Lbmc Investment Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Lbmc Investment Advisors, LLC

$1.15 Billion
Q2 2024

A detailed history of Lbmc Investment Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 142,720 shares of IVW stock, worth $12.9 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

142,720

Previous 143,138 0.29%

Holding current value

$12.9 Million

Previous $12.1 Million 9.28%

% of portfolio

1.15%

Previous 1.05%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	$79.31 - $93.31 $33,151 - $39,003	-418 Reduced 0.29%	142,720 $13.2 Million
Q1 2024 Apr 12, 2024	BUY	$72.87 - $85.14 $525,392 - $613,859	7,210 Added 5.3%	143,138 $12.1 Million
Q4 2023 Jan 16, 2024	SELL	$65.78 - $75.4 $18,089 - $20,735	-275 Reduced 0.2%	135,928 $10.2 Million
Q3 2023 Oct 05, 2023	SELL	$68.05 - $72.66 $161,278 - $172,204	-2,370 Reduced 1.71%	136,203 $9.32 Million
Q2 2023 Jul 17, 2023	SELL	$63.21 - $70.48 $42,793 - $47,714	-677 Reduced 0.49%	138,573 $9.77 Million
Q1 2023 Apr 10, 2023	SELL	$57.25 - $63.89 $263,006 - $293,510	-4,594 Reduced 3.19%	139,250 $8.9 Million
Q4 2022 Jan 10, 2023	BUY	$56.99 - $63.56 $264,889 - $295,426	4,648 Added 3.34%	143,844 $0
Q3 2022 Oct 07, 2022	BUY	$59.8 - $71.43 $107,042 - $127,859	1,790 Added 1.3%	139,196 $8.05 Million
Q2 2022 Jul 07, 2022	BUY	$58.13 - $77.8 $1.26 Million - $1.69 Million	21,729 Added 18.78%	137,406 $8.29 Million
Q1 2022 Apr 11, 2022	BUY	$68.33 - $84.32 $51,725 - $63,830	757 Added 0.66%	115,677 $8.84 Million
Q4 2021 Mar 17, 2022	BUY	$73.18 - $84.81 $8.26 Million - $9.57 Million	112,892 Added 5566.67%	114,920 $9.62 Million
Q3 2021 Nov 15, 2021	SELL	$72.99 - $79.0 $8.35 Million - $9.04 Million	-114,411 Reduced 98.26%	2,028 $8.57 Million
Q2 2021 Aug 02, 2021	SELL	$65.96 - $72.81 $261,135 - $288,254	-3,959 Reduced 3.29%	116,439 $8.47 Million
Q1 2021 Apr 20, 2021	SELL	$61.43 - $67.25 $21,500 - $23,537	-350 Reduced 0.29%	120,398 $7.84 Million
Q4 2020 Jan 21, 2021	BUY	$56.17 - $63.82 $5.03 Million - $5.71 Million	89,507 Added 286.5%	120,748 $7.71 Million
Q3 2020 Oct 20, 2020	SELL	$52.42 - $62.43 $10,274 - $12,236	-196 Reduced 0.62%	31,241 $7.22 Million
Q2 2020 Jul 14, 2020	SELL	$39.5 - $52.48 $7,821 - $10,391	-198 Reduced 0.63%	31,437 $6.52 Million
Q1 2020 Apr 21, 2020	SELL	$36.14 - $52.65 $58,257 - $84,871	-1,612 Reduced 4.85%	31,635 $5.22 Million
Q4 2019 Jan 22, 2020	BUY	$43.72 - $48.62 $786 - $875	18 Added 0.05%	33,247 $6.44 Million
Q3 2019 Oct 24, 2019	SELL	$43.49 - $46.27 $154,389 - $164,258	-3,550 Reduced 9.65%	33,229 $5.98 Million
Q2 2019 Jul 18, 2019	SELL	$41.95 - $45.26 $65,400 - $70,560	-1,559 Reduced 4.07%	36,779 $6.59 Million
Q1 2019 Apr 26, 2019	SELL	$36.63 - $43.33 $101,941 - $120,587	-2,783 Reduced 6.77%	38,338 $6.61 Million
Q4 2018 Feb 01, 2019	SELL	$35.15 - $44.43 $2,671 - $3,376	-76 Reduced 0.18%	41,121 $6.2 Million
Q3 2018 Nov 08, 2018	BUY	$40.58 - $44.29 $3,895 - $4,251	96 Added 0.23%	41,197 $7.3 Million
Q2 2018 Aug 03, 2018	SELL	$37.83 - $42.01 $4,842 - $5,377	-128 Reduced 0.31%	41,101 $6.68 Million
Q1 2018 May 04, 2018	SELL	$37.4 - $41.49 $286,745 - $318,103	-7,667 Reduced 15.68%	41,229 $6.39 Million
Q4 2017 Feb 08, 2018	BUY	$35.95 - $38.73 $8,771 - $9,450	244 Added 0.5%	48,896 $7.47 Million
Q3 2017 Nov 08, 2017	SELL	$35.46 - $35.85 $136,201 - $137,699	-3,841 Reduced 7.32%	48,652 $6.98 Million
Q2 2017 Aug 08, 2017	BUY	N/A	52,493	52,493 $7.18 Million

Others Institutions Holding IVW

# of Institutions

1,757

Shares Held

431M

Call Options Held

281K

Put Options Held

217K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Lbmc Investment Advisors, LLC Ishares S&P 500 Growth ETF Transaction History