Hcr Wealth Advisors Ishares S&P 500 Growth ETF Transaction History

Hcr Wealth Advisors

  • $658 Million
  • Q1 2024

A detailed history of Hcr Wealth Advisors transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Hcr Wealth Advisors holds 6,990 shares of IVW stock, worth $657,199. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,990
Previous 6,982 0.11%
Holding current value
$657,199
Previous $524,000 12.6%
% of portfolio
0.09%
Previous 0.08%

Shares

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

May 10, 2024
BUY
$72.87 - $85.14 $582 - $681
8 Added 0.11%
6,990 $590,000
Q4 2023

Feb 09, 2024
BUY
$65.78 - $75.4 $64,332 - $73,741
978 Added 16.29%
6,982 $524,000
Q2 2023

Aug 09, 2023
BUY
$63.21 - $70.48 $6,321 - $7,048
100 Added 1.69%
6,004 $423,000
Q2 2021

Jul 21, 2021
SELL
$65.96 - $72.81 $13,719 - $15,144
-208 Reduced 3.4%
5,904 $429,000
Q1 2021

May 13, 2021
BUY
$61.43 - $67.25 $375,460 - $411,032
6,112 New
6,112 $398,000

Others Institutions Holding IVW

# of Institutions
1,677
Shares Held
384M
Call Options Held
379K
Put Options Held
363K
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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