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

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 809,007 shares of IVW stock, worth $83.1 Million. This represents 4.71% of its overall portfolio holdings.

Number of Shares
809,007
Previous 903,342 10.44%
Holding current value
$83.1 Million
Previous $83.6 Billion 7.34%
% of portfolio
4.71%
Previous 6.11%

Shares

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

Nov 05, 2024
SELL
$84.77 - $97.13 $8 Million - $9.16 Million
-94,335 Reduced 10.44%
809,007 $77.5 Billion
Q2 2024

Aug 07, 2024
BUY
$79.31 - $93.31 $1.21 Million - $1.42 Million
15,267 Added 1.72%
903,342 $83.6 Billion
Q1 2024

May 13, 2024
BUY
$72.87 - $85.14 $10.5 Million - $12.2 Million
143,420 Added 19.26%
888,075 $75.2 Billion
Q4 2023

Feb 14, 2024
BUY
$65.78 - $75.4 $49 Million - $56.1 Million
744,655 New
744,655 $55.9 Billion

Others Institutions Holding IVW

# of Institutions
1,824
Shares Held
417M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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