A detailed history of Midwest Financial Group LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Midwest Financial Group LLC holds 107,619 shares of IVW stock, worth $10.7 Million. This represents 6.05% of its overall portfolio holdings.

Number of Shares
107,619
Previous 94,553 13.82%
Holding current value
$10.7 Million
Previous $8.75 Billion 17.77%
% of portfolio
6.05%
Previous 5.57%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$84.77 - $97.13 $1.11 Million - $1.27 Million
13,066 Added 13.82%
107,619 $10.3 Billion
Q2 2024

Jul 16, 2024

BUY
$79.31 - $93.31 $881,372 - $1.04 Million
11,113 Added 13.32%
94,553 $8.75 Billion
Q1 2024

Apr 11, 2024

BUY
$72.87 - $85.14 $2.28 Million - $2.67 Million
31,339 Added 60.15%
83,440 $7.05 Billion
Q4 2023

Jan 25, 2024

SELL
$65.78 - $75.4 $171,028 - $196,040
-2,600 Reduced 4.75%
52,101 $3.91 Billion
Q3 2023

Oct 17, 2023

BUY
$68.05 - $72.66 $101,394 - $108,263
1,490 Added 2.8%
54,701 $3.74 Billion
Q2 2023

Jul 27, 2023

SELL
$63.21 - $70.48 $48,418 - $53,987
-766 Reduced 1.42%
53,211 $3.75 Billion
Q1 2023

Apr 20, 2023

BUY
$57.25 - $63.89 $3.09 Million - $3.45 Million
53,977 New
53,977 $3.45 Billion

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Midwest Financial Group LLC Portfolio

Follow Midwest Financial Group 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 Midwest Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Midwest Financial Group LLC with notifications on news.