A detailed history of Shira Ridge Wealth Management transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 3,106 shares of IVW stock, worth $323,614. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,106
Previous 3,207 3.15%
Holding current value
$323,614
Previous $307 Million 2.7%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Jan 13, 2025

SELL
$94.43 - $105.47 $9,537 - $10,652
-101 Reduced 3.15%
3,106 $315 Million
Q3 2024

Oct 10, 2024

BUY
$84.77 - $97.13 $23,735 - $27,196
280 Added 9.57%
3,207 $307 Million
Q2 2024

Jul 11, 2024

BUY
$79.31 - $93.31 $232,140 - $273,118
2,927 New
2,927 $271 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Shira Ridge Wealth Management Portfolio

Follow Shira Ridge Wealth Management 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 Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.