Org Partners LLC Ishares S&P 500 Growth ETF Transaction History

Org Partners LLC

$644 Million
Q2 2024

A detailed history of Org Partners LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Org Partners LLC holds 7,427 shares of IVW stock, worth $707,644. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,427

Holding current value

$707,644

% of portfolio

0.11%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	BUY	$79.31 - $93.31 $589,035 - $693,013	7,427 New	7,427 $687,000
Q4 2023 Jan 29, 2024	BUY	$65.78 - $75.4 $197,668 - $226,577	3,005 Added 126.1%	5,388 $404,000
Q3 2023 Nov 03, 2023	SELL	$68.05 - $72.66 $199,114 - $212,603	-2,926 Reduced 55.11%	2,383 $2.38 Million
Q2 2023 Jul 25, 2023	BUY	$63.21 - $70.48 $335,581 - $374,178	5,309 New	5,309 $374 Million

Others Institutions Holding IVW

# of Institutions

1,758

Shares Held

430M

Call Options Held

281K

Put Options Held

217K

Envestnet Asset Management Inc

49M
Shares

$4.67 Billion
1.61% of portfolio
Jpmorgan Chase & CO New York, NY

47.7M
Shares

$4.54 Billion
0.39% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$3.18 Billion
0.24% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$1.82 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

15.5M
Shares

$1.48 Billion
0.35% of portfolio

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 Org Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Partners LLC with notifications on news.

Account