A detailed history of Smith Chas P & Associates Pa Cpas transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Smith Chas P & Associates Pa Cpas holds 6,084 shares of IVW stock, worth $572,017. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,084
Previous 5,832 4.32%
Holding current value
$572,017
Previous $438,000 17.12%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 25, 2024

BUY
$72.87 - $85.14 $18,363 - $21,455
252 Added 4.32%
6,084 $513,000
Q4 2023

Feb 01, 2024

BUY
$65.78 - $75.4 $65 - $75
1 Added 0.02%
5,832 $438,000
Q3 2023

Nov 02, 2023

BUY
$68.05 - $72.66 $73,153 - $78,109
1,075 Added 22.6%
5,831 $399,000
Q2 2023

Jul 31, 2023

BUY
$63.21 - $70.48 $8,596 - $9,585
136 Added 2.94%
4,756 $335,000
Q1 2023

Apr 27, 2023

SELL
$57.25 - $63.89 $1,087 - $1,213
-19 Reduced 0.41%
4,620 $295,000
Q4 2022

Jan 12, 2023

SELL
$56.99 - $63.56 $2,279 - $2,542
-40 Reduced 0.85%
4,639 $271,000
Q3 2022

Nov 22, 2022

BUY
$59.8 - $71.43 $59 - $71
1 Added 0.02%
4,679 $271,000
Q2 2021

Jul 23, 2021

BUY
$65.96 - $72.81 $16,951 - $18,712
257 Added 5.81%
4,678 $340,000
Q4 2020

Feb 10, 2021

BUY
$56.17 - $63.82 $186,259 - $211,627
3,316 Added 300.09%
4,421 $282,000
Q2 2020

Aug 13, 2020

BUY
$39.5 - $52.48 $43,647 - $57,990
1,105 New
1,105 $229,000
Q1 2020

May 11, 2020

SELL
$36.14 - $52.65 $43,584 - $63,495
-1,206 Closed
0 $0
Q4 2019

Feb 04, 2020

SELL
$43.72 - $48.62 $43 - $48
-1 Reduced 0.08%
1,206 $234,000
Q1 2019

May 08, 2019

BUY
$36.63 - $43.33 $44,212 - $52,299
1,207 New
1,207 $208,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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