True Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

True Wealth Advisors, LLC

  • $249 Million
  • Q2 2024

A detailed history of True Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 5,732 shares of IVW stock, worth $546,144. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,732
Previous 4,342 32.01%
Holding current value
$546,144
Previous $366,000 44.81%
% of portfolio
0.21%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
BUY
$79.31 - $93.31 $110,240 - $129,700
1,390 Added 32.01%
5,732 $530,000
Q1 2024

Apr 23, 2024
BUY
$72.87 - $85.14 $108,066 - $126,262
1,483 Added 51.87%
4,342 $366,000
Q4 2023

Feb 08, 2024
SELL
$65.78 - $75.4 $8,222 - $9,425
-125 Reduced 4.19%
2,859 $214,000
Q3 2023

Nov 07, 2023
BUY
$68.05 - $72.66 $203,061 - $216,817
2,984 New
2,984 $204,000

Others Institutions Holding IVW

# of Institutions
1,758
Shares Held
430M
Call Options Held
281K
Put Options Held
217K
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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