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

Strategic Family Wealth Counselors, L.L.C.

$293 Million
Q4 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 7,096 shares of IVW stock, worth $756,646. This represents 0.25% of its overall portfolio holdings.

Number of Shares

7,096

Previous 6,179 14.84%

Holding current value

$756,646

Previous $591,000 21.83%

% of portfolio

0.25%

Previous 0.21%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$94.43 - $105.47 $86,592 - $96,715	917 Added 14.84%	7,096 $720,000
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

1,984

Shares Held

429M

Call Options Held

287K

Put Options Held

96.1K

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 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.

Account

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