A detailed history of Tyler Stone Wealth Management transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Tyler Stone Wealth Management holds 34,323 shares of IVW stock, worth $3.53 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
34,323
Previous 17,454 96.65%
Holding current value
$3.53 Million
Previous $1.62 Million 103.47%
% of portfolio
0.64%
Previous 0.68%

Shares

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

Nov 04, 2024

BUY
$84.77 - $97.13 $1.43 Million - $1.64 Million
16,869 Added 96.65%
34,323 $3.29 Million
Q2 2024

Aug 14, 2024

SELL
$79.31 - $93.31 $10,468 - $12,316
-132 Reduced 0.75%
17,454 $1.62 Million
Q1 2024

May 15, 2024

BUY
$72.87 - $85.14 $218 - $255
3 Added 0.02%
17,586 $1.48 Million
Q4 2023

Feb 14, 2024

BUY
$65.78 - $75.4 $10,064 - $11,536
153 Added 0.88%
17,583 $1.32 Million
Q2 2023

Aug 14, 2023

BUY
$63.21 - $70.48 $62,767 - $69,986
993 Added 6.04%
17,430 $1.23 Million
Q4 2022

Feb 14, 2023

BUY
$56.73 - $63.56 $171,891 - $192,586
3,030 Added 22.6%
16,437 $962,000
Q3 2022

Nov 14, 2022

SELL
$57.85 - $71.43 $322,455 - $398,150
-5,574 Reduced 29.37%
13,407 $776,000
Q2 2022

Aug 11, 2022

BUY
$58.13 - $77.8 $430,220 - $575,797
7,401 Added 63.91%
18,981 $1.15 Million
Q4 2021

Feb 22, 2022

BUY
$73.18 - $84.81 $847,424 - $982,099
11,580 New
11,580 $969,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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