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

Instrumental Wealth, LLC

  • $230 Billion
  • Q1 2024

A detailed history of Instrumental Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Instrumental Wealth, LLC holds 135,168 shares of IVW stock, worth $13 Million. This represents 5.19% of its overall portfolio holdings.

Number of Shares
135,168
Previous 153,493 11.94%
Holding current value
$13 Million
Previous $12 Billion 1.01%
% of portfolio
5.19%
Previous 13.0%

Shares

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

May 29, 2024
SELL
$72.87 - $85.14 $1.34 Million - $1.56 Million
-18,325 Reduced 11.94%
135,168 $11.9 Billion
Q4 2023

Jan 25, 2024
SELL
$65.78 - $75.4 $100,577 - $115,286
-1,529 Reduced 0.99%
153,493 $12 Billion
Q3 2023

Oct 18, 2023
SELL
$68.05 - $72.66 $678,866 - $724,856
-9,976 Reduced 6.05%
155,022 $10.9 Billion
Q2 2023

Jul 13, 2023
BUY
$63.21 - $70.48 $192,474 - $214,611
3,045 Added 1.88%
164,998 $11.6 Billion
Q1 2023

May 04, 2023
BUY
$57.25 - $63.89 $9.27 Million - $10.3 Million
161,953 New
161,953 $10.3 Billion

Others Institutions Holding IVW

# of Institutions
1,679
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
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