A detailed history of Steph & CO transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Steph & CO holds 3,167 shares of IVW stock, worth $303,398. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,167
Previous 3,009 5.25%
Holding current value
$303,398
Previous $278,000 8.99%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 15, 2024

BUY
$84.77 - $97.13 $13,393 - $15,346
158 Added 5.25%
3,167 $303,000
Q4 2023

Jan 31, 2024

SELL
$65.78 - $75.4 $43,612 - $49,990
-663 Reduced 18.06%
3,009 $225,000
Q1 2021

Apr 16, 2021

SELL
$61.43 - $67.25 $112,294 - $122,933
-1,828 Reduced 33.24%
3,672 $239,000
Q4 2020

Jan 29, 2021

BUY
$56.17 - $63.82 $231,701 - $263,257
4,125 Added 300.0%
5,500 $351,000
Q3 2020

Oct 27, 2020

SELL
$52.42 - $62.43 $6,552 - $7,803
-125 Reduced 8.33%
1,375 $318,000
Q1 2020

Apr 14, 2020

SELL
$36.14 - $52.65 $46,259 - $67,392
-1,280 Reduced 46.04%
1,500 $248,000
Q4 2019

Feb 24, 2020

BUY
$43.72 - $48.62 $121,541 - $135,163
2,780 New
2,780 $538,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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