Schechter Investment Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Schechter Investment Advisors, LLC

$997 Million
Q3 2024

A detailed history of Schechter Investment Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 23,415 shares of IVW stock, worth $2.44 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

23,415

Previous 23,415 -0.0%

Holding current value

$2.44 Million

Previous $2.17 Million 3.46%

% of portfolio

0.22%

Previous 0.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$79.31 - $93.31 $364,826 - $429,226	-4,600 Reduced 16.42%	23,415 $2.17 Million
Q1 2024 May 06, 2024	SELL	$72.87 - $85.14 $8,963 - $10,472	-123 Reduced 0.44%	28,015 $2.37 Million
Q4 2023 Jan 17, 2024	SELL	$65.78 - $75.4 $4,144 - $4,750	-63 Reduced 0.22%	28,138 $2.11 Million
Q3 2023 Nov 06, 2023	BUY	$68.05 - $72.66 $132,085 - $141,033	1,941 Added 7.39%	28,201 $1.93 Million
Q2 2023 Jul 26, 2023	SELL	$63.21 - $70.48 $8,343 - $9,303	-132 Reduced 0.5%	26,260 $1.85 Million
Q3 2022 Nov 04, 2022	SELL	$57.85 - $71.43 $11,396 - $14,071	-197 Reduced 0.74%	26,392 $1.53 Million
Q2 2022 Nov 03, 2022	BUY	$58.13 - $77.8 $1.55 Million - $2.07 Million	26,589 New	26,589 $1.61 Million
Q1 2022 Nov 18, 2022	BUY	$68.33 - $84.32 $13,461 - $16,611	197 Added 0.75%	26,589 $2.03 Million
Q4 2021 Dec 27, 2022	BUY	$73.18 - $84.81 $14,416 - $16,707	197 Added 0.75%	26,589 $2.23 Million

Others Institutions Holding IVW

# of Institutions

1,897

Shares Held

416M

Call Options Held

352K

Put Options Held

483K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.

Account

Schechter Investment Advisors, LLC Ishares S&P 500 Growth ETF Transaction History