Us Financial Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Us Financial Advisors, LLC

$320 Million
Q3 2024

A detailed history of Us Financial Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Us Financial Advisors, LLC holds 4,106 shares of IVW stock, worth $431,951. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,106

Previous 4,105 0.02%

Holding current value

$431,951

Previous $379,000 3.69%

% of portfolio

0.12%

Previous 0.13%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$84.77 - $97.13 $84 - $97	1 Added 0.02%	4,106 $393,000
Q2 2024 Aug 01, 2024	SELL	$79.31 - $93.31 $2,299 - $2,705	-29 Reduced 0.7%	4,105 $379,000
Q1 2024 May 13, 2024	SELL	$72.87 - $85.14 $25,431 - $29,713	-349 Reduced 7.78%	4,134 $349,000
Q4 2023 Feb 07, 2024	SELL	$65.78 - $75.4 $7,696 - $8,821	-117 Reduced 2.54%	4,483 $336,000
Q2 2023 Aug 09, 2023	SELL	$63.21 - $70.48 $23,008 - $25,654	-364 Reduced 7.33%	4,600 $324,000
Q1 2023 May 04, 2023	SELL	$57.25 - $63.89 $6,068 - $6,772	-106 Reduced 2.09%	4,964 $317,000
Q4 2022 Jan 26, 2023	SELL	$56.73 - $63.56 $208,766 - $233,900	-3,680 Reduced 42.06%	5,070 $0
Q3 2022 Oct 13, 2022	SELL	$57.85 - $71.43 $38,528 - $47,572	-666 Reduced 7.07%	8,750 $506,000
Q2 2022 Aug 15, 2022	BUY	$58.13 - $77.8 $4,824 - $6,457	83 Added 0.89%	9,416 $568,000
Q1 2022 May 13, 2022	SELL	$68.33 - $84.32 $188,795 - $232,976	-2,763 Reduced 22.84%	9,333 $713,000
Q4 2021 Feb 14, 2022	BUY	$73.18 - $84.81 $6,805 - $7,887	93 Added 0.77%	12,096 $1.01 Million
Q3 2021 Oct 26, 2021	SELL	$72.99 - $79.0 $134,374 - $145,439	-1,841 Reduced 13.3%	12,003 $887,000
Q2 2021 Aug 10, 2021	SELL	$65.96 - $72.81 $1.15 Million - $1.27 Million	-17,412 Reduced 55.71%	13,844 $1.01 Million
Q1 2021 Apr 30, 2021	SELL	$61.43 - $67.25 $5.49 Million - $6.01 Million	-89,329 Reduced 74.08%	31,256 $2.04 Million
Q4 2020 Feb 18, 2021	BUY	$56.17 - $63.82 $6.77 Million - $7.7 Million	120,585 New	120,585 $7.7 Million

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Us Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Financial Advisors, LLC with notifications on news.

Account

Us Financial Advisors, LLC Ishares S&P 500 Growth ETF Transaction History