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

Us Financial Advisors, LLC

$289 Million
Q1 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 4,134 shares of IVW stock, worth $396,739. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,134

Previous 4,483 7.78%

Holding current value

$396,739

Previous $336,000 3.87%

% of portfolio

0.12%

Previous 0.13%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$56.99 - $63.56 $209,723 - $233,900	-3,680 Reduced 42.06%	5,070 $0

Q3 2022 Oct 13, 2022	SELL	$59.8 - $71.43 $39,826 - $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

1,679

Shares Held

384M

Call Options Held

379K

Put Options Held

363K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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