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

Heritage Wealth Advisors

$2.16 Billion
Q2 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 59,762 shares of IVW stock, worth $5.69 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

59,762

Previous 60,141 0.63%

Holding current value

$5.69 Million

Previous $5.08 Million 8.9%

% of portfolio

0.26%

Previous 0.19%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$79.31 - $93.31 $30,058 - $35,364	-379 Reduced 0.63%	59,762 $5.53 Million
Q1 2024 May 08, 2024	SELL	$72.87 - $85.14 $7,651 - $8,939	-105 Reduced 0.17%	60,141 $5.08 Million
Q3 2023 Nov 08, 2023	SELL	$68.05 - $72.66 $16,468 - $17,583	-242 Reduced 0.4%	60,246 $4.12 Million
Q2 2023 Aug 09, 2023	SELL	$63.21 - $70.48 $8,027 - $8,950	-127 Reduced 0.21%	60,488 $4.26 Million
Q1 2023 May 04, 2023	SELL	$57.25 - $63.89 $126,121 - $140,749	-2,203 Reduced 3.51%	60,615 $3.87 Million
Q4 2022 Feb 06, 2023	SELL	$56.73 - $63.56 $567,300 - $635,600	-10,000 Reduced 13.73%	62,818 $3.67 Million
Q3 2022 Nov 10, 2022	SELL	$57.85 - $71.43 $11,570 - $14,286	-200 Reduced 0.27%	72,818 $4.21 Million
Q2 2022 Aug 04, 2022	BUY	$58.13 - $77.8 $277,687 - $371,650	4,777 Added 7.0%	73,018 $4.41 Million
Q1 2022 May 11, 2022	BUY	$68.33 - $84.32 $4.66 Million - $5.75 Million	68,221 Added 341105.0%	68,241 $5.21 Million
Q2 2021 Aug 09, 2021	BUY	$65.96 - $72.81 $1,319 - $1,456	20 New	20 $1,000

Others Institutions Holding IVW

# of Institutions

1,758

Shares Held

430M

Call Options Held

281K

Put Options Held

217K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Account

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