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

True Wealth Advisors, LLC

$271 Million
Q3 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 4,222 shares of IVW stock, worth $433,852. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,222

Previous 5,732 26.34%

Holding current value

$433,852

Previous $530,000 23.77%

% of portfolio

0.15%

Previous 0.21%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$84.77 - $97.13 $128,002 - $146,666	-1,510 Reduced 26.34%	4,222 $404,000
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

1,824

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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