Hotaling Investment Management, LLC Ishares S&P 500 Growth ETF Transaction History

Hotaling Investment Management, LLC

$221 Million
Q4 2022

A detailed history of Hotaling Investment Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Hotaling Investment Management, LLC holds 16,328 shares of IVW stock, worth $1.6 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

16,328

Previous 16,328 -0.0%

Holding current value

$1.6 Million

Previous $945,000 1.06%

% of portfolio

0.43%

Previous 0.45%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 22, 2022	SELL	$68.33 - $84.32 $135,020 - $166,616	-1,976 Reduced 10.8%	16,328 $1.25 Million
Q2 2021 Aug 04, 2021	SELL	$65.96 - $72.81 $32,980 - $36,405	-500 Reduced 2.66%	18,304 $1.33 Million
Q1 2021 May 11, 2021	SELL	$61.43 - $67.25 $92,145 - $100,875	-1,500 Reduced 7.39%	18,804 $1.22 Million
Q4 2020 Jan 22, 2021	BUY	$56.17 - $63.82 $847,212 - $962,597	15,083 Added 288.89%	20,304 $1.3 Million
Q1 2020 Apr 08, 2020	SELL	$36.14 - $52.65 $25,298 - $36,855	-700 Reduced 11.82%	5,221 $862,000
Q2 2019 Aug 08, 2019	SELL	$41.95 - $45.26 $1,678 - $1,810	-40 Reduced 0.67%	5,921 $1.06 Million
Q1 2019 May 01, 2019	SELL	$36.63 - $43.33 $2,747 - $3,249	-75 Reduced 1.24%	5,961 $1.03 Million
Q4 2018 Jan 17, 2019	BUY	$35.15 - $44.43 $212,165 - $268,179	6,036 New	6,036 $909,000

Others Institutions Holding IVW

# of Institutions

1,816

Shares Held

415M

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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Hotaling Investment Management, LLC Ishares S&P 500 Growth ETF Transaction History