Strategic Family Wealth Counselors, L.L.C. Ishares S&P 500 Growth ETF Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $281 Million
  • Q3 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 6,179 shares of IVW stock, worth $640,020. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,179
Previous 4,720 30.91%
Holding current value
$640,020
Previous $436,000 35.55%
% of portfolio
0.21%
Previous 0.17%

Shares

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

Oct 31, 2024
BUY
$84.77 - $97.13 $123,679 - $141,712
1,459 Added 30.91%
6,179 $591,000
Q2 2024

Aug 14, 2024
BUY
$79.31 - $93.31 $126,816 - $149,202
1,599 Added 51.23%
4,720 $436,000
Q1 2024

May 14, 2024
BUY
$72.87 - $85.14 $227,427 - $265,721
3,121 New
3,121 $263,000

Others Institutions Holding IVW

# of Institutions
1,825
Shares Held
417M
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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