Steel Peak Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 312,583 shares of IVW stock, worth $31.1 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
312,583
Previous 324,159 3.57%
Holding current value
$31.1 Million
Previous $30 Million 0.23%
% of portfolio
1.33%
Previous 1.41%

Shares

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

Oct 25, 2024
SELL
$84.77 - $97.13 $981,297 - $1.12 Million
-11,576 Reduced 3.57%
312,583 $29.9 Million
Q2 2024

Jul 16, 2024
BUY
$79.31 - $93.31 $10.6 Million - $12.5 Million
134,087 Added 70.55%
324,159 $30 Million
Q1 2024

Apr 17, 2024
BUY
$72.87 - $85.14 $8.82 Million - $10.3 Million
121,065 Added 175.44%
190,072 $16 Million
Q4 2023

Jan 23, 2024
BUY
$65.78 - $75.4 $136,822 - $156,832
2,080 Added 3.11%
69,007 $5.18 Million
Q3 2023

Nov 02, 2023
BUY
$68.05 - $72.66 $4.55 Million - $4.86 Million
66,927 New
66,927 $4.58 Million

Others Institutions Holding IVW

# of Institutions
1,816
Shares Held
414M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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