Herold Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History

Herold Advisors, Inc.

$449 Million
Q3 2024

A detailed history of Herold Advisors, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Herold Advisors, Inc. holds 8,042 shares of IVW stock, worth $826,395. This represents 0.17% of its overall portfolio holdings.

Number of Shares

8,042

Previous 5,364 49.93%

Holding current value

$826,395

Previous $496,000 55.24%

% of portfolio

0.17%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$84.77 - $97.13 $227,014 - $260,114	2,678 Added 49.93%	8,042 $770,000
Q2 2024 Jul 24, 2024	BUY	$79.31 - $93.31 $27,599 - $32,471	348 Added 6.94%	5,364 $496,000
Q1 2024 May 10, 2024	BUY	$72.87 - $85.14 $365,515 - $427,062	5,016 New	5,016 $423,000
Q2 2022 Jul 15, 2022	SELL	$58.13 - $77.8 $11,626 - $15,560	-200 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$68.33 - $84.32 $13,666 - $16,864	200 New	200 $15,000
Q4 2021 Jan 20, 2022	SELL	$73.18 - $84.81 $14,636 - $16,962	-200 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$72.99 - $79.0 $14,597 - $15,800	200 New	200 $14,000

Others Institutions Holding IVW

# of Institutions

1,824

Shares Held

417M

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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Herold Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History