A detailed history of Signature Wealth Management Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 95,487 shares of IVW stock, worth $9.81 Million. This represents 6.65% of its overall portfolio holdings.

Number of Shares
95,487
Previous 96,579 1.13%
Holding current value
$9.81 Million
Previous $8.94 Million 2.29%
% of portfolio
6.65%
Previous 6.81%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$84.77 - $97.13 $92,568 - $106,065
-1,092 Reduced 1.13%
95,487 $9.14 Million
Q2 2024

Jul 15, 2024

BUY
$79.31 - $93.31 $95,727 - $112,625
1,207 Added 1.27%
96,579 $8.94 Million
Q1 2024

Apr 26, 2024

SELL
$72.87 - $85.14 $73,598 - $85,991
-1,010 Reduced 1.05%
95,372 $8.05 Million
Q4 2023

Jan 19, 2024

BUY
$65.78 - $75.4 $105,708 - $121,167
1,607 Added 1.7%
96,382 $7.24 Million
Q3 2023

Oct 23, 2023

SELL
$68.05 - $72.66 $69,751 - $74,476
-1,025 Reduced 1.07%
94,775 $6.48 Million
Q2 2023

Jul 24, 2023

BUY
$63.21 - $70.48 $603,718 - $673,154
9,551 Added 11.07%
95,800 $6.75 Million
Q1 2023

May 02, 2023

SELL
$57.25 - $63.89 $32,518 - $36,289
-568 Reduced 0.65%
86,249 $5.51 Million
Q4 2022

Feb 03, 2023

BUY
$56.73 - $63.56 $530,028 - $593,841
9,343 Added 12.06%
86,817 $5.08 Million
Q3 2022

Nov 01, 2022

BUY
$57.85 - $71.43 $592,326 - $731,371
10,239 Added 15.23%
77,474 $4.48 Million
Q2 2022

Jul 22, 2022

BUY
$58.13 - $77.8 $204,966 - $274,322
3,526 Added 5.53%
67,235 $4.06 Million
Q1 2022

May 10, 2022

BUY
$68.33 - $84.32 $462,867 - $571,183
6,774 Added 11.9%
63,709 $4.87 Million
Q4 2021

Jan 19, 2022

BUY
$73.18 - $84.81 $80,351 - $93,121
1,098 Added 1.97%
56,935 $4.76 Million
Q3 2021

Oct 20, 2021

BUY
$72.99 - $79.0 $5,620 - $6,083
77 Added 0.14%
55,837 $4.13 Million
Q2 2021

Jul 29, 2021

SELL
$65.96 - $72.81 $14,445 - $15,945
-219 Reduced 0.39%
55,760 $4.06 Million
Q1 2021

May 14, 2021

BUY
$61.43 - $67.25 $13,084 - $14,324
213 Added 0.38%
55,979 $3.65 Million
Q4 2020

Feb 16, 2021

BUY
$56.17 - $63.82 $3.13 Million - $3.56 Million
55,766 New
55,766 $3.56 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 Signature Wealth Management Partners, LLC Portfolio

Follow Signature Wealth Management Partners, 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 Signature Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Wealth Management Partners, LLC with notifications on news.