My Legacy Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

My Legacy Advisors, LLC

$249 Million
Q3 2024

A detailed history of My Legacy Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, My Legacy Advisors, LLC holds 52,240 shares of IVW stock, worth $5.37 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

52,240

Previous 89,844 41.85%

Holding current value

$5.37 Million

Previous $8.31 Million 39.85%

% of portfolio

2.01%

Previous 2.69%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$84.77 - $97.13 $3.19 Million - $3.65 Million	-37,604 Reduced 41.85%	52,240 $5 Million
Q2 2024 Jul 24, 2024	BUY	$79.31 - $93.31 $5.4 Million - $6.35 Million	68,057 Added 312.37%	89,844 $8.31 Million
Q1 2024 Jul 25, 2024	SELL	$72.87 - $85.14 $2.87 Million - $3.36 Million	-39,422 Reduced 43.88%	50,422 $4.26 Million
Q4 2023 Jan 12, 2024	BUY	$65.78 - $75.4 $133,928 - $153,514	2,036 Added 10.31%	21,787 $1.64 Million
Q3 2023 Oct 20, 2023	BUY	$68.05 - $72.66 $1.09 Million - $1.16 Million	16,016 Added 428.81%	19,751 $1.35 Million
Q2 2023 Jul 14, 2023	BUY	$63.21 - $70.48 $236,089 - $263,242	3,735 New	3,735 $263,000

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

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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My Legacy Advisors, LLC Ishares S&P 500 Growth ETF Transaction History