Oakwell Private Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Oakwell Private Wealth Management, LLC

  • $348 Million
  • Q3 2024

A detailed history of Oakwell Private Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 5,240 shares of IVW stock, worth $551,248. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,240
Previous 5,804 9.72%
Holding current value
$551,248
Previous $537,000 6.7%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Nov 04, 2024
SELL
$84.77 - $97.13 $47,810 - $54,781
-564 Reduced 9.72%
5,240 $501,000
Q2 2024

Aug 08, 2024
BUY
$79.31 - $93.31 $7,931 - $9,331
100 Added 1.75%
5,804 $537,000
Q3 2021

Oct 14, 2021
SELL
$72.99 - $79.0 $11,678 - $12,640
-160 Reduced 2.73%
5,704 $422,000
Q2 2021

Jul 29, 2021
BUY
$65.96 - $72.81 $37,201 - $41,064
564 Added 10.64%
5,864 $426,000
Q4 2020

Feb 10, 2021
BUY
$56.17 - $63.82 $297,701 - $338,246
5,300 New
5,300 $338,000

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

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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