Principle Wealth Partners LLC Ishares S&P 500 Growth ETF Transaction History

Principle Wealth Partners LLC

  • $1.3 Billion
  • Q1 2025

A detailed history of Principle Wealth Partners LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Principle Wealth Partners LLC holds 5,319 shares of IVW stock, worth $559,026. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,319
Previous 5,319 -0.0%
Holding current value
$559,026
Previous $540,000 8.7%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 02, 2023
SELL
$56.73 - $63.56 $12,764 - $14,301
-225 Reduced 4.06%
5,319 $311,000
Q3 2022

Nov 14, 2022
BUY
$57.85 - $71.43 $13,016 - $16,071
225 Added 4.23%
5,544 $321,000
Q1 2021

May 18, 2021
SELL
$61.43 - $67.25 $31,513 - $34,499
-513 Reduced 8.8%
5,319 $346,000
Q4 2020

Feb 16, 2021
BUY
$56.17 - $63.82 $245,687 - $279,148
4,374 Added 300.0%
5,832 $372,000
Q3 2020

Nov 16, 2020
BUY
$52.42 - $62.43 $25,738 - $30,653
491 Added 50.78%
1,458 $337,000
Q2 2020

Aug 14, 2020
BUY
$39.5 - $52.48 $38,196 - $50,748
967 New
967 $201,000

Others Institutions Holding IVW

# of Institutions
2,027
Shares Held
427M
Call Options Held
203K
Put Options Held
136K
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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