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

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 472 shares of IVW stock, worth $44,769. This represents 0.02% of its overall portfolio holdings.

Number of Shares

472

Previous 728 35.16%

Holding current value

$44,769

Previous $46,000 28.26%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$63.21 - $70.48 $16,181 - $18,042	-256 Reduced 35.16%	472 $33,000
Q2 2022 Aug 10, 2022	SELL	$58.13 - $77.8 $22,089 - $29,564	-380 Reduced 34.3%	728 $44,000
Q1 2022 May 13, 2022	SELL	$68.33 - $84.32 $9,771 - $12,057	-143 Reduced 11.43%	1,108 $85,000
Q4 2021 Feb 10, 2022	BUY	$73.18 - $84.81 $4,903 - $5,682	67 Added 5.66%	1,251 $105,000
Q2 2021 Aug 10, 2021	SELL	$65.96 - $72.81 $78,624 - $86,789	-1,192 Reduced 50.17%	1,184 $86,000

Q1 2021 May 11, 2021	BUY	$61.43 - $67.25 $5,405 - $5,918	88 Added 3.85%	2,376 $155,000
Q4 2020 Feb 08, 2021	BUY	$56.17 - $63.82 $128,516 - $146,020	2,288 New	2,288 $146,000

Others Institutions Holding IVW

# of Institutions

1,678

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