Swisher Financial Concepts, Inc. Ishares S&P 500 Growth ETF Transaction History

Swisher Financial Concepts, Inc.

  • $109 Million
  • Q1 2025

A detailed history of Swisher Financial Concepts, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 4,279 shares of IVW stock, worth $449,722. This represents 0.36% of its overall portfolio holdings.

Number of Shares
4,279
Previous 3,250 31.66%
Holding current value
$449,722
Previous $329,000 20.36%
% of portfolio
0.36%
Previous 0.41%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$92.45 - $106.69 $95,131 - $109,784
1,029 Added 31.66%
4,279 $396,000
Q4 2024

Feb 13, 2025
SELL
$94.43 - $105.47 $122,570 - $136,900
-1,298 Reduced 28.54%
3,250 $329,000
Q3 2024

Nov 05, 2024
SELL
$84.77 - $97.13 $2,373 - $2,719
-28 Reduced 0.61%
4,548 $429,000
Q2 2024

Jul 22, 2024
BUY
$79.31 - $93.31 $79 - $93
1 Added 0.02%
4,576 $430,000
Q1 2024

Apr 23, 2024
SELL
$72.87 - $85.14 $2,040 - $2,383
-28 Reduced 0.61%
4,575 $384,000
Q4 2023

Feb 13, 2024
BUY
$65.78 - $75.4 $302,785 - $347,066
4,603 New
4,603 $345,000

Others Institutions Holding IVW

# of Institutions
2,027
Shares Held
427M
Call Options Held
203K
Put Options Held
136K
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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