A detailed history of Regimen Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 20,637 shares of IVW stock, worth $2.12 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
20,637
Previous 20,855 1.05%
Holding current value
$2.12 Million
Previous $1.93 Billion 2.41%
% of portfolio
0.64%
Previous 0.66%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$84.77 - $97.13 $18,479 - $21,174
-218 Reduced 1.05%
20,637 $1.98 Billion
Q2 2024

Aug 14, 2024

BUY
$79.31 - $93.31 $981,302 - $1.15 Million
12,373 Added 145.87%
20,855 $1.93 Billion
Q1 2024

May 14, 2024

SELL
$72.87 - $85.14 $21,350 - $24,946
-293 Reduced 3.34%
8,482 $716 Million
Q4 2023

Feb 13, 2024

BUY
$65.78 - $75.4 $10,459 - $11,988
159 Added 1.85%
8,775 $659 Million
Q3 2023

Nov 13, 2023

BUY
$68.05 - $72.66 $586,318 - $626,038
8,616 New
8,616 $590 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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