Plante Moran Financial Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Plante Moran Financial Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 5,084 shares of IVW stock, worth $518,618. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,084

Previous 4,957 2.56%

Holding current value

$518,618

Previous $474,000 8.86%

% of portfolio

0.04%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$94.43 - $105.47 $11,992 - $13,394	127 Added 2.56%	5,084 $516,000
Q2 2024 Aug 12, 2024	SELL	$79.31 - $93.31 $154,733 - $182,047	-1,951 Reduced 28.24%	4,957 $458,000
Q1 2024 May 09, 2024	BUY	$72.87 - $85.14 $69,736 - $81,478	957 Added 16.08%	6,908 $583,000
Q4 2023 Feb 05, 2024	BUY	$65.78 - $75.4 $231,611 - $265,483	3,521 Added 144.9%	5,951 $446,000
Q3 2023 Nov 07, 2023	BUY	$68.05 - $72.66 $5,375 - $5,740	79 Added 3.36%	2,430 $166,000
Q2 2023 Aug 07, 2023	BUY	$63.21 - $70.48 $4,361 - $4,863	69 Added 3.02%	2,351 $165,000
Q4 2022 Feb 09, 2023	SELL	$56.73 - $63.56 $146,533 - $164,175	-2,583 Reduced 53.09%	2,282 $133,000
Q3 2022 Nov 02, 2022	BUY	$57.85 - $71.43 $131,550 - $162,431	2,274 Added 87.77%	4,865 $281,000
Q2 2022 Aug 02, 2022	BUY	$58.13 - $77.8 $17,962 - $24,040	309 Added 13.54%	2,591 $156,000
Q1 2022 May 06, 2022	SELL	$68.33 - $84.32 $50,700 - $62,565	-742 Reduced 24.54%	2,282 $174,000
Q1 2021 May 13, 2021	SELL	$61.43 - $67.25 $239,085 - $261,737	-3,892 Reduced 56.28%	3,024 $197,000
Q4 2020 Feb 09, 2021	BUY	$56.17 - $63.82 $277,198 - $314,951	4,935 Added 249.12%	6,916 $441,000
Q3 2020 Nov 12, 2020	BUY	$52.42 - $62.43 $72,549 - $86,403	1,384 Added 231.83%	1,981 $458,000
Q1 2020 May 07, 2020	BUY	$36.14 - $52.65 $4,589 - $6,686	127 Added 27.02%	597 $99,000
Q4 2019 Feb 14, 2020	SELL	$43.72 - $48.62 $5,989 - $6,660	-137 Reduced 22.57%	470 $91,000
Q1 2019 May 13, 2019	SELL	$36.63 - $43.33 $7,326 - $8,666	-200 Reduced 24.78%	607 $105,000
Q4 2018 Jan 29, 2019	BUY	$35.15 - $44.43 $7,030 - $8,886	200 Added 32.95%	807 $122,000
Q2 2018 Jul 26, 2018	SELL	$37.83 - $42.01 $1,324 - $1,470	-35 Reduced 5.45%	607 $99,000
Q1 2018 May 01, 2018	BUY	$37.4 - $41.49 $1,309 - $1,452	35 Added 5.77%	642 $100,000
Q3 2017 Nov 08, 2017	BUY	$35.46 - $35.85 $21,524 - $21,760	607	607 $87,000

Others Institutions Holding IVW

# of Institutions

2,003

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Plante Moran Financial Advisors, LLC Ishares S&P 500 Growth ETF Transaction History