced 1.66%	84,720 $5.52 Million
Q4 2020 May 10, 2021	BUY	$56.17 - $63.82 $4.84 Million - $5.5 Million	86,153 New	86,153 $5.5 Million

Others Institutions Holding IVW

# of Institutions

1,984

Shares Held

429M

Call Options Held

287K

Put Options Held

96.1K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Guardian Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History