Trail Ridge Investment Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Trail Ridge Investment Advisors, LLC

  • $207 Million
  • Q3 2024

A detailed history of Trail Ridge Investment Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Trail Ridge Investment Advisors, LLC holds 3,737 shares of IVW stock, worth $371,868. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,737
Previous 3,492 7.02%
Holding current value
$371,868
Previous $323,000 10.53%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Oct 24, 2024
BUY
$84.77 - $97.13 $20,768 - $23,796
245 Added 7.02%
3,737 $357,000
Q2 2024

Aug 14, 2024
BUY
$79.31 - $93.31 $276,950 - $325,838
3,492 New
3,492 $323,000
Q3 2022

Nov 14, 2022
SELL
$57.85 - $71.43 $163,889 - $202,361
-2,833 Reduced 46.71%
3,232 $202,000
Q2 2022

Aug 02, 2022
SELL
$58.13 - $77.8 $481,200 - $644,028
-8,278 Reduced 57.71%
6,065 $366,000
Q1 2022

May 16, 2022
SELL
$68.33 - $84.32 $64,025 - $79,007
-937 Reduced 6.13%
14,343 $1.1 Million
Q4 2021

Feb 14, 2022
BUY
$73.18 - $84.81 $1.12 Million - $1.3 Million
15,280 New
15,280 $1.28 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

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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