Morris Retirement Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Morris Retirement Advisors, LLC

$167 Million
Q1 2024

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 2,735 shares of IVW stock, worth $262,477. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,735

Previous 2,733 0.07%

Holding current value

$262,477

Previous $205,000 12.2%

% of portfolio

0.14%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,679

Shares Held

384M

Call Options Held

379K

Put Options Held

363K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Morris Retirement Advisors, LLC Ishares S&P 500 Growth ETF Transaction History