A detailed history of Newton One Investments LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Newton One Investments LLC holds 5,172 shares of IVW stock, worth $496,356. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,172
Previous 5,261 1.69%
Holding current value
$496,356
Previous $395,000 10.38%
% of portfolio
0.19%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

SELL
$72.87 - $85.14 $6,485 - $7,577
-89 Reduced 1.69%
5,172 $436,000
Q4 2023

Jan 22, 2024

BUY
$65.78 - $75.4 $2,104 - $2,412
32 Added 0.61%
5,261 $395,000
Q2 2023

Jul 20, 2023

BUY
$63.21 - $70.48 $695 - $775
11 Added 0.21%
5,229 $368,000
Q1 2023

Apr 18, 2023

BUY
$57.25 - $63.89 $34,693 - $38,717
606 Added 13.14%
5,218 $333,000
Q4 2022

Jan 20, 2023

BUY
$56.99 - $63.56 $262,837 - $293,138
4,612 New
4,612 $0

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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