A detailed history of Johnson Midwest Financial, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Johnson Midwest Financial, LLC holds 52,113 shares of IVW stock, worth $4.7 Million. This represents 8.09% of its overall portfolio holdings.

Number of Shares
52,113
Previous 210,085 75.19%
Holding current value
$4.7 Million
Previous $14.8 Million 75.92%
% of portfolio
8.09%
Previous 13.21%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023

SELL
$68.05 - $72.66 $10.7 Million - $11.5 Million
-157,972 Reduced 75.19%
52,113 $3.57 Million
Q2 2023

Jul 20, 2023

SELL
$63.21 - $70.48 $2.12 Million - $2.36 Million
-33,501 Reduced 13.75%
210,085 $14.8 Million
Q1 2023

Apr 18, 2023

BUY
$57.25 - $63.89 $13.9 Million - $15.6 Million
243,586 New
243,586 $15.6 Million
Q1 2022

Apr 13, 2022

SELL
$68.33 - $84.32 $17.5 Million - $21.6 Million
-256,565 Closed
0 $0
Q4 2021

Jan 26, 2022

SELL
$73.18 - $84.81 $708,236 - $820,791
-9,678 Reduced 3.64%
256,565 $21.5 Million
Q3 2021

Oct 08, 2021

BUY
$72.99 - $79.0 $19.4 Million - $21 Million
266,243 New
266,243 $19.7 Million
Q1 2021

Apr 14, 2021

SELL
$61.43 - $67.25 $12.9 Million - $14.1 Million
-209,213 Closed
0 $0
Q4 2020

Jan 20, 2021

BUY
$56.17 - $63.82 $11.8 Million - $13.4 Million
209,213 New
209,213 $13.4 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Johnson Midwest Financial, LLC Portfolio

Follow Johnson Midwest Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Johnson Midwest Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Johnson Midwest Financial, LLC with notifications on news.