A detailed history of True Wealth Design, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, True Wealth Design, LLC holds 627 shares of IVW stock, worth $62,392. This represents 0.02% of its overall portfolio holdings.

Number of Shares
627
Previous 627 -0.0%
Holding current value
$62,392
Previous $58 Million 3.47%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

SELL
$65.78 - $75.4 $11,379 - $13,044
-173 Reduced 21.63%
627 $47.1 Million
Q4 2022

Feb 15, 2023

BUY
$56.73 - $63.56 $45,384 - $50,848
800 New
800 $46.8 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 True Wealth Design, LLC Portfolio

Follow True Wealth Design, 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 True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.