Retirement Planning Group Ishares S&P 500 Growth ETF Transaction History

Retirement Planning Group

$1.58 Billion
Q3 2024

A detailed history of Retirement Planning Group transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Retirement Planning Group holds 75,439 shares of IVW stock, worth $7.75 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

75,439

Previous 59,337 27.14%

Holding current value

$7.75 Million

Previous $5.49 Million 31.54%

% of portfolio

0.46%

Previous 0.39%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$84.77 - $97.13 $1.36 Million - $1.56 Million	16,102 Added 27.14%	75,439 $7.22 Million
Q2 2024 Jul 12, 2024	SELL	$79.31 - $93.31 $650,817 - $765,701	-8,206 Reduced 12.15%	59,337 $5.49 Million
Q1 2024 Apr 12, 2024	BUY	$72.87 - $85.14 $428,621 - $500,793	5,882 Added 9.54%	67,543 $5.7 Million
Q4 2023 Jan 12, 2024	SELL	$65.78 - $75.4 $437,042 - $500,957	-6,644 Reduced 9.73%	61,661 $4.63 Million
Q3 2023 Oct 24, 2023	SELL	$68.05 - $72.66 $252,873 - $270,004	-3,716 Reduced 5.16%	68,305 $4.67 Million
Q2 2023 Jul 24, 2023	SELL	$63.21 - $70.48 $68,203 - $76,047	-1,079 Reduced 1.48%	72,021 $5.08 Million
Q1 2023 Apr 19, 2023	BUY	$57.25 - $63.89 $2.19 Million - $2.45 Million	38,301 Added 110.06%	73,100 $4.67 Million
Q4 2022 Jan 18, 2023	SELL	$56.73 - $63.56 $1.64 Million - $1.84 Million	-28,937 Reduced 45.4%	34,799 $0
Q3 2022 Oct 13, 2022	BUY	$57.85 - $71.43 $739,670 - $913,303	12,786 Added 25.1%	63,736 $3.69 Million
Q2 2022 Jul 13, 2022	BUY	$58.13 - $77.8 $2.96 Million - $3.96 Million	50,950 New	50,950 $3.08 Million

Others Institutions Holding IVW

# of Institutions

1,824

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Retirement Planning Group Ishares S&P 500 Growth ETF Transaction History