Higgins & Schmidt Wealth Strategies LLC Ishares S&P 500 Growth ETF Transaction History

Higgins & Schmidt Wealth Strategies LLC

  • $160 Billion
  • Q4 2024

A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 75,299 shares of IVW stock, worth $6.97 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares
75,299
Previous 82,139 8.33%
Holding current value
$6.97 Million
Previous $7.86 Billion 2.79%
% of portfolio
4.77%
Previous 5.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 25, 2025
SELL
$94.43 - $105.47 $645,901 - $721,414
-6,840 Reduced 8.33%
75,299 $7.65 Billion
Q3 2024

Mar 25, 2025
SELL
$84.77 - $97.13 $332,128 - $380,555
-3,918 Reduced 4.55%
82,139 $7.86 Billion
Q2 2024

Mar 25, 2025
SELL
$79.31 - $93.31 $84,861 - $99,841
-1,070 Reduced 1.23%
86,057 $7.96 Billion
Q1 2024

Mar 25, 2025
SELL
$72.87 - $85.14 $92,544 - $108,127
-1,270 Reduced 1.44%
87,127 $7.36 Billion
Q4 2023

Mar 25, 2025
BUY
$65.78 - $75.4 $5.81 Million - $6.67 Million
88,397 New
88,397 $6.64 Billion

Others Institutions Holding IVW

# of Institutions
2,014
Shares Held
426M
Call Options Held
183K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Higgins & Schmidt Wealth Strategies LLC Portfolio

Follow Higgins & Schmidt Wealth Strategies LLC 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 Higgins & Schmidt Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Higgins & Schmidt Wealth Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email