A detailed history of Trifecta Capital Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 220 shares of IVW stock, worth $20,823. This represents 0.0% of its overall portfolio holdings.

Number of Shares
220
Previous 222 0.9%
Holding current value
$20,823
Previous $22.5 Million 9.39%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025

SELL
$92.45 - $106.69 $184 - $213
-2 Reduced 0.9%
220 $20.4 Million
Q4 2024

Feb 04, 2025

SELL
$94.43 - $105.47 $29,367 - $32,801
-311 Reduced 58.35%
222 $22.5 Million
Q2 2024

Aug 07, 2024

SELL
$79.31 - $93.31 $24,427 - $28,739
-308 Reduced 36.62%
533 $49.3 Million
Q1 2024

Apr 16, 2024

SELL
$72.87 - $85.14 $36,216 - $42,314
-497 Reduced 37.14%
841 $71 Million
Q4 2023

Jan 25, 2024

BUY
$65.78 - $75.4 $32,561 - $37,323
495 Added 58.72%
1,338 $100 Million
Q4 2022

Jan 17, 2023

BUY
$56.73 - $63.56 $47,823 - $53,581
843 New
843 $49.3 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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