A detailed history of Joel Isaacson & Co., LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 17,711 shares of IVW stock, worth $1.73 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
17,711
Previous 18,384 3.66%
Holding current value
$1.73 Million
Previous $1.55 Million 5.54%
% of portfolio
0.09%
Previous 0.09%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$79.31 - $93.31 $53,375 - $62,797
-673 Reduced 3.66%
17,711 $1.64 Million
Q1 2024

Apr 29, 2024

BUY
$72.87 - $85.14 $332,141 - $388,068
4,558 Added 32.97%
18,384 $1.55 Million
Q4 2023

Jan 24, 2024

BUY
$65.78 - $75.4 $175,106 - $200,714
2,662 Added 23.84%
13,826 $1.04 Million
Q3 2023

Oct 23, 2023

SELL
$68.05 - $72.66 $9,322 - $9,954
-137 Reduced 1.21%
11,164 $763,000
Q2 2023

Jul 26, 2023

BUY
$63.21 - $70.48 $45,637 - $50,886
722 Added 6.82%
11,301 $796,000
Q1 2023

Apr 24, 2023

BUY
$57.25 - $63.89 $572 - $638
10 Added 0.09%
10,579 $675,000
Q4 2022

Jan 27, 2023

SELL
$56.73 - $63.56 $5,048 - $5,656
-89 Reduced 0.84%
10,569 $0
Q3 2022

Oct 13, 2022

BUY
$57.85 - $71.43 $65,023 - $80,287
1,124 Added 11.79%
10,658 $617,000
Q2 2022

Jul 15, 2022

BUY
$58.13 - $77.8 $348 - $466
6 Added 0.06%
9,534 $575,000
Q1 2022

Apr 21, 2022

SELL
$68.33 - $84.32 $3,826 - $4,721
-56 Reduced 0.58%
9,528 $685,000
Q4 2021

Jan 19, 2022

BUY
$73.18 - $84.81 $585 - $678
8 Added 0.08%
9,584 $802,000
Q3 2021

Oct 21, 2021

BUY
$72.99 - $79.0 $18,466 - $19,987
253 Added 2.71%
9,576 $708,000
Q2 2021

Jul 20, 2021

BUY
$65.96 - $72.81 $527 - $582
8 Added 0.09%
9,323 $678,000
Q4 2020

Jan 22, 2021

BUY
$56.17 - $63.82 $392,515 - $445,974
6,988 Added 300.3%
9,315 $594,000
Q3 2020

Oct 14, 2020

BUY
$52.42 - $62.43 $15,568 - $18,541
297 Added 14.63%
2,327 $538,000
Q2 2020

Jul 21, 2020

BUY
$39.5 - $52.48 $79 - $104
2 Added 0.1%
2,030 $421,000
Q1 2020

Apr 21, 2020

SELL
$36.14 - $52.65 $20,780 - $30,273
-575 Reduced 22.09%
2,028 $335,000
Q4 2019

Jan 24, 2020

BUY
$43.72 - $48.62 $174 - $194
4 Added 0.15%
2,603 $504,000
Q3 2019

Oct 15, 2019

BUY
$43.49 - $46.27 $113,030 - $120,255
2,599 New
2,599 $468,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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