Peterson Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Peterson Wealth Advisors, LLC

$480 Million
Q3 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 60,026 shares of IVW stock, worth $6.3 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

60,026

Previous 61,904 3.03%

Holding current value

$6.3 Million

Previous $5.73 Million 0.33%

% of portfolio

1.2%

Previous 1.29%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$84.77 - $97.13 $159,198 - $182,410	-1,878 Reduced 3.03%	60,026 $5.75 Million
Q2 2024 Jul 18, 2024	SELL	$79.31 - $93.31 $10,151 - $11,943	-128 Reduced 0.21%	61,904 $5.73 Million
Q1 2024 Apr 15, 2024	BUY	$72.87 - $85.14 $1,093 - $1,277	15 Added 0.02%	62,032 $5.24 Million
Q4 2023 Jan 10, 2024	BUY	$65.78 - $75.4 $3,420 - $3,920	52 Added 0.08%	62,017 $4.66 Million
Q3 2023 Oct 05, 2023	BUY	$68.05 - $72.66 $3,606 - $3,850	53 Added 0.09%	61,965 $4.24 Million
Q2 2023 Jul 13, 2023	SELL	$63.21 - $70.48 $55,561 - $61,951	-879 Reduced 1.4%	61,912 $4.36 Million
Q1 2023 Apr 06, 2023	BUY	$57.25 - $63.89 $45,742 - $51,048	799 Added 1.29%	62,791 $4.01 Million
Q4 2022 Jan 20, 2023	BUY	$56.73 - $63.56 $29,783 - $33,369	525 Added 0.85%	61,992 $0
Q3 2022 Oct 17, 2022	SELL	$57.85 - $71.43 $26,726 - $33,000	-462 Reduced 0.75%	61,467 $3.56 Million
Q2 2022 Jul 21, 2022	BUY	$58.13 - $77.8 $12,556 - $16,804	216 Added 0.35%	61,929 $3.74 Million
Q1 2022 Apr 21, 2022	BUY	$68.33 - $84.32 $12,982 - $16,020	190 Added 0.31%	61,713 $4.71 Million
Q4 2021 Jan 25, 2022	SELL	$73.18 - $84.81 $24,881 - $28,835	-340 Reduced 0.55%	61,523 $5.15 Million
Q3 2021 Oct 21, 2021	SELL	$72.99 - $79.0 $18,466 - $19,987	-253 Reduced 0.41%	61,863 $4.57 Million
Q2 2021 Aug 02, 2021	BUY	$65.96 - $72.81 $1,583 - $1,747	24 Added 0.04%	62,116 $4.52 Million
Q1 2021 Apr 28, 2021	BUY	$61.43 - $67.25 $70,705 - $77,404	1,151 Added 1.89%	62,092 $4.04 Million
Q4 2020 Jan 25, 2021	BUY	$56.17 - $63.82 $2.57 Million - $2.92 Million	45,697 Added 299.77%	60,941 $3.89 Million
Q3 2020 Oct 20, 2020	SELL	$52.42 - $62.43 $733 - $874	-14 Reduced 0.09%	15,244 $3.52 Million
Q2 2020 Jul 20, 2020	BUY	$39.5 - $52.48 $195,683 - $259,985	4,954 Added 48.08%	15,258 $3.17 Million
Q1 2020 Apr 21, 2020	BUY	$36.14 - $52.65 $47,885 - $69,761	1,325 Added 14.76%	10,304 $1.7 Million
Q4 2019 Jan 23, 2020	SELL	$43.72 - $48.62 $3,366 - $3,743	-77 Reduced 0.85%	8,979 $1.74 Million
Q3 2019 Oct 17, 2019	BUY	$43.49 - $46.27 $2,087 - $2,220	48 Added 0.53%	9,056 $1.63 Million
Q2 2019 Jul 15, 2019	BUY	$41.95 - $45.26 $1,552 - $1,674	37 Added 0.41%	9,008 $1.62 Million
Q1 2019 Apr 16, 2019	BUY	$36.63 - $43.33 $39,816 - $47,099	1,087 Added 13.79%	8,971 $1.58 Million
Q4 2018 Jan 29, 2019	SELL	$35.15 - $44.43 $11,212 - $14,173	-319 Reduced 3.89%	7,884 $1.19 Million
Q3 2018 Oct 17, 2018	SELL	$40.58 - $44.29 $27,553 - $30,072	-679 Reduced 7.64%	8,203 $1.45 Million
Q2 2018 Jul 18, 2018	SELL	$37.83 - $42.01 $28,259 - $31,381	-747 Reduced 7.76%	8,882 $1.44 Million
Q1 2018 Apr 20, 2018	SELL	$37.4 - $41.49 $29,359 - $32,569	-785 Reduced 7.54%	9,629 $1.49 Million
Q4 2017 Mar 19, 2018	BUY	$35.95 - $38.73 $374,383 - $403,334	10,414	10,414 $1.59 Million

Others Institutions Holding IVW

# of Institutions

1,823

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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Peterson Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History