Stockman Wealth Management, Inc. Ishares S&P 500 Growth ETF Transaction History

Stockman Wealth Management, Inc.

$623 Million
Q3 2024

A detailed history of Stockman Wealth Management, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 10,493 shares of IVW stock, worth $1.08 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

10,493

Previous 10,493 -0.0%

Holding current value

$1.08 Million

Previous $971,000 3.4%

% of portfolio

0.16%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$79.31 - $93.31 $2,141 - $2,519	27 Added 0.26%	10,493 $971,000
Q3 2023 Oct 31, 2023	SELL	$68.05 - $72.66 $680 - $726	-10 Reduced 0.1%	10,466 $716,000
Q2 2022 Jul 28, 2022	SELL	$58.13 - $77.8 $5,813 - $7,780	-100 Reduced 0.95%	10,476 $632,000
Q1 2021 May 05, 2021	BUY	$61.43 - $67.25 $34,400 - $37,660	560 Added 5.59%	10,576 $689,000
Q4 2020 Feb 08, 2021	BUY	$56.17 - $63.82 $421,949 - $479,415	7,512 Added 300.0%	10,016 $639,000
Q4 2018 Feb 08, 2019	BUY	$35.15 - $44.43 $3,655 - $4,620	104 Added 4.33%	2,504 $377,000
Q3 2017 Nov 14, 2017	BUY	$35.46 - $35.85 $85,104 - $86,040	2,400	2,400 $344,000

Others Institutions Holding IVW

# of Institutions

1,824

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stockman Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stockman Wealth Management, Inc. with notifications on news.

Account

Stockman Wealth Management, Inc. Ishares S&P 500 Growth ETF Transaction History