Shakespeare Wealth Management, Inc. Ishares S&P 500 Growth ETF Transaction History

Shakespeare Wealth Management, Inc.

  • $371 Million
  • Q1 2025

A detailed history of Shakespeare Wealth Management, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 3,884 shares of IVW stock, worth $408,208. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,884
Previous 3,945 1.55%
Holding current value
$408,208
Previous $400,000 10.0%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$92.45 - $106.69 $5,639 - $6,508
-61 Reduced 1.55%
3,884 $360,000
Q4 2024

Feb 13, 2025
BUY
$94.43 - $105.47 $1,133 - $1,265
12 Added 0.31%
3,945 $400,000
Q3 2024

Nov 14, 2024
BUY
$84.77 - $97.13 $333,400 - $382,012
3,933 New
3,933 $376,000

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
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