Lws Wealth Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 86,278 shares of IVW stock, worth $9.82 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares

86,278

Previous 87,347 1.22%

Holding current value

$9.82 Million

Previous $5.98 Million 8.42%

% of portfolio

2.54%

Previous 2.72%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$65.78 - $75.4 $70,318 - $80,602	-1,069 Reduced 1.22%	86,278 $6.48 Million
Q3 2023 Nov 13, 2023	SELL	$68.05 - $72.66 $115,548 - $123,376	-1,698 Reduced 1.91%	87,347 $5.98 Million
Q2 2023 Jul 28, 2023	SELL	$63.21 - $70.48 $2.56 Million - $2.85 Million	-40,437 Reduced 31.23%	89,045 $6.28 Million
Q1 2023 Apr 28, 2023	SELL	$57.25 - $63.89 $570,152 - $636,280	-9,959 Reduced 7.14%	129,482 $8.27 Million
Q4 2022 Feb 14, 2023	SELL	$56.73 - $63.56 $59,566 - $66,738	-1,050 Reduced 0.75%	139,441 $8.16 Million
Q3 2022 Nov 14, 2022	BUY	$57.85 - $71.43 $159,723 - $197,218	2,761 Added 2.0%	140,491 $8.13 Million
Q2 2022 Aug 05, 2022	BUY	$58.13 - $77.8 $648,033 - $867,314	11,148 Added 8.81%	137,730 $8.31 Million
Q1 2022 May 10, 2022	SELL	$68.33 - $84.32 $277,214 - $342,086	-4,057 Reduced 3.11%	126,582 $9.67 Million
Q4 2021 Feb 02, 2022	SELL	$73.18 - $84.81 $178,925 - $207,360	-2,445 Reduced 1.84%	130,639 $10.9 Million
Q3 2021 Nov 09, 2021	SELL	$72.99 - $79.0 $137,440 - $148,757	-1,883 Reduced 1.4%	133,084 $9.84 Million
Q2 2021 Jul 23, 2021	BUY	$65.96 - $72.81 $594,365 - $656,090	9,011 Added 7.15%	134,967 $9.82 Million
Q1 2021 Apr 29, 2021	SELL	$61.43 - $67.25 $317,531 - $347,615	-5,169 Reduced 3.94%	125,956 $8.2 Million
Q4 2020 Jan 20, 2021	BUY	$56.17 - $63.82 $5.46 Million - $6.21 Million	97,262 Added 287.22%	131,125 $8.37 Million
Q3 2020 Nov 10, 2020	SELL	$52.42 - $62.43 $120,670 - $143,713	-2,302 Reduced 6.37%	33,863 $7.83 Million
Q2 2020 Aug 05, 2020	SELL	$39.5 - $52.48 $274,564 - $364,788	-6,951 Reduced 16.12%	36,165 $7.5 Million
Q1 2020 May 04, 2020	SELL	$36.14 - $52.65 $252,365 - $367,654	-6,983 Reduced 13.94%	43,116 $7.12 Million
Q4 2019 Feb 06, 2020	BUY	$43.72 - $48.62 $2.19 Million - $2.44 Million	50,099 New	50,099 $9.7 Million

Others Institutions Holding IVW

# of Institutions

2,060

Shares Held

421M

Call Options Held

196K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Lws Wealth Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History