A detailed history of Strategic Wealth Investment Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 2,376 shares of IVW stock, worth $226,337. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,376
Holding current value
$226,337
% of portfolio
0.03%

Shares

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

Aug 13, 2024

BUY
$79.31 - $93.31 $188,440 - $221,704
2,376 New
2,376 $219,000
Q1 2023

Apr 24, 2023

SELL
$57.25 - $63.89 $385,235 - $429,915
-6,729 Reduced 55.95%
5,298 $338,000
Q1 2023

Apr 20, 2023

BUY
$57.25 - $63.89 $688,545 - $768,405
12,027 New
12,027 $768,000
Q4 2020

Jan 15, 2021

BUY
$56.17 - $63.82 $246,024 - $279,531
4,380 New
4,380 $280,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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