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

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 5,214 shares of IVW stock, worth $547,417. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,214

Previous 5,214 -0.0%

Holding current value

$547,417

Previous $482,000 3.53%

% of portfolio

0.05%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 02, 2024	BUY	$79.31 - $93.31 $101,834 - $119,810	1,284 Added 32.67%	5,214 $482,000
Q1 2024 Apr 10, 2024	SELL	$72.87 - $85.14 $413,318 - $482,914	-5,672 Reduced 59.07%	3,930 $331,000
Q3 2023 Oct 10, 2023	SELL	$68.05 - $72.66 $46,886 - $50,062	-689 Reduced 6.7%	9,602 $656,000
Q2 2023 Jul 13, 2023	SELL	$63.21 - $70.48 $171,172 - $190,859	-2,708 Reduced 20.83%	10,291 $725,000
Q1 2023 Apr 19, 2023	SELL	$57.25 - $63.89 $161,960 - $180,744	-2,829 Reduced 17.87%	12,999 $830,000
Q4 2022 Jan 12, 2023	SELL	$56.73 - $63.56 $209,390 - $234,599	-3,691 Reduced 18.91%	15,828 $0
Q3 2022 Oct 11, 2022	SELL	$57.85 - $71.43 $226,251 - $279,362	-3,911 Reduced 16.69%	19,519 $1.13 Million
Q2 2022 Jul 14, 2022	SELL	$58.13 - $77.8 $94,461 - $126,425	-1,625 Reduced 6.49%	23,430 $1.41 Million
Q1 2022 Apr 20, 2022	SELL	$68.33 - $84.32 $1.79 Million - $2.2 Million	-26,140 Reduced 51.06%	25,055 $1.91 Million
Q4 2021 Feb 01, 2022	BUY	$73.18 - $84.81 $3.75 Million - $4.34 Million	51,195 New	51,195 $4.28 Million

Others Institutions Holding IVW

# of Institutions

1,823

Shares Held

417M

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