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

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

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 24,088 shares of IVW stock, worth $2.76 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

24,088

Previous 23,415 2.87%

Holding current value

$2.76 Million

Previous $2.38 Million 5.93%

% of portfolio

0.26%

Previous 0.25%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$92.45 - $106.69 $62,218 - $71,802	673 Added 2.87%	24,088 $2.24 Million
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

2,069

Shares Held

420M

Call Options Held

196K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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