Horst & Graben Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History

Horst & Graben Wealth Management LLC

  • $536 Million
  • Q3 2024

A detailed history of Horst & Graben Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 301,889 shares of IVW stock, worth $31 Million. This represents 5.39% of its overall portfolio holdings.

Number of Shares
301,889
Previous 292,727 3.13%
Holding current value
$31 Million
Previous $27.1 Million 6.71%
% of portfolio
5.39%
Previous 5.33%

Shares

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

Oct 21, 2024
BUY
$84.77 - $97.13 $776,662 - $889,905
9,162 Added 3.13%
301,889 $28.9 Million
Q2 2024

Jul 23, 2024
BUY
$79.31 - $93.31 $9.01 Million - $10.6 Million
113,653 Added 63.47%
292,727 $27.1 Million
Q1 2024

Apr 22, 2024
BUY
$72.87 - $85.14 $7.13 Million - $8.33 Million
97,881 Added 120.55%
179,074 $15.1 Million
Q4 2023

Jan 29, 2024
BUY
$65.78 - $75.4 $444,935 - $510,005
6,764 Added 9.09%
81,193 $6.1 Million
Q3 2023

Oct 24, 2023
BUY
$68.05 - $72.66 $4.74 Million - $5.06 Million
69,616 Added 1446.42%
74,429 $5.09 Million
Q2 2023

Jul 25, 2023
BUY
$63.21 - $70.48 $252 - $281
4 Added 0.08%
4,813 $339,000
Q1 2023

Apr 28, 2023
BUY
$57.25 - $63.89 $229 - $255
4 Added 0.08%
4,809 $307,000
Q4 2022

Jan 24, 2023
BUY
$56.73 - $63.56 $226 - $254
4 Added 0.08%
4,805 $0
Q3 2022

Oct 24, 2022
BUY
$57.85 - $71.43 $173 - $214
3 Added 0.06%
4,801 $278,000
Q2 2022

Aug 01, 2022
BUY
$58.13 - $77.8 $174 - $233
3 Added 0.06%
4,798 $290,000
Q1 2022

Apr 27, 2022
BUY
$68.33 - $84.32 $327,642 - $404,314
4,795 New
4,795 $366,000

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

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

Track Horst & Graben Wealth Management LLC Portfolio

Follow Horst & Graben Wealth Management 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 Horst & Graben Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horst & Graben Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email