A detailed history of Quotient Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 61,810 shares of IVW stock, worth $5.72 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
61,810
Previous 72,299 14.51%
Holding current value
$5.72 Million
Previous $5.43 Billion 3.88%
% of portfolio
0.19%
Previous 0.21%

Shares

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

May 14, 2024

SELL
$72.87 - $85.14 $764,333 - $893,033
-10,489 Reduced 14.51%
61,810 $5.22 Billion
Q4 2023

Feb 07, 2024

BUY
$65.78 - $75.4 $4.76 Million - $5.45 Million
72,299 New
72,299 $5.43 Billion

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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

Track Quotient Wealth Partners, LLC Portfolio

Follow Quotient Wealth Partners, 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 Quotient Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quotient Wealth Partners, LLC with notifications on news.