Institute For Wealth Management, Llc. Ishares S&P 500 Growth ETF Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 27,094 shares of IVW stock, worth $2.78 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

27,094

Previous 26,300 3.02%

Holding current value

$2.78 Million

Previous $2.43 Million 6.62%

% of portfolio

0.33%

Previous 0.33%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$84.77 - $97.13 $67,307 - $77,121	794 Added 3.02%	27,094 $2.59 Million
Q2 2024 Jul 25, 2024	SELL	$79.31 - $93.31 $157,588 - $185,406	-1,987 Reduced 7.02%	26,300 $2.43 Million
Q1 2024 Apr 30, 2024	SELL	$72.87 - $85.14 $92,544 - $108,127	-1,270 Reduced 4.3%	28,287 $2.39 Million
Q4 2023 Jan 31, 2024	BUY	$65.78 - $75.4 $195,037 - $223,561	2,965 Added 11.15%	29,557 $2.22 Million
Q3 2023 Oct 13, 2023	BUY	$68.05 - $72.66 $185,436 - $197,998	2,725 Added 11.42%	26,592 $1.82 Million
Q2 2023 Jul 25, 2023	SELL	$63.21 - $70.48 $120,541 - $134,405	-1,907 Reduced 7.4%	23,867 $1.68 Million
Q1 2023 Apr 20, 2023	SELL	$57.25 - $63.89 $44,998 - $50,217	-786 Reduced 2.96%	25,774 $1.65 Million
Q4 2022 Feb 02, 2023	SELL	$56.73 - $63.56 $122,706 - $137,480	-2,163 Reduced 7.53%	26,560 $1.55 Million
Q3 2022 Oct 18, 2022	SELL	$57.85 - $71.43 $25,569 - $31,572	-442 Reduced 1.52%	28,723 $1.66 Million
Q2 2022 Jul 25, 2022	BUY	$58.13 - $77.8 $76,208 - $101,995	1,311 Added 4.71%	29,165 $1.76 Million
Q1 2022 Apr 29, 2022	SELL	$68.33 - $84.32 $68,398 - $84,404	-1,001 Reduced 3.47%	27,854 $2.13 Million
Q4 2021 Jan 21, 2022	BUY	$73.18 - $84.81 $181,266 - $210,074	2,477 Added 9.39%	28,855 $2.41 Million
Q3 2021 Nov 15, 2021	SELL	$72.99 - $79.0 $223,714 - $242,135	-3,065 Reduced 10.41%	26,378 $1.95 Million
Q2 2021 Jul 21, 2021	SELL	$65.96 - $72.81 $25,130 - $27,740	-381 Reduced 1.28%	29,443 $2.14 Million
Q1 2021 May 04, 2021	BUY	$61.43 - $67.25 $33,663 - $36,853	548 Added 1.87%	29,824 $1.94 Million
Q4 2020 Feb 01, 2021	BUY	$56.17 - $63.82 $1.21 Million - $1.38 Million	21,552 Added 279.03%	29,276 $1.87 Million
Q3 2020 Nov 03, 2020	BUY	$52.42 - $62.43 $8,963 - $10,675	171 Added 2.26%	7,724 $1.79 Million
Q2 2020 Jul 30, 2020	BUY	$39.5 - $52.48 $298,343 - $396,381	7,553 New	7,553 $1.57 Million
Q1 2020 Apr 29, 2020	SELL	$36.14 - $52.65 $49,222 - $71,709	-1,362 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$43.72 - $48.62 $48,004 - $53,384	1,098 Added 415.91%	1,362 $264,000
Q4 2019 Jan 27, 2020	SELL	$43.72 - $48.62 $556,249 - $618,592	-12,723 Reduced 97.97%	264 $264,000
Q3 2019 Oct 28, 2019	BUY	$43.49 - $46.27 $564,804 - $600,908	12,987 New	12,987 $2.34 Million
Q3 2018 Oct 29, 2018	SELL	$40.58 - $44.29 $625,175 - $682,331	-15,406 Closed	0 $0
Q2 2018 Aug 10, 2018	SELL	$37.83 - $42.01 $21,714 - $24,113	-574 Reduced 3.59%	15,406 $2.51 Million
Q1 2018 May 15, 2018	BUY	$37.4 - $41.49 $278,891 - $309,390	7,457 Added 87.49%	15,980 $2.5 Million
Q4 2017 Feb 12, 2018	SELL	$35.95 - $38.73 $268,258 - $289,003	-7,462 Reduced 46.68%	8,523 $1.31 Million
Q3 2017 Nov 14, 2017	BUY	$35.46 - $35.85 $184,321 - $186,348	5,198 Added 48.19%	15,985 $2.29 Million
Q2 2017 Aug 14, 2017	BUY	N/A	10,787	10,787 $1.48 Million

Others Institutions Holding IVW

# of Institutions

1,824

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
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Industry ETFs

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Institute For Wealth Management, Llc. Ishares S&P 500 Growth ETF Transaction History