Lloyd Advisory Services, Llc. Ishares S&P 500 Growth ETF Transaction History

Lloyd Advisory Services, Llc.

  • $111 Million
  • Q3 2024

A detailed history of Lloyd Advisory Services, Llc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 9,721 shares of IVW stock, worth $998,929. This represents 0.84% of its overall portfolio holdings.

Number of Shares
9,721
Previous 11,014 11.74%
Holding current value
$998,929
Previous $1.02 Million 8.73%
% of portfolio
0.84%
Previous 0.91%

Shares

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

Oct 10, 2024
SELL
$84.77 - $97.13 $109,607 - $125,589
-1,293 Reduced 11.74%
9,721 $930,000
Q2 2024

Aug 05, 2024
BUY
$79.31 - $93.31 $873,520 - $1.03 Million
11,014 New
11,014 $1.02 Million
Q4 2023

Feb 13, 2024
BUY
$65.78 - $75.4 $228,717 - $262,165
3,477 New
3,477 $261,000
Q1 2020

Jun 03, 2020
SELL
$36.14 - $52.65 $21,720 - $31,642
-601 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$43.72 - $48.62 $26,275 - $29,220
601 New
601 $116,000

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

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