Interactive Financial Advisors Ishares S&P 500 Growth ETF Transaction History

Interactive Financial Advisors

$176 Million
Q2 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 08, 2023	SELL	$56.73 - $63.56 $1,815 - $2,033	-32 Reduced 1.46%	2,158 $126,000
Q3 2022 Nov 14, 2022	SELL	$57.85 - $71.43 $2,661 - $3,285	-46 Reduced 2.06%	2,190 $127,000
Q2 2022 Aug 10, 2022	SELL	$58.13 - $77.8 $2,790 - $3,734	-48 Reduced 2.1%	2,236 $135,000
Q4 2021 Feb 11, 2022	SELL	$73.18 - $84.81 $3,366 - $3,901	-46 Reduced 1.97%	2,284 $191,000
Q3 2021 Nov 09, 2021	SELL	$72.99 - $79.0 $2,262 - $2,449	-31 Reduced 1.31%	2,330 $172,000
Q2 2021 Jul 30, 2021	SELL	$65.96 - $72.81 $3,561 - $3,931	-54 Reduced 2.24%	2,361 $172,000
Q1 2021 May 11, 2021	SELL	$61.43 - $67.25 $61 - $67	-1 Reduced 0.04%	2,415 $157,000
Q4 2020 Jan 21, 2021	BUY	$56.17 - $63.82 $100,993 - $114,748	1,798 Added 290.94%	2,416 $154,000
Q3 2020 Oct 29, 2020	SELL	$52.42 - $62.43 $8,125 - $9,676	-155 Reduced 20.05%	618 $143,000
Q2 2020 Jul 27, 2020	SELL	$39.5 - $52.48 $158 - $209	-4 Reduced 0.51%	773 $160,000
Q4 2019 Jan 27, 2020	SELL	$43.72 - $48.62 $655 - $729	-15 Reduced 1.89%	777 $150,000
Q2 2019 Jul 17, 2019	SELL	$41.95 - $45.26 $293 - $316	-7 Reduced 0.88%	792 $142,000
Q1 2019 May 06, 2019	SELL	$36.63 - $43.33 $1,941 - $2,296	-53 Reduced 6.22%	799 $138,000
Q4 2018 Feb 05, 2019	SELL	$35.15 - $44.43 $246 - $311	-7 Reduced 0.81%	852 $128,000
Q3 2018 Nov 15, 2018	SELL	$40.58 - $44.29 $162 - $177	-4 Reduced 0.46%	859 $152,000
Q2 2018 Jul 19, 2018	SELL	$37.83 - $42.01 $832 - $924	-22 Reduced 2.49%	863 $140,000
Q1 2018 Apr 17, 2018	SELL	$37.4 - $41.49 $14,249 - $15,807	-381 Reduced 30.09%	885 $137,000
Q4 2017 Jan 22, 2018	SELL	$35.95 - $38.73 $6,147 - $6,622	-171 Reduced 11.9%	1,266 $193,000
Q3 2017 Oct 12, 2017	BUY	$35.46 - $35.85 $50,956 - $51,516	1,437	1,437 $206,000

Others Institutions Holding IVW

# of Institutions

1,765

Shares Held

428M

Call Options Held

281K

Put Options Held

217K

Envestnet Asset Management Inc

49M
Shares

$4.78 Billion
1.61% of portfolio
Jpmorgan Chase & CO New York, NY

47.7M
Shares

$4.65 Billion
0.39% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$3.25 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$1.87 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

15.5M
Shares

$1.51 Billion
0.35% of portfolio

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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