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 59,337 shares of IVW stock, worth $5.65 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
59,337
Previous 67,543 12.15%
Holding current value
$5.65 Million
Previous $5.7 Million 3.72%
% of portfolio
0.39%
Previous 0.46%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES S&P 500 GROWTH ETF


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