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

Heritage Wealth Advisors

$2.06 Billion
Q3 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 59,732 shares of IVW stock, worth $5.94 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

59,732

Previous 59,762 0.05%

Holding current value

$5.94 Million

Previous $5.53 Million 3.42%

% of portfolio

0.28%

Previous 0.26%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$84.77 - $97.13 $2,543 - $2,913	-30 Reduced 0.05%	59,732 $5.72 Million
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

1,816

Shares Held

414M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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