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

Tru Wealth Advisors, LLC

$1.61 Billion
Q3 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 3,352 shares of IVW stock, worth $344,451. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,352

Previous 3,352 -0.0%

Holding current value

$344,451

Previous $310,000 3.23%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$68.05 - $72.66 $9,663 - $10,317	-142 Reduced 4.06%	3,352 $229,000
Q1 2023 Apr 25, 2023	SELL	$57.25 - $63.89 $10,247 - $11,436	-179 Reduced 4.87%	3,494 $223,000
Q2 2022 Jul 22, 2022	SELL	$58.13 - $77.8 $13,834 - $18,516	-238 Reduced 6.09%	3,673 $222,000
Q1 2022 Apr 27, 2022	SELL	$68.33 - $84.32 $2,118 - $2,613	-31 Reduced 0.79%	3,911 $299,000
Q2 2021 Jul 29, 2021	BUY	$65.96 - $72.81 $21,898 - $24,172	332 Added 9.2%	3,942 $287,000
Q1 2021 May 10, 2021	SELL	$61.43 - $67.25 $10,688 - $11,701	-174 Reduced 4.6%	3,610 $235,000
Q4 2020 Jan 26, 2021	BUY	$56.17 - $63.82 $212,547 - $241,494	3,784 New	3,784 $241,000

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