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

Principle Wealth Partners LLC

$1.25 Billion
Q2 2024

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 $518,708. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,319

Previous 5,319 -0.0%

Holding current value

$518,708

Previous $449,000 9.58%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,765

Shares Held

428M

Call Options Held

281K

Put Options Held

217K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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