Oliver Lagore Vanvalin Investment Group Ishares S&P 500 Growth ETF Transaction History

Oliver Lagore Vanvalin Investment Group

$359 Million
Q3 2024

A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 6,529 shares of IVW stock, worth $670,920. This represents 0.17% of its overall portfolio holdings.

Number of Shares

6,529

Previous 7,866 17.0%

Holding current value

$670,920

Previous $727,000 14.03%

% of portfolio

0.17%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$84.77 - $97.13 $113,337 - $129,862	-1,337 Reduced 17.0%	6,529 $625,000
Q2 2024 Aug 15, 2024	BUY	$79.31 - $93.31 $213,105 - $250,723	2,687 Added 51.88%	7,866 $727,000
Q1 2024 May 15, 2024	BUY	$72.87 - $85.14 $213,071 - $248,949	2,924 Added 129.67%	5,179 $437,000
Q4 2023 Jan 31, 2024	SELL	$65.78 - $75.4 $15,458 - $17,719	-235 Reduced 9.44%	2,255 $169,000
Q3 2023 Nov 09, 2023	BUY	$68.05 - $72.66 $165,429 - $176,636	2,431 Added 4120.34%	2,490 $170,000
Q2 2023 Aug 08, 2023	BUY	$63.21 - $70.48 $2,718 - $3,030	43 Added 268.75%	59 $4,000
Q1 2022 Jun 17, 2022	BUY	$68.33 - $84.32 $1,093 - $1,349	16 New	16 $1,000

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

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Oliver Lagore Vanvalin Investment Group Ishares S&P 500 Growth ETF Transaction History