Slate Stone Wealth, LLC Ishares S&P 500 Growth ETF Transaction History

Slate Stone Wealth, LLC

  • $996 Million
  • Q1 2024

A detailed history of Slate Stone Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 12,351 shares of IVW stock, worth $1.19 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,351
Previous 12,551 1.59%
Holding current value
$1.19 Million
Previous $943,000 10.6%
% of portfolio
0.1%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$72.87 - $85.14 $14,574 - $17,028
-200 Reduced 1.59%
12,351 $1.04 Million
Q4 2023

Feb 01, 2024
BUY
$65.78 - $75.4 $556,959 - $638,411
8,467 Added 207.32%
12,551 $943,000
Q2 2023

Aug 07, 2023
BUY
$63.21 - $70.48 $258,149 - $287,840
4,084 New
4,084 $288,000

Others Institutions Holding IVW

# of Institutions
1,679
Shares Held
384M
Call Options Held
379K
Put Options Held
363K
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 Slate Stone Wealth, LLC Portfolio

Follow Slate Stone Wealth, 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 Slate Stone Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Slate Stone Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email