Monograph Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Monograph Wealth Advisors, LLC

  • $727 Million
  • Q3 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 6,256 shares of IVW stock, worth $625,099. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,256
Previous 6,256 -0.0%
Holding current value
$625,099
Previous $578,000 3.63%
% of portfolio
0.08%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 09, 2023
SELL
$57.25 - $63.89 $333,481 - $372,159
-5,825 Reduced 48.22%
6,256 $399,000
Q4 2022

Feb 14, 2023
BUY
$56.73 - $63.56 $330,452 - $370,237
5,825 Added 93.11%
12,081 $706,000
Q4 2021

Feb 10, 2022
BUY
$73.18 - $84.81 $457,814 - $530,571
6,256 New
6,256 $523,000

Others Institutions Holding IVW

# of Institutions
1,818
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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