A detailed history of Keebeck Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 134,446 shares of IVW stock, worth $14.1 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares
134,446
Previous 139,587 3.68%
Holding current value
$14.1 Million
Previous $12.9 Million 0.34%
% of portfolio
1.93%
Previous 1.93%

Shares

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

Nov 14, 2024

SELL
$84.77 - $97.13 $435,802 - $499,345
-5,141 Reduced 3.68%
134,446 $12.9 Million
Q2 2024

Aug 14, 2024

BUY
$79.31 - $93.31 $3.07 Million - $3.61 Million
38,654 Added 38.3%
139,587 $12.9 Million
Q1 2024

May 14, 2024

BUY
$72.87 - $85.14 $2.99 Million - $3.49 Million
41,050 Added 68.55%
100,933 $8.52 Million
Q4 2023

Feb 14, 2024

BUY
$65.78 - $75.4 $1.06 Million - $1.22 Million
16,120 Added 36.83%
59,883 $4.5 Million
Q3 2023

Nov 14, 2023

BUY
$68.05 - $72.66 $2.64 Million - $2.82 Million
38,757 Added 774.21%
43,763 $2.99 Million
Q2 2023

Aug 14, 2023

BUY
$63.21 - $70.48 $316,429 - $352,822
5,006 New
5,006 $352,000
Q3 2022

Nov 14, 2022

BUY
$57.85 - $71.43 $253,383 - $312,863
4,380 Added 99.48%
8,783 $508,000
Q2 2022

Aug 15, 2022

BUY
$58.13 - $77.8 $255,946 - $342,553
4,403 New
4,403 $266,000
Q3 2021

Nov 16, 2021

SELL
$72.99 - $79.0 $245,611 - $265,835
-3,365 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
$65.96 - $72.81 $221,955 - $245,005
3,365 New
3,365 $245,000
Q3 2020

Nov 02, 2020

SELL
$52.42 - $62.43 $3,983 - $4,744
-76 Closed
0 $0
Q2 2020

Aug 06, 2020

BUY
$39.5 - $52.48 $3,002 - $3,988
76 New
76 $15,000
Q1 2020

May 14, 2020

SELL
$36.14 - $52.65 $2,746 - $4,001
-76 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$43.72 - $48.62 $3,322 - $3,695
76 New
76 $14,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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