Institutional & Family Asset Management, LLC Ishares S&P 500 Growth ETF Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

A detailed history of Institutional & Family Asset Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 193 shares of IVW stock, worth $20,234. This represents 0.0% of its overall portfolio holdings.

Number of Shares

193

Previous 300 35.67%

Holding current value

$20,234

Previous $25,000 32.0%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 05, 2024	SELL	$79.31 - $93.31 $8,486 - $9,984	-107 Reduced 35.67%	193 $17,000
Q1 2022 May 11, 2022	SELL	$68.33 - $84.32 $268,605 - $331,461	-3,931 Reduced 92.91%	300 $23,000
Q3 2021 Nov 10, 2021	SELL	$72.99 - $79.0 $378,161 - $409,299	-5,181 Reduced 55.05%	4,231 $313,000
Q2 2021 Aug 10, 2021	SELL	$65.96 - $72.81 $16,094 - $17,765	-244 Reduced 2.53%	9,412 $685,000
Q1 2021 May 06, 2021	SELL	$61.43 - $67.25 $393,827 - $431,139	-6,411 Reduced 39.9%	9,656 $629,000
Q4 2020 Feb 03, 2021	BUY	$56.17 - $63.82 $616,971 - $700,998	10,984 Added 216.09%	16,067 $1.03 Million
Q3 2020 Oct 30, 2020	SELL	$52.42 - $62.43 $3.24 Million - $3.86 Million	-61,901 Reduced 92.41%	5,083 $1.18 Million
Q2 2020 Aug 14, 2020	BUY	$39.5 - $52.48 $1,224 - $1,626	31 Added 0.05%	66,984 $13.9 Million
Q1 2020 May 14, 2020	SELL	$36.14 - $52.65 $1,807 - $2,632	-50 Reduced 0.07%	66,953 $11.1 Million
Q4 2019 Feb 14, 2020	SELL	$43.72 - $48.62 $33,795 - $37,583	-773 Reduced 1.14%	67,003 $13 Million
Q3 2019 Nov 14, 2019	SELL	$43.49 - $46.27 $59,363 - $63,158	-1,365 Reduced 1.97%	67,776 $12.2 Million
Q2 2019 Aug 14, 2019	SELL	$41.95 - $45.26 $713 - $769	-17 Reduced 0.02%	69,141 $12.4 Million
Q1 2019 May 13, 2019	SELL	$36.63 - $43.33 $3,186 - $3,769	-87 Reduced 0.13%	69,158 $11.9 Million
Q4 2018 Feb 14, 2019	BUY	$35.15 - $44.43 $117,611 - $148,662	3,346 Added 5.08%	69,245 $10.4 Million
Q3 2018 Nov 13, 2018	BUY	$40.58 - $44.29 $49,669 - $54,210	1,224 Added 1.89%	65,899 $11.7 Million
Q1 2018 May 14, 2018	BUY	$37.4 - $41.49 $3,627 - $4,024	97 Added 0.15%	64,675 $10 Million
Q3 2017 Nov 14, 2017	BUY	$35.46 - $35.85 $2.29 Million - $2.32 Million	64,578	64,578 $9.26 Million

Others Institutions Holding IVW

# of Institutions

1,863

Shares Held

416M

Call Options Held

355K

Put Options Held

483K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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Institutional & Family Asset Management, LLC Ishares S&P 500 Growth ETF Transaction History