A detailed history of United Asset Strategies, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, United Asset Strategies, Inc. holds 2,672 shares of IVW stock, worth $256,004. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,672
Previous 2,672 -0.0%
Holding current value
$256,004
Previous $200,000 12.5%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 30, 2024

BUY
$65.78 - $75.4 $175,764 - $201,468
2,672 New
2,672 $200,000
Q2 2022

Aug 15, 2022

SELL
$58.13 - $77.8 $155,323 - $207,881
-2,672 Closed
0 $0
Q1 2022

Apr 29, 2022

BUY
$68.33 - $84.32 $182,577 - $225,303
2,672 New
2,672 $204,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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