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

Tobias Financial Advisors, Inc.

$431 Million
Q1 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 64,094 shares of IVW stock, worth $6.03 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

64,094

Previous 64,682 0.91%

Holding current value

$6.03 Million

Previous $4.86 Million 11.43%

% of portfolio

1.25%

Previous 1.21%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$56.99 - $63.56 $2.83 Million - $3.16 Million	49,641 Added 201.45%	74,283 $4.35 Million
Q3 2022 Nov 14, 2022	SELL	$59.8 - $71.43 $743,971 - $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

1,677

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