Rockbridge Investment Management, Lcc Ishares S&P 500 Growth ETF Transaction History

Rockbridge Investment Management, Lcc

  • $705 Billion
  • Q2 2024

A detailed history of Rockbridge Investment Management, Lcc transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 2,654 shares of IVW stock, worth $252,873. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,654
Previous 2,815 5.72%
Holding current value
$252,873
Previous $238 Million 3.32%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$79.31 - $93.31 $12,768 - $15,022
-161 Reduced 5.72%
2,654 $246 Million
Q4 2023

Feb 14, 2024
BUY
$65.78 - $75.4 $16,773 - $19,227
255 Added 9.96%
2,815 $211 Million
Q3 2022

May 28, 2024
SELL
$57.85 - $71.43 $162,847 - $201,075
-2,815 Closed
0 $0
Q4 2020

Mar 04, 2021
BUY
$56.17 - $63.82 $125,820 - $142,956
2,240 Added 700.0%
2,560 $163,000
Q2 2020

Aug 20, 2020
BUY
$39.5 - $52.48 $12,640 - $16,793
320 New
320 $66,000

Others Institutions Holding IVW

# of Institutions
1,758
Shares Held
430M
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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