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 179,074 shares of IVW stock, worth $16.6 Million. This represents 3.16% of its overall portfolio holdings.

Number of Shares
179,074
Previous 81,193 120.55%
Holding current value
$16.6 Million
Previous $6.1 Million 148.01%
% of portfolio
3.16%
Previous 1.35%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$56.99 - $63.56 $227 - $254
4 Added 0.08%
4,805 $0
Q3 2022

Oct 24, 2022

BUY
$59.8 - $71.43 $179 - $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

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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