Heritage Financial Services, LLC Ishares S&P 500 Growth ETF Transaction History

Heritage Financial Services, LLC

  • $732 Million
  • Q3 2024

A detailed history of Heritage Financial Services, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 20,036 shares of IVW stock, worth $1.99 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
20,036
Previous 20,164 0.63%
Holding current value
$1.99 Million
Previous $1.87 Million 2.84%
% of portfolio
0.26%
Previous 0.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$84.77 - $97.13 $10,850 - $12,432
-128 Reduced 0.63%
20,036 $1.92 Million
Q1 2024

May 14, 2024
BUY
$72.87 - $85.14 $517,231 - $604,323
7,098 Added 54.32%
20,164 $1.7 Million
Q4 2023

Feb 02, 2024
BUY
$65.78 - $75.4 $292,721 - $335,530
4,450 Added 51.65%
13,066 $981,000
Q3 2022

Nov 03, 2022
SELL
$57.85 - $71.43 $347 - $428
-6 Reduced 0.07%
8,616 $498,000
Q2 2022

Jul 19, 2022
BUY
$58.13 - $77.8 $348 - $466
6 Added 0.07%
8,622 $520,000
Q4 2021

Aug 26, 2022
BUY
$73.18 - $84.81 $630,518 - $730,722
8,616 New
8,616 $720,000

Others Institutions Holding IVW

# of Institutions
1,816
Shares Held
414M
Call Options Held
355K
Put Options Held
454K
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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