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 7,037 shares of IVW stock, worth $723,122. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,037
Previous 7,037 -0.0%
Holding current value
$723,122
Previous $651,000 3.38%
% of portfolio
0.09%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$79.31 - $93.31 $3,727 - $4,385
47 Added 0.67%
7,037 $651,000
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

About ISHARES S&P 500 GROWTH ETF


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

Track Hcr Wealth Advisors Portfolio

Follow Hcr Wealth Advisors 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 Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.