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

Intergy Private Wealth, LLC

  • $260 Million
  • Q3 2024

A detailed history of Intergy Private Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 7,052 shares of IVW stock, worth $716,976. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,052
Previous 7,052 -0.0%
Holding current value
$716,976
Previous $652,000 3.53%
% of portfolio
0.26%
Previous 0.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 11, 2023
BUY
$63.21 - $70.48 $94,815 - $105,720
1,500 Added 27.02%
7,052 $497,000
Q4 2022

Jan 18, 2023
BUY
$56.73 - $63.56 $314,964 - $352,885
5,552 New
5,552 $0

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

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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