A detailed history of Osborne Partners Capital Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Osborne Partners Capital Management, LLC holds 3,609 shares of IVW stock, worth $370,860. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,609
Previous 2,166 66.62%
Holding current value
$370,860
Previous $200,000 72.5%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$84.77 - $97.13 $122,323 - $140,158
1,443 Added 66.62%
3,609 $345,000
Q2 2024

Jul 22, 2024

SELL
$79.31 - $93.31 $25,299 - $29,765
-319 Reduced 12.84%
2,166 $200,000
Q1 2024

Apr 25, 2024

BUY
$72.87 - $85.14 $181,081 - $211,572
2,485 New
2,485 $209,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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