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

Oakwell Private Wealth Management, LLC

  • $329 Million
  • Q1 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 5,704 shares of IVW stock, worth $512,789. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,704
Previous 5,704 -0.0%
Holding current value
$512,789
Previous $428,000 12.38%
% of portfolio
0.15%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,698
Shares Held
395M
Call Options Held
379K
Put Options Held
355K
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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