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

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 8,255 shares of IVW stock, worth $790,911. This represents 0.79% of its overall portfolio holdings.

Number of Shares

8,255

Previous 8,770 5.87%

Holding current value

$790,911

Previous $529,000 9.64%

% of portfolio

0.79%

Previous 0.76%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$59.8 - $71.43 $30,797 - $36,786	-515 Reduced 5.87%	8,255 $478,000
Q2 2022 Jul 26, 2022	SELL	$58.13 - $77.8 $9,533 - $12,759	-164 Reduced 1.84%	8,770 $529,000
Q1 2022 May 10, 2022	BUY	$68.33 - $84.32 $25,692 - $31,704	376 Added 4.39%	8,934 $682,000
Q4 2021 Feb 14, 2022	BUY	$73.18 - $84.81 $540,727 - $626,661	7,389 Added 632.08%	8,558 $716,000
Q3 2021 Nov 22, 2021	SELL	$72.99 - $79.0 $277,143 - $299,963	-3,797 Reduced 76.46%	1,169 $859,000

Q3 2021 Nov 12, 2021	SELL	$72.99 - $79.0 $1.12 Million - $1.21 Million	-15,353 Reduced 75.56%	4,966 $859,000
Q2 2021 Aug 16, 2021	BUY	$65.96 - $72.81 $31,660 - $34,948	480 Added 2.42%	20,319 $1.48 Million
Q1 2021 May 06, 2021	SELL	$61.43 - $67.25 $1.23 Million - $1.35 Million	-20,035 Reduced 50.25%	19,839 $1.29 Million
Q4 2020 Feb 12, 2021	BUY	$56.17 - $63.82 $1.78 Million - $2.02 Million	31,611 Added 382.56%	39,874 $2.55 Million
Q3 2020 Nov 03, 2020	BUY	$52.42 - $62.43 $11,113 - $13,235	212 Added 2.63%	8,263 $1.91 Million
Q2 2020 Aug 17, 2020	BUY	$39.5 - $52.48 $268,007 - $356,076	6,785 Added 535.94%	8,051 $1.67 Million
Q1 2020 May 18, 2020	SELL	$36.14 - $52.65 $231,476 - $337,223	-6,405 Reduced 83.5%	1,266 $1.27 Million
Q1 2020 May 18, 2020	BUY	$36.14 - $52.65 $118,394 - $172,481	3,276 Added 74.54%	7,671 $1.27 Million
Q4 2019 Feb 12, 2020	BUY	$43.72 - $48.62 $192,149 - $213,684	4,395 New	4,395 $851,000

Others Institutions Holding IVW

# of Institutions

1,679

Shares Held

384M

Call Options Held

379K

Put Options Held

363K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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