Liberty Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 237,778 shares of IVW stock, worth $23.9 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares
237,778
Previous 922,675 74.23%
Holding current value
$23.9 Million
Previous $20.4 Million 11.52%
% of portfolio
4.0%
Previous 3.74%

Shares

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

Nov 01, 2024
SELL
$84.77 - $97.13 $58.1 Million - $66.5 Million
-684,897 Reduced 74.23%
237,778 $22.8 Million
Q2 2024

Aug 06, 2024
BUY
$79.31 - $93.31 $68 Million - $80 Million
856,859 Added 1301.9%
922,675 $20.4 Million
Q1 2024

May 02, 2024
SELL
$72.87 - $85.14 $716,749 - $837,437
-9,836 Reduced 13.0%
65,816 $5.54 Million
Q4 2023

Feb 08, 2024
BUY
$65.78 - $75.4 $1.02 Million - $1.17 Million
15,513 Added 25.8%
75,652 $5.68 Million
Q3 2023

Nov 13, 2023
BUY
$68.05 - $72.66 $3.62 Million - $3.87 Million
53,219 Added 769.06%
60,139 $4.11 Million
Q2 2023

Aug 10, 2023
BUY
$63.21 - $70.48 $437,413 - $487,721
6,920 New
6,920 $487,000
Q3 2022

Nov 15, 2022
SELL
$57.85 - $71.43 $867 - $1,071
-15 Reduced 0.35%
4,308 $249,000
Q2 2022

Aug 15, 2022
BUY
$58.13 - $77.8 $1,976 - $2,645
34 Added 0.79%
4,323 $260,000
Q1 2022

May 09, 2022
SELL
$68.33 - $84.32 $28,561 - $35,245
-418 Reduced 8.88%
4,289 $327,000
Q4 2021

Feb 15, 2022
SELL
$73.18 - $84.81 $88,913 - $103,044
-1,215 Reduced 20.52%
4,707 $393,000
Q3 2021

Nov 15, 2021
BUY
$72.99 - $79.0 $232,108 - $251,220
3,180 Added 115.97%
5,922 $438,000
Q2 2021

Aug 13, 2021
SELL
$65.96 - $72.81 $13 Million - $14.3 Million
-196,648 Reduced 98.62%
2,742 $199,000
Q2 2021

Aug 13, 2021
BUY
$65.96 - $72.81 $13 Million - $14.3 Million
196,654 Added 7187.65%
199,390 $2.74 Million
Q4 2020

Feb 09, 2021
BUY
$56.17 - $63.82 $104,083 - $118,258
1,853 Added 209.85%
2,736 $177,000
Q3 2020

Nov 05, 2020
BUY
$52.42 - $62.43 $34,754 - $41,391
663 Added 301.36%
883 $204,000
Q2 2020

Aug 04, 2020
SELL
$39.5 - $52.48 $1,185 - $1,574
-30 Reduced 12.0%
220 $46,000
Q1 2020

Apr 27, 2020
SELL
$36.14 - $52.65 $3,939 - $5,738
-109 Reduced 30.36%
250 $21,000
Q4 2019

Feb 05, 2020
SELL
$43.72 - $48.62 $306 - $340
-7 Reduced 1.91%
359 $70,000
Q3 2019

Oct 30, 2019
SELL
$43.49 - $46.27 $5,827 - $6,200
-134 Reduced 26.8%
366 $66,000
Q2 2019

Jul 30, 2019
SELL
$41.95 - $45.26 $1,678 - $1,810
-40 Reduced 7.41%
500 $90,000
Q1 2019

Apr 18, 2019
SELL
$36.63 - $43.33 $29,120 - $34,447
-795 Reduced 59.55%
540 $93,000
Q4 2018

Mar 26, 2019
BUY
$35.15 - $44.43 $46,925 - $59,314
1,335 New
1,335 $201,000

Others Institutions Holding IVW

# of Institutions
1,818
Shares Held
417M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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