Mcdonald Partners LLC Ishares S&P 500 Growth ETF Transaction History

Mcdonald Partners LLC

  • $381 Million
  • Q4 2024

A detailed history of Mcdonald Partners LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Mcdonald Partners LLC holds 2,747 shares of IVW stock, worth $260,690. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,747
Previous 3,182 13.67%
Holding current value
$260,690
Previous $304,000 8.55%
% of portfolio
0.07%
Previous 0.08%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$94.43 - $105.47 $41,077 - $45,879
-435 Reduced 13.67%
2,747 $278,000
Q3 2024

Oct 15, 2024
SELL
$84.77 - $97.13 $34,586 - $39,629
-408 Reduced 11.36%
3,182 $304,000
Q1 2024

Apr 15, 2024
SELL
$72.87 - $85.14 $32,645 - $38,142
-448 Reduced 11.09%
3,590 $303,000
Q3 2023

Oct 30, 2023
BUY
$68.05 - $72.66 $2,109 - $2,252
31 Added 0.77%
4,038 $276,000
Q3 2022

Oct 21, 2022
SELL
$57.85 - $71.43 $19,669 - $24,286
-340 Reduced 7.82%
4,007 $232,000
Q2 2022

Jul 25, 2022
SELL
$58.13 - $77.8 $3,487 - $4,668
-60 Reduced 1.36%
4,347 $262,000
Q1 2022

Apr 29, 2022
BUY
$68.33 - $84.32 $293,340 - $361,985
4,293 Added 3765.79%
4,407 $337,000
Q4 2021

Jan 31, 2022
SELL
$73.18 - $84.81 $336,115 - $389,532
-4,593 Reduced 97.58%
114 $9,000
Q3 2021

Nov 24, 2021
SELL
$72.99 - $79.0 $198,313 - $214,643
-2,717 Reduced 36.6%
4,707 $348,000
Q3 2021

Oct 28, 2021
BUY
$72.99 - $79.0 $179,701 - $194,498
2,462 Added 49.62%
7,424 $549,000
Q2 2021

Nov 24, 2021
SELL
$65.96 - $72.81 $179,147 - $197,751
-2,716 Reduced 35.37%
4,962 $361,000
Q2 2021

Jul 23, 2021
BUY
$65.96 - $72.81 $179,543 - $198,188
2,722 Added 54.92%
7,678 $558,000
Q1 2021

Nov 24, 2021
SELL
$61.43 - $67.25 $166,905 - $182,718
-2,717 Reduced 35.41%
4,956 $323,000
Q1 2021

Apr 15, 2021
BUY
$61.43 - $67.25 $167,335 - $183,189
2,724 Added 55.04%
7,673 $500,000
Q4 2020

Feb 16, 2021
BUY
$56.17 - $63.82 $277,985 - $315,845
4,949 New
4,949 $316,000

Others Institutions Holding IVW

# of Institutions
2,012
Shares Held
429M
Call Options Held
183K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Mcdonald Partners LLC Portfolio

Follow Mcdonald Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mcdonald Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mcdonald Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email