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

Private Wealth Advisors, LLC

$250 Million
Q4 2024

A detailed history of Private Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Private Wealth Advisors, LLC holds 71,914 shares of IVW stock, worth $6.82 Million. This represents 2.92% of its overall portfolio holdings.

Number of Shares

71,914

Previous 71,925 0.02%

Holding current value

$6.82 Million

Previous $6.89 Million 6.03%

% of portfolio

2.92%

Previous 2.69%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$94.43 - $105.47 $1,038 - $1,160	-11 Reduced 0.02%	71,914 $7.3 Million
Q3 2024 Nov 05, 2024	SELL	$84.77 - $97.13 $118,084 - $135,302	-1,393 Reduced 1.9%	71,925 $6.89 Million
Q2 2024 Jul 23, 2024	SELL	$79.31 - $93.31 $21,255 - $25,007	-268 Reduced 0.36%	73,318 $6.78 Million
Q1 2024 May 08, 2024	SELL	$72.87 - $85.14 $252,786 - $295,350	-3,469 Reduced 4.5%	73,586 $6.21 Million
Q4 2023 Jan 23, 2024	SELL	$65.78 - $75.4 $28,680 - $32,874	-436 Reduced 0.56%	77,055 $5.79 Million
Q3 2023 Oct 18, 2023	BUY	$68.05 - $72.66 $16,195 - $17,293	238 Added 0.31%	77,491 $5.3 Million
Q2 2023 Jul 20, 2023	SELL	$63.21 - $70.48 $19,911 - $22,201	-315 Reduced 0.41%	77,253 $5.44 Million
Q1 2023 Apr 24, 2023	SELL	$57.25 - $63.89 $56,334 - $62,867	-984 Reduced 1.25%	77,568 $4.96 Million
Q4 2022 Feb 13, 2023	SELL	$56.73 - $63.56 $36,080 - $40,424	-636 Reduced 0.8%	78,552 $4.6 Million
Q3 2022 Nov 14, 2022	BUY	$57.85 - $71.43 $9,950 - $12,285	172 Added 0.22%	79,188 $4.58 Million
Q2 2022 Aug 15, 2022	SELL	$58.13 - $77.8 $140,790 - $188,431	-2,422 Reduced 2.97%	79,016 $5.5 Million
Q1 2022 May 17, 2022	SELL	$68.33 - $84.32 $46,327 - $57,168	-678 Reduced 0.83%	81,438 $6.22 Million
Q4 2021 Feb 11, 2022	SELL	$73.18 - $84.81 $3,293 - $3,816	-45 Reduced 0.05%	82,116 $6.87 Million
Q3 2021 Dec 03, 2021	SELL	$72.99 - $79.0 $98,682 - $106,808	-1,352 Reduced 1.62%	82,161 $6.69 Million
Q1 2021 May 17, 2021	SELL	$61.43 - $67.25 $396,592 - $434,166	-6,456 Reduced 7.18%	83,513 $5.44 Million
Q4 2020 Feb 11, 2021	BUY	$56.17 - $63.82 $3.77 Million - $4.28 Million	67,088 Added 293.2%	89,969 $5.76 Million
Q3 2020 Nov 16, 2020	BUY	$52.42 - $62.43 $17,193 - $20,477	328 Added 1.45%	22,881 $5.29 Million
Q2 2020 Aug 13, 2020	SELL	$39.5 - $52.48 $573,066 - $761,379	-14,508 Reduced 39.15%	22,553 $4.68 Million
Q1 2020 May 14, 2020	SELL	$36.14 - $52.65 $345,715 - $503,649	-9,566 Reduced 20.52%	37,061 $6.12 Million
Q4 2019 Feb 12, 2020	SELL	$43.72 - $48.62 $194,991 - $216,845	-4,460 Reduced 8.73%	46,627 $9.03 Million
Q4 2019 Jan 31, 2020	BUY	$43.72 - $48.62 $9,662 - $10,745	221 Added 0.43%	51,087 $7.7 Million
Q3 2019 Nov 22, 2019	SELL	$43.49 - $46.27 $38,532 - $40,995	-886 Reduced 1.71%	50,866 $9.16 Million
Q1 2019 Nov 22, 2019	BUY	$36.63 - $43.33 $24,358 - $28,814	665 Added 1.3%	51,752 $8.92 Million
Q4 2018 Feb 03, 2020	BUY	$35.15 - $44.43 $1.8 Million - $2.27 Million	51,087 New	51,087 $7.7 Million

Others Institutions Holding IVW

# of Institutions

2,011

Shares Held

429M

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