Rtd Financial Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History

Rtd Financial Advisors, Inc.

$789 Million
Q3 2024

A detailed history of Rtd Financial Advisors, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 41,521 shares of IVW stock, worth $4.27 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

41,521

Previous 44,966 7.66%

Holding current value

$4.27 Million

Previous $4.16 Million 4.47%

% of portfolio

0.5%

Previous 0.56%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$84.77 - $97.13 $292,032 - $334,612	-3,445 Reduced 7.66%	41,521 $3.98 Million
Q2 2024 Jul 22, 2024	SELL	$79.31 - $93.31 $326,519 - $384,157	-4,117 Reduced 8.39%	44,966 $4.16 Million
Q1 2024 Apr 19, 2024	SELL	$72.87 - $85.14 $255,190 - $298,160	-3,502 Reduced 6.66%	49,083 $4.14 Million
Q4 2023 Jan 17, 2024	SELL	$65.78 - $75.4 $88,079 - $100,960	-1,339 Reduced 2.48%	52,585 $3.95 Million
Q3 2023 Oct 19, 2023	BUY	$68.05 - $72.66 $264,374 - $282,284	3,885 Added 7.76%	53,924 $3.69 Million
Q2 2023 Jul 13, 2023	SELL	$63.21 - $70.48 $56,825 - $63,361	-899 Reduced 1.76%	50,039 $3.53 Million
Q1 2023 Apr 18, 2023	SELL	$57.25 - $63.89 $76,543 - $85,420	-1,337 Reduced 2.56%	50,938 $3.25 Million
Q4 2022 Jan 24, 2023	SELL	$56.73 - $63.56 $113,460 - $127,120	-2,000 Reduced 3.68%	52,275 $0
Q3 2022 Oct 12, 2022	SELL	$57.85 - $71.43 $343,860 - $424,579	-5,944 Reduced 9.87%	54,275 $3.14 Million
Q2 2022 Jul 21, 2022	BUY	$58.13 - $77.8 $1.24 Million - $1.66 Million	21,299 Added 54.73%	60,219 $3.63 Million
Q1 2022 May 03, 2022	BUY	$68.33 - $84.32 $729,696 - $900,453	10,679 Added 37.81%	38,920 $2.97 Million
Q4 2021 May 02, 2022	BUY	$73.18 - $84.81 $2.07 Million - $2.4 Million	28,241 New	28,241 $2.36 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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Rtd Financial Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History