A detailed history of Morris Retirement Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 2,742 shares of IVW stock, worth $281,767. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,742
Previous 2,738 0.15%
Holding current value
$281,767
Previous $253,000 3.56%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Oct 03, 2024

BUY
$84.77 - $97.13 $339 - $388
4 Added 0.15%
2,742 $262,000
Q2 2024

Aug 06, 2024

BUY
$79.31 - $93.31 $237 - $279
3 Added 0.11%
2,738 $253,000
Q1 2024

May 03, 2024

BUY
$72.87 - $85.14 $145 - $170
2 Added 0.07%
2,735 $230,000
Q4 2023

Feb 12, 2024

BUY
$65.78 - $75.4 $179,776 - $206,068
2,733 New
2,733 $205,000
Q2 2022

Aug 08, 2022

SELL
$58.13 - $77.8 $33,773 - $45,201
-581 Reduced 14.28%
3,489 $211,000
Q1 2022

May 10, 2022

BUY
$68.33 - $84.32 $341 - $421
5 Added 0.12%
4,070 $311,000
Q4 2021

Feb 02, 2022

BUY
$73.18 - $84.81 $292 - $339
4 Added 0.1%
4,065 $340,000
Q3 2021

Oct 28, 2021

SELL
$72.99 - $79.0 $14,306 - $15,484
-196 Reduced 4.6%
4,061 $300,000
Q2 2021

Jul 29, 2021

SELL
$65.96 - $72.81 $14,049 - $15,508
-213 Reduced 4.77%
4,257 $310,000
Q1 2021

May 04, 2021

BUY
$61.43 - $67.25 $307 - $336
5 Added 0.11%
4,470 $291,000
Q4 2020

Feb 01, 2021

BUY
$56.17 - $63.82 $250,799 - $284,956
4,465 New
4,465 $285,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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