Hardy Reed LLC Ishares S&P 500 Growth ETF Transaction History

Hardy Reed LLC

$987 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	SELL	$57.25 - $63.89 $57,078 - $63,698	-997 Reduced 8.65%	10,523 $672,000
Q4 2022 Feb 07, 2023	BUY	$56.73 - $63.56 $653,529 - $732,211	11,520 New	11,520 $673,000
Q1 2022 Apr 28, 2022	SELL	$68.33 - $84.32 $787,161 - $971,366	-11,520 Closed	0 $0
Q4 2021 Feb 10, 2022	SELL	$73.18 - $84.81 $261,325 - $302,856	-3,571 Reduced 23.66%	11,520 $964,000
Q1 2021 Apr 26, 2021	BUY	$61.43 - $67.25 $17,384 - $19,031	283 Added 1.91%	15,091 $983,000
Q4 2020 Jan 25, 2021	BUY	$56.17 - $63.82 $623,824 - $708,784	11,106 Added 300.0%	14,808 $945,000
Q3 2020 Oct 26, 2020	BUY	$52.42 - $62.43 $194,058 - $231,115	3,702 New	3,702 $855,000

Others Institutions Holding IVW

# of Institutions

1,765

Shares Held

428M

Call Options Held

281K

Put Options Held

217K

Envestnet Asset Management Inc

49M
Shares

$4.78 Billion
1.61% of portfolio
Jpmorgan Chase & CO New York, NY

47.7M
Shares

$4.65 Billion
0.39% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$3.25 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$1.87 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

15.5M
Shares

$1.51 Billion
0.35% of portfolio

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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