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

Stone Point Wealth LLC

  • $294 Million
  • Q4 2024

A detailed history of Stone Point Wealth LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 4,516 shares of IVW stock, worth $428,207. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,516
Previous 4,523 0.15%
Holding current value
$428,207
Previous $433,000 5.77%
% of portfolio
0.16%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$94.43 - $105.47 $661 - $738
-7 Reduced 0.15%
4,516 $458,000
Q3 2024

Oct 31, 2024
SELL
$84.77 - $97.13 $5,764 - $6,604
-68 Reduced 1.48%
4,523 $433,000
Q2 2024

Jul 30, 2024
SELL
$79.31 - $93.31 $9,120 - $10,730
-115 Reduced 2.44%
4,591 $424,000
Q1 2024

May 01, 2024
SELL
$72.87 - $85.14 $10,930 - $12,771
-150 Reduced 3.09%
4,706 $397,000
Q4 2023

Jan 26, 2024
BUY
$65.78 - $75.4 $12,695 - $14,552
193 Added 4.14%
4,856 $364,000
Q3 2023

Oct 25, 2023
BUY
$68.05 - $72.66 $15,991 - $17,075
235 Added 5.31%
4,663 $319,000
Q2 2023

Jul 25, 2023
SELL
$63.21 - $70.48 $6,321 - $7,048
-100 Reduced 2.21%
4,428 $312,000
Q4 2022

Jan 20, 2023
SELL
$56.73 - $63.56 $14,182 - $15,890
-250 Reduced 5.23%
4,528 $0
Q3 2022

Nov 03, 2022
SELL
$57.85 - $71.43 $7,057 - $8,714
-122 Reduced 2.49%
4,778 $276,000
Q2 2022

Jul 19, 2022
SELL
$58.13 - $77.8 $2,906 - $3,890
-50 Reduced 1.01%
4,900 $295,000
Q1 2022

Apr 29, 2022
BUY
$68.33 - $84.32 $338,233 - $417,383
4,950 New
4,950 $379,000

Others Institutions Holding IVW

# of Institutions
2,010
Shares Held
428M
Call Options Held
183K
Put Options Held
101K
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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