A detailed history of Legacy Financial Group LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Legacy Financial Group LLC holds 165,940 shares of IVW stock, worth $16.5 Million. This represents 3.06% of its overall portfolio holdings.

Number of Shares
165,940
Previous 165,273 0.4%
Holding current value
$16.5 Million
Previous $15.3 Billion 3.89%
% of portfolio
3.06%
Previous 3.01%

Shares

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

Oct 15, 2024

BUY
$84.77 - $97.13 $56,541 - $64,785
667 Added 0.4%
165,940 $15.9 Billion
Q2 2024

Jul 17, 2024

BUY
$79.31 - $93.31 $4.83 Million - $5.69 Million
60,939 Added 58.41%
165,273 $15.3 Billion
Q1 2024

Apr 10, 2024

BUY
$72.87 - $85.14 $7.6 Million - $8.88 Million
104,334 New
104,334 $8.81 Billion
Q3 2023

Oct 24, 2023

BUY
$68.05 - $72.66 $2.64 Million - $2.82 Million
38,806 New
38,806 $2.66 Million
Q1 2022

Apr 12, 2022

SELL
$68.33 - $84.32 $1.07 Million - $1.32 Million
-15,654 Closed
0 $0
Q4 2021

Jan 20, 2022

BUY
$73.18 - $84.81 $1.15 Million - $1.33 Million
15,654 New
15,654 $1.27 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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