A detailed history of Retirement Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Retirement Group, LLC holds 1,427 shares of IVW stock, worth $149,820. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,427
Previous 1,427 -0.0%
Holding current value
$149,820
Previous $107,000 12.15%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

SELL
$65.78 - $75.4 $6,578 - $7,540
-100 Reduced 6.55%
1,427 $107,000
Q1 2023

May 12, 2023

BUY
$57.25 - $63.89 $1,145 - $1,277
20 Added 1.33%
1,527 $98,000
Q4 2022

Feb 15, 2023

BUY
$56.73 - $63.56 $57,637 - $64,576
1,016 Added 206.92%
1,507 $88,000
Q3 2022

Nov 14, 2022

SELL
$57.85 - $71.43 $119,402 - $147,431
-2,064 Reduced 80.78%
491 $28,000
Q2 2022

Aug 04, 2022

BUY
$58.13 - $77.8 $59,060 - $79,044
1,016 Added 66.02%
2,555 $154,000
Q4 2021

Feb 09, 2022

BUY
$73.18 - $84.81 $4,098 - $4,749
56 Added 3.78%
1,539 $129,000
Q2 2021

Aug 17, 2021

SELL
$65.96 - $72.81 $2,572 - $2,839
-39 Reduced 2.56%
1,483 $108,000
Q1 2021

May 04, 2021

BUY
$61.43 - $67.25 $61 - $67
1 Added 0.07%
1,522 $99,000
Q4 2020

Feb 22, 2021

BUY
$56.17 - $63.82 $65,213 - $74,095
1,161 Added 322.5%
1,521 $97,000
Q3 2020

Nov 16, 2021

SELL
$52.42 - $62.43 $837,881 - $997,881
-15,984 Reduced 97.8%
360 $83,000
Q3 2020

Sep 08, 2021

BUY
$52.42 - $62.43 $837,881 - $997,881
15,984 Added 4440.0%
16,344 $5.49 Million
Q2 2020

Sep 08, 2021

BUY
$39.5 - $52.48 $197 - $262
5 Added 1.41%
360 $75,000
Q4 2019

Aug 30, 2021

BUY
$43.72 - $48.62 $15,520 - $17,260
355 New
355 $69,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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