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 $645,581. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,179
Previous 4,720 30.91%
Holding current value
$645,581
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
1,891
Shares Held
417M
Call Options Held
355K
Put Options Held
483K
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 Strategic Family Wealth Counselors, L.L.C. Portfolio

Follow Strategic Family Wealth Counselors, L.L.C. 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 Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email