Laurel Wealth Planning LLC Ishares S&P 500 Growth ETF Transaction History

Laurel Wealth Planning LLC

  • $153 Million
  • Q3 2024

A detailed history of Laurel Wealth Planning LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 58,283 shares of IVW stock, worth $5.99 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares
58,283
Previous 58,993 1.2%
Holding current value
$5.99 Million
Previous $5.46 Million 2.23%
% of portfolio
3.65%
Previous 3.8%

Shares

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

Oct 28, 2024
SELL
$84.77 - $97.13 $60,186 - $68,962
-710 Reduced 1.2%
58,283 $5.58 Million
Q2 2024

Jul 25, 2024
SELL
$79.31 - $93.31 $32,596 - $38,350
-411 Reduced 0.69%
58,993 $5.46 Million
Q1 2024

Apr 22, 2024
SELL
$72.87 - $85.14 $50,134 - $58,576
-688 Reduced 1.14%
59,404 $5.02 Million
Q4 2023

Feb 09, 2024
BUY
$65.78 - $75.4 $145,571 - $166,860
2,213 Added 3.82%
60,092 $4.51 Million
Q3 2023

Oct 27, 2023
SELL
$68.05 - $72.66 $65,328 - $69,753
-960 Reduced 1.63%
57,879 $3.96 Million
Q2 2023

Jul 19, 2023
BUY
$63.21 - $70.48 $76,736 - $85,562
1,214 Added 2.11%
58,839 $4.15 Million
Q1 2023

Apr 18, 2023
SELL
$57.25 - $63.89 $449,527 - $501,664
-7,852 Reduced 11.99%
57,625 $3.68 Million
Q4 2022

Feb 01, 2023
SELL
$56.73 - $63.56 $52,078 - $58,348
-918 Reduced 1.38%
65,477 $3.83 Million
Q3 2022

Nov 02, 2022
SELL
$57.85 - $71.43 $26,090 - $32,214
-451 Reduced 0.67%
66,395 $3.84 Million
Q2 2022

Aug 09, 2022
SELL
$58.13 - $77.8 $298,090 - $398,958
-5,128 Reduced 7.12%
66,846 $4.03 Million
Q1 2022

Apr 28, 2022
BUY
$68.33 - $84.32 $130,851 - $161,472
1,915 Added 2.73%
71,974 $5.5 Million
Q4 2021

Feb 01, 2022
SELL
$73.18 - $84.81 $876,550 - $1.02 Million
-11,978 Reduced 14.6%
70,059 $5.86 Million
Q3 2021

Nov 12, 2021
SELL
$72.99 - $79.0 $78,829 - $85,320
-1,080 Reduced 1.3%
82,037 $6.06 Million
Q2 2021

Aug 09, 2021
SELL
$65.96 - $72.81 $274,327 - $302,816
-4,159 Reduced 4.77%
83,117 $6.05 Million
Q1 2021

May 06, 2021
BUY
$61.43 - $67.25 $288,106 - $315,402
4,690 Added 5.68%
87,276 $5.68 Million
Q4 2020

Feb 08, 2021
BUY
$56.17 - $63.82 $4.64 Million - $5.27 Million
82,586 New
82,586 $5.27 Million

Others Institutions Holding IVW

# of Institutions
1,824
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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