Kerntke Otto Mc Glone Wealth Management Group Ishares S&P 500 Growth ETF Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$118 Million
Q3 2024

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$56.73 - $63.56 $47,823 - $53,581	-843 Reduced 23.18%	2,793 $163,000
Q3 2022 Nov 14, 2022	SELL	$57.85 - $71.43 $1,099 - $1,357	-19 Reduced 0.52%	3,636 $210,000
Q2 2022 Aug 12, 2022	BUY	$58.13 - $77.8 $212,465 - $284,359	3,655 New	3,655 $221,000
Q1 2022 May 16, 2022	SELL	$68.33 - $84.32 $257,672 - $317,970	-3,771 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$73.18 - $84.81 $85,474 - $99,058	-1,168 Reduced 23.65%	3,771 $316,000
Q3 2021 Nov 09, 2021	SELL	$72.99 - $79.0 $2.55 Million - $2.76 Million	-34,939 Reduced 87.61%	4,939 $365,000
Q2 2021 Aug 04, 2021	SELL	$65.96 - $72.81 $230,266 - $254,179	-3,491 Reduced 8.05%	39,878 $2.9 Million
Q1 2021 May 14, 2021	SELL	$61.43 - $67.25 $273,363 - $299,262	-4,450 Reduced 9.31%	43,369 $2.82 Million
Q4 2020 Feb 12, 2021	BUY	$56.17 - $63.82 $1.98 Million - $2.25 Million	35,329 Added 282.86%	47,819 $3.05 Million
Q3 2020 Nov 12, 2020	SELL	$52.42 - $62.43 $18,242 - $21,725	-348 Reduced 2.71%	12,490 $2.89 Million
Q2 2020 Jul 31, 2020	SELL	$39.5 - $52.48 $31,442 - $41,774	-796 Reduced 5.84%	12,838 $2.66 Million
Q1 2020 Apr 27, 2020	SELL	$36.14 - $52.65 $54,679 - $79,659	-1,513 Reduced 9.99%	13,634 $2.25 Million
Q4 2019 Feb 21, 2020	BUY	$43.72 - $48.62 $662,226 - $736,447	15,147 New	15,147 $2.93 Million

Others Institutions Holding IVW

# of Institutions

1,826

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

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About ISHARES S&P 500 GROWTH ETF

Ticker IVW
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