Sendero Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Sendero Wealth Management, LLC

  • $648 Million
  • Q1 2025

A detailed history of Sendero Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 16,294 shares of IVW stock, worth $1.69 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
16,294
Previous 16,294 -0.0%
Holding current value
$1.69 Million
Previous $1.65 Million 8.83%
% of portfolio
0.23%
Previous 0.26%

Shares

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

Jan 14, 2025
BUY
$94.43 - $105.47 $371,676 - $415,129
3,936 Added 31.85%
16,294 $1.65 Million
Q2 2024

Jul 12, 2024
SELL
$79.31 - $93.31 $19,827 - $23,327
-250 Reduced 1.98%
12,358 $1.14 Million
Q4 2023

Jan 17, 2024
BUY
$65.78 - $75.4 $180,368 - $206,746
2,742 Added 27.79%
12,608 $946,000
Q2 2023

Jul 20, 2023
BUY
$63.21 - $70.48 $623,629 - $695,355
9,866 New
9,866 $695,000

Others Institutions Holding IVW

# of Institutions
2,027
Shares Held
427M
Call Options Held
203K
Put Options Held
136K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Sendero Wealth Management, LLC Portfolio

Follow Sendero Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sendero Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sendero Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email