Tortoise Investment Management, LLC Ishares S&P 500 Growth ETF Transaction History

Tortoise Investment Management, LLC

  • $905 Million
  • Q3 2024

A detailed history of Tortoise Investment Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 5,707 shares of IVW stock, worth $605,740. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,707
Previous 3,143 81.58%
Holding current value
$605,740
Previous $290,000 88.28%
% of portfolio
0.06%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$84.77 - $97.13 $217,350 - $249,041
2,564 Added 81.58%
5,707 $546,000
Q4 2023

Feb 08, 2024
SELL
$65.78 - $75.4 $6,051 - $6,936
-92 Reduced 2.84%
3,143 $236,000
Q3 2023

Nov 09, 2023
BUY
$68.05 - $72.66 $11,364 - $12,134
167 Added 5.44%
3,235 $221,000
Q1 2022

May 06, 2022
SELL
$68.33 - $84.32 $10,932 - $13,491
-160 Reduced 4.96%
3,068 $234,000
Q4 2021

Feb 10, 2022
SELL
$73.18 - $84.81 $6,732 - $7,802
-92 Reduced 2.77%
3,228 $270,000
Q2 2021

Jul 30, 2021
SELL
$65.96 - $72.81 $18,996 - $20,969
-288 Reduced 7.98%
3,320 $241,000
Q4 2020

Feb 05, 2021
BUY
$56.17 - $63.82 $150,591 - $171,101
2,681 Added 289.21%
3,608 $230,000
Q3 2019

Nov 06, 2019
SELL
$43.49 - $46.27 $17,396 - $18,508
-400 Reduced 30.14%
927 $167,000
Q1 2019

May 07, 2019
SELL
$36.63 - $43.33 $732 - $866
-20 Reduced 1.48%
1,327 $229,000
Q2 2018

Aug 09, 2018
BUY
$37.83 - $42.01 $1,513 - $1,680
40 Added 3.06%
1,347 $219,000
Q4 2017

Jan 31, 2018
BUY
$35.95 - $38.73 $22,181 - $23,896
617 Added 89.42%
1,307 $200,000
Q3 2017

Nov 15, 2017
BUY
$35.46 - $35.85 $24,467 - $24,736
690
690 $99,000

Others Institutions Holding IVW

# of Institutions
1,862
Shares Held
416M
Call Options Held
355K
Put Options Held
483K
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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