Strata Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Strata Wealth Advisors, LLC

  • $290 Billion
  • Q2 2024

A detailed history of Strata Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 5,755 shares of IVW stock, worth $580,276. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,755
Previous 5,760 0.09%
Holding current value
$580,276
Previous $486 Million 9.49%
% of portfolio
0.18%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$79.31 - $93.31 $396 - $466
-5 Reduced 0.09%
5,755 $533 Million
Q1 2024

Apr 17, 2024
SELL
$72.87 - $85.14 $42,628 - $49,806
-585 Reduced 9.22%
5,760 $486 Million
Q4 2023

Jan 31, 2024
SELL
$65.78 - $75.4 $20,391 - $23,374
-310 Reduced 4.66%
6,345 $477 Million
Q3 2023

Oct 26, 2023
SELL
$68.05 - $72.66 $2,109 - $2,252
-31 Reduced 0.46%
6,655 $455 Million
Q1 2023

May 10, 2023
SELL
$57.25 - $63.89 $83,699 - $93,407
-1,462 Reduced 17.94%
6,686 $427 Million
Q4 2022

Apr 28, 2023
BUY
$56.73 - $63.56 $462,236 - $517,886
8,148 New
8,148 $477 Million

Others Institutions Holding IVW

# of Institutions
1,795
Shares Held
422M
Call Options Held
280K
Put Options Held
217K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Strata Wealth Advisors, LLC Portfolio

Follow Strata Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strata Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strata Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email