Schrum Private Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History

Schrum Private Wealth Management LLC

  • $118 Million
  • Q4 2024

A detailed history of Schrum Private Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 3,052 shares of IVW stock, worth $315,668. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,052
Previous 5,862 47.94%
Holding current value
$315,668
Previous $561,000 44.92%
% of portfolio
0.26%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$94.43 - $105.47 $265,348 - $296,370
-2,810 Reduced 47.94%
3,052 $309,000
Q3 2024

Nov 05, 2024
BUY
$84.77 - $97.13 $279,571 - $320,334
3,298 Added 128.63%
5,862 $561,000
Q1 2024

May 02, 2024
BUY
$72.87 - $85.14 $186,838 - $218,298
2,564 New
2,564 $216,000
Q1 2022

May 05, 2022
SELL
$68.33 - $84.32 $163,992 - $202,367
-2,400 Closed
0 $0
Q4 2021

Mar 11, 2022
BUY
$73.18 - $84.81 $175,632 - $203,544
2,400 New
2,400 $201,000

Others Institutions Holding IVW

# of Institutions
1,999
Shares Held
428M
Call Options Held
183K
Put Options Held
101K
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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