Tobias Financial Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History

Tobias Financial Advisors, Inc.

$486 Million
Q3 2024

A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 60,373 shares of IVW stock, worth $6.01 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

60,373

Previous 62,467 3.35%

Holding current value

$6.01 Million

Previous $5.78 Million -0.0%

% of portfolio

1.19%

Previous 1.28%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$84.77 - $97.13 $177,508 - $203,390	-2,094 Reduced 3.35%	60,373 $5.78 Million
Q2 2024 Aug 13, 2024	SELL	$79.31 - $93.31 $129,037 - $151,815	-1,627 Reduced 2.54%	62,467 $5.78 Million
Q1 2024 May 02, 2024	SELL	$72.87 - $85.14 $42,847 - $50,062	-588 Reduced 0.91%	64,094 $5.41 Million
Q4 2023 Feb 14, 2024	SELL	$65.78 - $75.4 $99,525 - $114,080	-1,513 Reduced 2.29%	64,682 $4.86 Million
Q3 2023 Nov 03, 2023	BUY	$68.05 - $72.66 $126,845 - $135,438	1,864 Added 2.9%	66,195 $4.53 Million
Q2 2023 Aug 03, 2023	SELL	$63.21 - $70.48 $219,149 - $244,354	-3,467 Reduced 5.11%	64,331 $4.53 Million
Q1 2023 Apr 24, 2023	SELL	$57.25 - $63.89 $371,266 - $414,326	-6,485 Reduced 8.73%	67,798 $4.33 Million
Q4 2022 Feb 13, 2023	BUY	$56.73 - $63.56 $2.82 Million - $3.16 Million	49,641 Added 201.45%	74,283 $4.35 Million
Q3 2022 Nov 14, 2022	SELL	$57.85 - $71.43 $719,711 - $888,660	-12,441 Reduced 33.55%	24,642 $1.43 Million
Q2 2022 Aug 12, 2022	BUY	$58.13 - $77.8 $670,645 - $897,578	11,537 Added 45.16%	37,083 $2.24 Million
Q1 2022 May 09, 2022	BUY	$68.33 - $84.32 $1.75 Million - $2.15 Million	25,546 New	25,546 $1.95 Million
Q4 2021 Feb 09, 2022	SELL	$73.18 - $84.81 $1.73 Million - $2 Million	-23,610 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$72.99 - $79.0 $437 - $474	-6 Reduced 0.03%	23,610 $1.75 Million
Q1 2021 May 07, 2021	SELL	$61.43 - $67.25 $208,370 - $228,112	-3,392 Reduced 12.56%	23,616 $1.54 Million
Q4 2020 Feb 12, 2021	BUY	$56.17 - $63.82 $1.13 Million - $1.28 Million	20,087 Added 290.23%	27,008 $1.72 Million
Q3 2020 Nov 05, 2020	SELL	$52.42 - $62.43 $30,193 - $35,959	-576 Reduced 7.68%	6,921 $1.6 Million
Q2 2020 Nov 05, 2020	SELL	$39.5 - $52.48 $316 - $419	-8 Reduced 0.11%	7,497 $1.56 Million
Q1 2020 May 13, 2020	SELL	$36.14 - $52.65 $6,396 - $9,319	-177 Reduced 2.3%	7,505 $1.24 Million
Q4 2019 Feb 04, 2020	BUY	$43.72 - $48.62 $335,857 - $373,498	7,682 New	7,682 $1.49 Million

Others Institutions Holding IVW

# of Institutions

1,816

Shares Held

414M

Call Options Held

355K

Put Options Held

454K

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 Tobias Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tobias Financial Advisors, Inc. with notifications on news.

Account

Tobias Financial Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History