Orba Wealth Advisors, L.L.C. Ishares S&P 500 Growth ETF Transaction History

Orba Wealth Advisors, L.L.C.

  • $193 Billion
  • Q2 2024

A detailed history of Orba Wealth Advisors, L.L.C. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 6,420 shares of IVW stock, worth $611,697. This represents 0.31% of its overall portfolio holdings.

Number of Shares
6,420
Previous 5,600 14.64%
Holding current value
$611,697
Previous $473 Million 25.64%
% of portfolio
0.31%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$79.31 - $93.31 $65,034 - $76,514
820 Added 14.64%
6,420 $594 Million
Q1 2024

Apr 30, 2024
SELL
$72.87 - $85.14 $29,148 - $34,056
-400 Reduced 6.67%
5,600 $473 Million
Q4 2023

Feb 12, 2024
BUY
$65.78 - $75.4 $394,680 - $452,400
6,000 New
6,000 $451 Million

Others Institutions Holding IVW

# of Institutions
1,758
Shares Held
430M
Call Options Held
281K
Put Options Held
217K
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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