A detailed history of Hoxton Planning & Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 57,559 shares of IVW stock, worth $5.91 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
57,559
Previous 60,026 4.11%
Holding current value
$5.91 Million
Previous $5.55 Million 0.77%
% of portfolio
2.15%
Previous 2.6%

Shares

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

Oct 08, 2024

SELL
$84.77 - $97.13 $209,127 - $239,619
-2,467 Reduced 4.11%
57,559 $5.51 Million
Q2 2024

Jul 18, 2024

BUY
$79.31 - $93.31 $1.76 Million - $2.06 Million
22,130 Added 58.4%
60,026 $5.55 Million
Q1 2024

Apr 12, 2024

BUY
$72.87 - $85.14 $1.7 Million - $1.99 Million
23,369 Added 160.87%
37,896 $3.2 Million
Q4 2023

Jan 30, 2024

BUY
$65.78 - $75.4 $39,468 - $45,240
600 Added 4.31%
14,527 $1.09 Million
Q3 2023

Oct 26, 2023

BUY
$68.05 - $72.66 $947,732 - $1.01 Million
13,927 New
13,927 $953,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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