Journey Strategic Wealth LLC Ishares S&P 500 Growth ETF Transaction History

Journey Strategic Wealth LLC

  • $2.71 Billion
  • Q3 2024

A detailed history of Journey Strategic Wealth LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 8,215 shares of IVW stock, worth $817,474. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,215
Previous 6,364 29.09%
Holding current value
$817,474
Previous $588,000 33.67%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$84.77 - $97.13 $156,909 - $179,787
1,851 Added 29.09%
8,215 $786,000
Q2 2024

Aug 14, 2024
BUY
$79.31 - $93.31 $634 - $746
8 Added 0.13%
6,364 $588,000
Q1 2024

May 13, 2024
BUY
$72.87 - $85.14 $463,161 - $541,149
6,356 New
6,356 $536,000
Q2 2022

Aug 15, 2022
BUY
$58.13 - $77.8 $255,772 - $342,320
4,400 New
4,400 $266,000
Q1 2022

May 16, 2022
SELL
$68.33 - $84.32 $300,652 - $371,007
-4,400 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$73.18 - $84.81 $321,992 - $373,164
4,400 New
4,400 $368,000

Others Institutions Holding IVW

# of Institutions
1,816
Shares Held
414M
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
Track This Portfolio

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth 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 Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email