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

Strategies Wealth Advisors, LLC

$650 Billion
Q1 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 28,751 shares of IVW stock, worth $2.7 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

28,751

Previous 31,318 8.2%

Holding current value

$2.7 Million

Previous $2.35 Billion 3.22%

% of portfolio

0.37%

Previous 0.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$72.87 - $85.14 $187,057 - $218,554	-2,567 Reduced 8.2%	28,751 $2.43 Billion
Q4 2023 Jan 22, 2024	BUY	$65.78 - $75.4 $2,696 - $3,091	41 Added 0.13%	31,318 $2.35 Billion
Q3 2023 Oct 10, 2023	SELL	$68.05 - $72.66 $84,586 - $90,316	-1,243 Reduced 3.82%	31,277 $2.14 Billion
Q2 2023 Jul 12, 2023	SELL	$63.21 - $70.48 $18,773 - $20,932	-297 Reduced 0.91%	32,520 $2.29 Billion
Q1 2023 Jun 27, 2023	BUY	$57.25 - $63.89 $311,211 - $347,306	5,436 Added 19.85%	32,817 $2.1 Billion

Q4 2022 Jun 27, 2023	BUY	$56.99 - $63.56 $276,458 - $308,329	4,851 Added 21.53%	27,381 $1.6 Billion
Q2 2022 Jun 27, 2023	SELL	$58.13 - $77.8 $25,867 - $34,621	-445 Reduced 1.94%	22,530 $1.36 Billion
Q1 2022 Jun 27, 2023	SELL	$68.33 - $84.32 $142,468 - $175,807	-2,085 Reduced 8.32%	22,975 $1.75 Billion
Q4 2021 Jun 26, 2023	BUY	$73.18 - $84.81 $1.83 Million - $2.13 Million	25,060 New	25,060 $2.1 Billion

Others Institutions Holding IVW

# of Institutions

1,677

Shares Held

384M

Call Options Held

379K

Put Options Held

363K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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