Lmg Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History

Lmg Wealth Partners, LLC

$437 Billion
Q3 2024

A detailed history of Lmg Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lmg Wealth Partners, LLC holds 340,504 shares of IVW stock, worth $33.9 Million. This represents 7.47% of its overall portfolio holdings.

Number of Shares

340,504

Previous 350,138 2.75%

Holding current value

$33.9 Million

Previous $32.4 Billion 0.62%

% of portfolio

7.47%

Previous 8.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$84.77 - $97.13 $816,674 - $935,750	-9,634 Reduced 2.75%	340,504 $32.6 Billion
Q2 2024 Aug 01, 2024	BUY	$79.31 - $93.31 $138,316 - $162,732	1,744 Added 0.5%	350,138 $32.4 Billion
Q1 2024 May 03, 2024	SELL	$72.87 - $85.14 $1.23 Million - $1.44 Million	-16,904 Reduced 4.63%	348,394 $29.4 Billion
Q4 2023 Jan 23, 2024	SELL	$65.78 - $75.4 $92,486 - $106,012	-1,406 Reduced 0.38%	365,298 $27.4 Billion
Q3 2023 Oct 16, 2023	BUY	$68.05 - $72.66 $392,852 - $419,466	5,773 Added 1.6%	366,704 $25.1 Billion
Q2 2023 Jul 27, 2023	BUY	$63.21 - $70.48 $144,245 - $160,835	2,282 Added 0.64%	360,931 $25.4 Billion
Q1 2023 May 02, 2023	BUY	$57.25 - $63.89 $430,405 - $480,325	7,518 Added 2.14%	358,649 $22.9 Billion
Q4 2022 Feb 14, 2023	BUY	$56.73 - $63.56 $19.9 Million - $22.3 Million	351,131 New	351,131 $21.1 Billion

Others Institutions Holding IVW

# of Institutions

1,816

Shares Held

414M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Lmg Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History