A detailed history of Private Wealth Management Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 11,014 shares of IVW stock, worth $1.07 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
11,014
Previous 11,879 7.28%
Holding current value
$1.07 Million
Previous $892 Million 4.25%
% of portfolio
0.42%
Previous 0.44%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$72.87 - $85.14 $63,032 - $73,646
-865 Reduced 7.28%
11,014 $930 Million
Q4 2023

Feb 08, 2024

BUY
$65.78 - $75.4 $781,400 - $895,676
11,879 New
11,879 $892 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.