A detailed history of Truepoint, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Truepoint, Inc. holds 39,486 shares of IVW stock, worth $3.93 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
39,486
Previous 39,933 1.12%
Holding current value
$3.93 Million
Previous $3.7 Million 2.3%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Nov 12, 2024

SELL
$84.77 - $97.13 $37,892 - $43,417
-447 Reduced 1.12%
39,486 $3.78 Million
Q1 2024

May 09, 2024

SELL
$72.87 - $85.14 $6,266 - $7,322
-86 Reduced 0.21%
39,933 $3.37 Million
Q4 2023

Feb 12, 2024

SELL
$65.78 - $75.4 $195,169 - $223,711
-2,967 Reduced 6.9%
40,019 $3.01 Million
Q3 2023

Nov 09, 2023

BUY
$68.05 - $72.66 $68 - $72
1 Added 0.0%
42,986 $2.94 Million
Q2 2023

Aug 08, 2023

BUY
$63.21 - $70.48 $316 - $352
5 Added 0.01%
42,985 $3.03 Million
Q1 2023

May 08, 2023

BUY
$57.25 - $63.89 $211,882 - $236,456
3,701 Added 9.42%
42,980 $2.75 Million
Q4 2022

Feb 13, 2023

BUY
$56.73 - $63.56 $1.56 Million - $1.75 Million
27,492 Added 233.24%
39,279 $2.3 Million
Q2 2022

Aug 08, 2022

SELL
$58.13 - $77.8 $3,545 - $4,745
-61 Reduced 0.51%
11,787 $711,000
Q2 2021

Aug 04, 2021

BUY
$65.96 - $72.81 $65 - $72
1 Added 0.01%
11,848 $862,000
Q1 2021

Apr 30, 2021

SELL
$61.43 - $67.25 $15,787 - $17,283
-257 Reduced 2.12%
11,847 $771,000
Q4 2020

Feb 02, 2021

BUY
$56.17 - $63.82 $679,881 - $772,477
12,104 New
12,104 $772,000
Q1 2020

May 13, 2020

SELL
$36.14 - $52.65 $127,104 - $185,170
-3,517 Closed
0 $0
Q4 2019

Jan 27, 2020

SELL
$43.72 - $48.62 $4,546 - $5,056
-104 Reduced 2.87%
3,517 $681,000
Q3 2019

Nov 07, 2019

BUY
$43.49 - $46.27 $16,395 - $17,443
377 Added 11.62%
3,621 $652,000
Q4 2018

Feb 13, 2019

SELL
$35.15 - $44.43 $24,605 - $31,101
-700 Reduced 17.75%
3,244 $489,000
Q3 2018

Nov 14, 2018

SELL
$40.58 - $44.29 $13,188 - $14,394
-325 Reduced 7.61%
3,944 $699,000
Q2 2018

Aug 09, 2018

BUY
$37.83 - $42.01 $135,696 - $150,689
3,587 Added 525.95%
4,269 $694,000
Q1 2018

May 08, 2018

SELL
$37.4 - $41.49 $138,866 - $154,052
-3,713 Reduced 84.48%
682 $4.4 Million
Q4 2017

Feb 05, 2018

SELL
$35.95 - $38.73 $92,355 - $99,497
-2,569 Reduced 36.89%
4,395 $671,000
Q3 2017

Nov 21, 2017

SELL
$35.46 - $35.85 $35.2 Million - $35.6 Million
-991,833 Reduced 99.3%
6,964 $999,000
Q3 2017

Nov 17, 2017

BUY
$35.46 - $35.85 $35.4 Million - $35.8 Million
998,797
998,797 $999,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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