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

Shelton Wealth Management, LLC

$188 Million
Q4 2024

A detailed history of Shelton Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 2,993 shares of IVW stock, worth $313,786. This represents 0.16% of its overall portfolio holdings.

Number of Shares

2,993

Previous 2,992 0.03%

Holding current value

$313,786

Previous $286,000 5.94%

% of portfolio

0.16%

Previous 0.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$94.43 - $105.47 $94 - $105	1 Added 0.03%	2,993 $303,000
Q3 2024 Oct 21, 2024	BUY	$84.77 - $97.13 $84 - $97	1 Added 0.03%	2,992 $286,000
Q2 2024 Jul 23, 2024	SELL	$79.31 - $93.31 $10,944 - $12,876	-138 Reduced 4.41%	2,991 $276,000
Q1 2024 May 14, 2024	SELL	$72.87 - $85.14 $39,131 - $45,720	-537 Reduced 14.65%	3,129 $264,000
Q4 2023 Feb 14, 2024	BUY	$65.78 - $75.4 $394 - $452	6 Added 0.16%	3,666 $275,000
Q3 2023 Nov 01, 2023	SELL	$68.05 - $72.66 $21,299 - $22,742	-313 Reduced 7.88%	3,660 $250,000
Q2 2023 Aug 01, 2023	BUY	$63.21 - $70.48 $126 - $140	2 Added 0.05%	3,973 $280,000
Q1 2023 May 08, 2023	BUY	$57.25 - $63.89 $7,786 - $8,689	136 Added 3.55%	3,971 $253,000
Q4 2022 Feb 09, 2023	BUY	$56.73 - $63.56 $113 - $127	2 Added 0.05%	3,835 $224,000
Q3 2022 Nov 08, 2022	BUY	$57.85 - $71.43 $115 - $142	2 Added 0.05%	3,833 $222,000
Q2 2022 Jul 28, 2022	BUY	$58.13 - $77.8 $4,766 - $6,379	82 Added 2.19%	3,831 $231,000
Q1 2022 May 10, 2022	BUY	$68.33 - $84.32 $4,851 - $5,986	71 Added 1.93%	3,749 $286,000
Q4 2021 Jan 26, 2022	BUY	$73.18 - $84.81 $269,156 - $311,931	3,678 New	3,678 $308,000

Others Institutions Holding IVW

# of Institutions

1,863

Shares Held

416M

Call Options Held

355K

Put Options Held

483K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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