A detailed history of Segment Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Segment Wealth Management, LLC holds 5,222 shares of IVW stock, worth $538,649. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,222
Previous 5,222 -0.0%
Holding current value
$538,649
Previous $483,000 3.52%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 22, 2024

BUY
$79.31 - $93.31 $26,172 - $30,792
330 Added 6.75%
5,222 $483,000
Q1 2024

Apr 24, 2024

BUY
$72.87 - $85.14 $48,094 - $56,192
660 Added 15.6%
4,892 $413,000
Q4 2021

Jan 24, 2022

BUY
$73.18 - $84.81 $309,697 - $358,915
4,232 New
4,232 $354,000
Q4 2019

Jan 23, 2020

SELL
$43.72 - $48.62 $53,863 - $59,899
-1,232 Closed
0 $0
Q3 2019

Oct 22, 2019

BUY
$43.49 - $46.27 $53,579 - $57,004
1,232 New
1,232 $222,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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