Marks Group Wealth Management, Inc Ishares S&P 500 Growth ETF Transaction History

Marks Group Wealth Management, Inc

$1 Billion
Q3 2024

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 20,458 shares of IVW stock, worth $2.17 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

20,458

Previous 20,454 0.02%

Holding current value

$2.17 Million

Previous $1.89 Million 3.49%

% of portfolio

0.2%

Previous 0.21%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$84.77 - $97.13 $339 - $388	4 Added 0.02%	20,458 $1.96 Million
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

# of Institutions

1,862

Shares Held

416M

Call Options Held

355K

Put Options Held

483K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Marks Group Wealth Management, Inc Ishares S&P 500 Growth ETF Transaction History