Icon Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Icon Wealth Advisors, LLC

  • $1.07 Billion
  • Q1 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 266,242 shares of IVW stock, worth $24.6 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares
266,242
Previous 116,756 128.03%
Holding current value
$24.6 Million
Previous $8.77 Million 156.4%
% of portfolio
2.11%
Previous 0.92%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$72.87 - $85.14 $10.9 Million - $12.7 Million
149,486 Added 128.03%
266,242 $22.5 Million
Q4 2023

Feb 14, 2024
BUY
$65.78 - $75.4 $7.28 Million - $8.35 Million
110,697 Added 1826.98%
116,756 $8.77 Million
Q3 2022

Jan 25, 2023
BUY
$59.8 - $71.43 $362,328 - $432,794
6,059 New
6,059 $351,000

Others Institutions Holding IVW

# of Institutions
1,675
Shares Held
384M
Call Options Held
379K
Put Options Held
363K
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 Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, 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 Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email