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 $641,670. This represents 0.17% of its overall portfolio holdings.

Number of Shares

6,529

Previous 7,866 17.0%

Holding current value

$641,670

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

1,814

Shares Held

415M

Call Options Held

333K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oliver Lagore Vanvalin Investment Group, based on Form 13F filings with the SEC.

News

Stay updated on Oliver Lagore Vanvalin Investment Group with notifications on news.

Account

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