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 533 shares of IVW stock, worth $54,771. This represents 0.01% of its overall portfolio holdings.

Number of Shares
533
Previous 533 -0.0%
Holding current value
$54,771
Previous $49.3 Million 3.47%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Trifecta Capital Advisors, LLC Portfolio

Follow Trifecta Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trifecta Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trifecta Capital Advisors, LLC with notifications on news.