Howard Financial Services, Ltd. Ishares S&P 500 Growth ETF Transaction History

Howard Financial Services, Ltd.

$728 Million
Q4 2024

A detailed history of Howard Financial Services, Ltd. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 4,013 shares of IVW stock, worth $387,374. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,013

Previous 4,009 0.1%

Holding current value

$387,374

Previous $383,000 6.27%

% of portfolio

0.06%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$94.43 - $105.47 $377 - $421	4 Added 0.1%	4,013 $407,000
Q3 2024 Oct 08, 2024	BUY	$84.77 - $97.13 $423 - $485	5 Added 0.12%	4,009 $383,000
Q2 2024 Jul 12, 2024	BUY	$79.31 - $93.31 $158 - $186	2 Added 0.05%	4,004 $370,000
Q1 2024 Apr 16, 2024	SELL	$72.87 - $85.14 $18,217 - $21,285	-250 Reduced 5.88%	4,002 $337,000
Q4 2023 Jan 09, 2024	BUY	$65.78 - $75.4 $73,344 - $84,071	1,115 Added 35.54%	4,252 $319,000
Q2 2023 Jul 12, 2023	BUY	$63.21 - $70.48 $198,289 - $221,095	3,137 New	3,137 $221,000
Q2 2022 Jul 18, 2022	SELL	$58.13 - $77.8 $180,203 - $241,180	-3,100 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$68.33 - $84.32 $341 - $421	5 Added 0.16%	3,100 $237,000
Q4 2021 Jan 27, 2022	BUY	$73.18 - $84.81 $658 - $763	9 Added 0.29%	3,095 $259,000
Q3 2021 Nov 01, 2021	BUY	$72.99 - $79.0 $5,985 - $6,478	82 Added 2.73%	3,086 $228,000
Q2 2021 Aug 06, 2021	BUY	$65.96 - $72.81 $198,143 - $218,721	3,004 New	3,004 $219,000

Others Institutions Holding IVW

# of Institutions

2,008

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Howard Financial Services, Ltd. Ishares S&P 500 Growth ETF Transaction History