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

Oakwell Private Wealth Management, LLC

$357 Million
Q4 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 $558,741. This represents 0.15% of its overall portfolio holdings.

Number of Shares

5,240

Previous 5,240 -0.0%

Holding current value

$558,741

Previous $501,000 6.19%

% of portfolio

0.15%

Previous 0.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,984

Shares Held

429M

Call Options Held

287K

Put Options Held

96.1K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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