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

Legacy Capital Group California, Inc.

$287 Billion
Q1 2025

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 5,096 shares of IVW stock, worth $527,079. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,096

Previous 3,521 44.73%

Holding current value

$527,079

Previous $357 Million 32.33%

% of portfolio

0.16%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$92.45 - $106.69 $145,608 - $168,036	1,575 Added 44.73%	5,096 $473 Million
Q4 2024 Feb 03, 2025	BUY	$94.43 - $105.47 $27,101 - $30,269	287 Added 8.87%	3,521 $357 Million
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

2,027

Shares Held

427M

Call Options Held

203K

Put Options Held

136K

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