Ritholtz Wealth Management Ishares S&P 500 Growth ETF Transaction History

Ritholtz Wealth Management

  • $3.28 Billion
  • Q3 2024

A detailed history of Ritholtz Wealth Management transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Ritholtz Wealth Management holds 5,368 shares of IVW stock, worth $523,487. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,368
Previous 5,449 1.49%
Holding current value
$523,487
Previous $504,000 1.79%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 10, 2024
SELL
$84.77 - $97.13 $6,866 - $7,867
-81 Reduced 1.49%
5,368 $513,000
Q2 2024

Jul 31, 2024
BUY
$79.31 - $93.31 $114,285 - $134,459
1,441 Added 35.95%
5,449 $504,000
Q1 2024

Apr 24, 2024
SELL
$72.87 - $85.14 $18,581 - $21,710
-255 Reduced 5.98%
4,008 $338,000
Q4 2023

Jan 18, 2024
BUY
$65.78 - $75.4 $131 - $150
2 Added 0.05%
4,263 $320,000
Q3 2023

Oct 13, 2023
BUY
$68.05 - $72.66 $17,216 - $18,382
253 Added 6.31%
4,261 $291,000
Q1 2023

Apr 19, 2023
SELL
$57.25 - $63.89 $2,290 - $2,555
-40 Reduced 0.99%
4,008 $256,000
Q4 2022

Jan 18, 2023
SELL
$56.73 - $63.56 $343,783 - $385,173
-6,060 Reduced 59.95%
4,048 $0
Q3 2022

Oct 18, 2022
BUY
$57.85 - $71.43 $341,777 - $422,008
5,908 Added 140.67%
10,108 $585,000
Q2 2022

Jul 15, 2022
SELL
$58.13 - $77.8 $29,065 - $38,900
-500 Reduced 10.64%
4,200 $253,000
Q4 2021

Jan 18, 2022
SELL
$73.18 - $84.81 $15,001 - $17,386
-205 Reduced 4.18%
4,700 $393,000
Q3 2021

Oct 14, 2021
BUY
$72.99 - $79.0 $9,123 - $9,875
125 Added 2.62%
4,905 $363,000
Q2 2021

Jul 20, 2021
BUY
$65.96 - $72.81 $51,448 - $56,791
780 Added 19.5%
4,780 $348,000
Q1 2021

May 12, 2021
BUY
$61.43 - $67.25 $245,720 - $269,000
4,000 New
4,000 $260,000

Others Institutions Holding IVW

# of Institutions
1,765
Shares Held
428M
Call Options Held
281K
Put Options Held
217K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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