Klingman & Associates, LLC Ishares S&P 500 Growth ETF Transaction History

Klingman & Associates, LLC

  • $1.61 Billion
  • Q3 2024

A detailed history of Klingman & Associates, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Klingman & Associates, LLC holds 5,782 shares of IVW stock, worth $607,052. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,782
Previous 5,782 -0.0%
Holding current value
$607,052
Previous $535,000 3.36%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 30, 2023
SELL
$68.05 - $72.66 $74,650 - $79,708
-1,097 Reduced 15.95%
5,782 $395,000
Q2 2023

Jul 31, 2023
BUY
$63.21 - $70.48 $434,821 - $484,831
6,879 New
6,879 $484,000
Q1 2022

May 06, 2022
SELL
$68.33 - $84.32 $177,384 - $218,894
-2,596 Closed
0 $0
Q4 2021

Jan 31, 2022
BUY
$73.18 - $84.81 $189,975 - $220,166
2,596 New
2,596 $217,000

Others Institutions Holding IVW

# of Institutions
1,823
Shares Held
417M
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
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