Tarbox Family Office, Inc. Ishares S&P 500 Growth ETF Transaction History

Tarbox Family Office, Inc.

$601 Million
Q1 2025

A detailed history of Tarbox Family Office, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Tarbox Family Office, Inc. holds 8,323 shares of IVW stock, worth $862,096. This represents 0.13% of its overall portfolio holdings.

Number of Shares

8,323

Previous 9,702 14.21%

Holding current value

$862,096

Previous $985,000 21.62%

% of portfolio

0.13%

Previous 0.16%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$92.45 - $106.69 $127,488 - $147,125	-1,379 Reduced 14.21%	8,323 $772,000
Q4 2024 Jan 16, 2025	BUY	$94.43 - $105.47 $472 - $527	5 Added 0.05%	9,702 $985,000
Q3 2024 Oct 23, 2024	BUY	$84.77 - $97.13 $423 - $485	5 Added 0.05%	9,697 $928,000
Q2 2024 Jul 16, 2024	BUY	$79.31 - $93.31 $237 - $279	3 Added 0.03%	9,692 $896,000
Q1 2024 Apr 15, 2024	SELL	$72.87 - $85.14 $655 - $766	-9 Reduced 0.09%	9,689 $818,000
Q4 2023 Feb 08, 2024	BUY	$65.78 - $75.4 $1,447 - $1,658	22 Added 0.23%	9,698 $728,000
Q1 2023 Apr 11, 2023	SELL	$57.25 - $63.89 $95,607 - $106,696	-1,670 Reduced 14.72%	9,676 $618,000
Q4 2022 Jan 25, 2023	SELL	$56.73 - $63.56 $71,763 - $80,403	-1,265 Reduced 10.03%	11,346 $0
Q2 2022 Jul 19, 2022	BUY	$58.13 - $77.8 $465 - $622	8 Added 0.06%	12,611 $761,000
Q1 2022 Apr 25, 2022	BUY	$68.33 - $84.32 $546 - $674	8 Added 0.06%	12,603 $963,000
Q4 2021 Jan 06, 2022	BUY	$73.18 - $84.81 $439 - $508	6 Added 0.05%	12,595 $1.05 Million
Q3 2021 Oct 12, 2021	SELL	$72.99 - $79.0 $47,954 - $51,903	-657 Reduced 4.96%	12,589 $930,000
Q1 2021 Apr 27, 2021	SELL	$61.43 - $67.25 $58,358 - $63,887	-950 Reduced 6.69%	13,246 $862,000
Q4 2020 Jan 27, 2021	BUY	$56.17 - $63.82 $555,914 - $631,626	9,897 Added 230.22%	14,196 $906,000
Q3 2020 Oct 22, 2020	SELL	$52.42 - $62.43 $5,242 - $6,243	-100 Reduced 2.27%	4,299 $993,000
Q2 2020 Jul 23, 2020	BUY	$39.5 - $52.48 $11,178 - $14,851	283 Added 6.88%	4,399 $913,000
Q1 2020 Apr 30, 2020	BUY	$36.14 - $52.65 $33,610 - $48,964	930 Added 29.19%	4,116 $679,000
Q4 2017 Jan 29, 2018	SELL	$35.95 - $38.73 $3,666 - $3,950	-102 Reduced 3.1%	3,186 $487,000
Q3 2017 Oct 19, 2017	BUY	$35.46 - $35.85 $116,592 - $117,874	3,288	3,288 $472,000

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

Ticker IVW
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Industry ETFs

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Tarbox Family Office, Inc. Ishares S&P 500 Growth ETF Transaction History