A detailed history of O'Connor Financial Group LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, O'Connor Financial Group LLC holds 4,898 shares of IVW stock, worth $469,277. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,898
Previous 4,922 0.49%
Holding current value
$469,277
Previous $370 Million 11.89%
% of portfolio
0.25%
Previous 0.23%

Shares

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

Apr 11, 2024

SELL
$72.87 - $85.14 $1,748 - $2,043
-24 Reduced 0.49%
4,898 $414 Million
Q4 2023

Jan 17, 2024

SELL
$65.78 - $75.4 $2,696 - $3,091
-41 Reduced 0.83%
4,922 $370 Million
Q3 2023

Oct 20, 2023

BUY
$68.05 - $72.66 $272 - $290
4 Added 0.08%
4,963 $340 Million
Q2 2023

Jul 14, 2023

BUY
$63.21 - $70.48 $31,288 - $34,887
495 Added 11.09%
4,959 $350 Million
Q1 2023

Apr 14, 2023

BUY
$57.25 - $63.89 $255,564 - $285,204
4,464 New
4,464 $285 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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