Independent Wealth Network Inc. Ishares S&P 500 Growth ETF Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 3,256 shares of IVW stock, worth $325,339. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,256

Previous 3,296 1.21%

Holding current value

$325,339

Previous $305,000 1.97%

% of portfolio

0.14%

Previous 0.15%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$84.77 - $97.13 $3,390 - $3,885	-40 Reduced 1.21%	3,256 $311,000
Q2 2024 Jul 18, 2024	SELL	$79.31 - $93.31 $1,506 - $1,772	-19 Reduced 0.57%	3,296 $305,000
Q1 2024 May 20, 2024	BUY	$72.87 - $85.14 $241,564 - $282,239	3,315 New	3,315 $279,000
Q4 2023 Jan 12, 2024	BUY	$65.78 - $75.4 $2,696 - $3,091	41 Added 1.25%	3,313 $248,000
Q3 2023 Oct 11, 2023	BUY	$68.05 - $72.66 $2,381 - $2,543	35 Added 1.08%	3,272 $223,000
Q2 2023 Jul 12, 2023	BUY	$63.21 - $70.48 $2,654 - $2,960	42 Added 1.31%	3,237 $228,000
Q1 2023 Apr 18, 2023	BUY	$57.25 - $63.89 $182,913 - $204,128	3,195 New	3,195 $204,000
Q2 2022 Jul 26, 2022	SELL	$58.13 - $77.8 $292,800 - $391,878	-5,037 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$68.33 - $84.32 $62,795 - $77,490	919 Added 22.32%	5,037 $385,000
Q4 2021 Feb 10, 2022	SELL	$73.18 - $84.81 $983,905 - $1.14 Million	-13,445 Reduced 76.55%	4,118 $345,000
Q3 2021 Nov 04, 2021	BUY	$72.99 - $79.0 $1.28 Million - $1.39 Million	17,563 New	17,563 $1.43 Million

Others Institutions Holding IVW

# of Institutions

1,818

Shares Held

417M

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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Independent Wealth Network Inc. Ishares S&P 500 Growth ETF Transaction History