A detailed history of Marks Group Wealth Management, Inc transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 20,454 shares of IVW stock, worth $1.99 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
20,454
Previous 20,448 0.03%
Holding current value
$1.99 Million
Previous $1.73 Million 9.62%
% of portfolio
0.21%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$79.31 - $93.31 $475 - $559
6 Added 0.03%
20,454 $1.89 Million
Q1 2024

Apr 29, 2024

BUY
$72.87 - $85.14 $364 - $425
5 Added 0.02%
20,448 $1.73 Million
Q4 2023

Feb 01, 2024

BUY
$65.78 - $75.4 $460 - $527
7 Added 0.03%
20,443 $1.54 Million
Q3 2023

Oct 30, 2023

BUY
$68.05 - $72.66 $408 - $435
6 Added 0.03%
20,436 $1.4 Million
Q2 2023

Jul 19, 2023

BUY
$63.21 - $70.48 $379 - $422
6 Added 0.03%
20,430 $1.44 Million
Q1 2023

May 03, 2023

BUY
$57.25 - $63.89 $458 - $511
8 Added 0.04%
20,424 $1.3 Million
Q4 2022

Feb 06, 2023

BUY
$56.73 - $63.56 $239,627 - $268,477
4,224 Added 26.09%
20,416 $1.19 Million
Q3 2022

Nov 10, 2022

SELL
$57.85 - $71.43 $1,909 - $2,357
-33 Reduced 0.2%
16,192 $937,000
Q2 2022

Aug 09, 2022

BUY
$58.13 - $77.8 $1,918 - $2,567
33 Added 0.2%
16,225 $979,000
Q4 2020

Feb 08, 2021

BUY
$56.17 - $63.82 $682,128 - $775,030
12,144 Added 300.0%
16,192 $1.03 Million
Q4 2019

Feb 12, 2020

BUY
$43.72 - $48.62 $176,978 - $196,813
4,048 New
4,048 $784,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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