Legacy Capital Group California, Inc. Ishares S&P 500 Growth ETF Transaction History

Legacy Capital Group California, Inc.

$301 Billion
Q3 2024

A detailed history of Legacy Capital Group California, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 3,234 shares of IVW stock, worth $332,325. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,234

Previous 5,815 44.39%

Holding current value

$332,325

Previous $538 Million 42.46%

% of portfolio

0.1%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$84.77 - $97.13 $218,791 - $250,692	-2,581 Reduced 44.39%	3,234 $310 Million
Q2 2024 Jul 22, 2024	BUY	$79.31 - $93.31 $210,250 - $247,364	2,651 Added 83.79%	5,815 $538 Million
Q1 2024 May 07, 2024	BUY	$72.87 - $85.14 $2,769 - $3,235	38 Added 1.22%	3,164 $267 Million
Q4 2023 Feb 08, 2024	BUY	$65.78 - $75.4 $1,381 - $1,583	21 Added 0.68%	3,126 $235 Million
Q3 2023 Nov 06, 2023	BUY	$68.05 - $72.66 $3,198 - $3,415	47 Added 1.54%	3,105 $212 Million
Q2 2023 Aug 10, 2023	BUY	$63.21 - $70.48 $193,296 - $215,527	3,058 New	3,058 $216 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

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Capital Group California, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Group California, Inc. with notifications on news.

Account

Legacy Capital Group California, Inc. Ishares S&P 500 Growth ETF Transaction History