A detailed history of Usa Financial Portformulas Corp transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Usa Financial Portformulas Corp holds 838,089 shares of IVW stock, worth $81.7 Million. This represents 12.51% of its overall portfolio holdings.

Number of Shares
838,089
Previous 874,515 4.17%
Holding current value
$81.7 Million
Previous $80.9 Million 0.84%
% of portfolio
12.51%
Previous 13.14%

Shares

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

Oct 08, 2024

SELL
$84.77 - $97.13 $3.09 Million - $3.54 Million
-36,426 Reduced 4.17%
838,089 $80.2 Million
Q2 2024

Jul 12, 2024

SELL
$79.31 - $93.31 $2.24 Million - $2.63 Million
-28,183 Reduced 3.12%
874,515 $80.9 Million
Q1 2024

Apr 30, 2024

BUY
$72.87 - $85.14 $3.44 Million - $4.02 Million
47,259 Added 5.52%
902,698 $76.2 Million
Q4 2023

Feb 07, 2024

BUY
$65.78 - $75.4 $56.3 Million - $64.5 Million
855,439 New
855,439 $64.2 Million
Q2 2022

Aug 15, 2022

SELL
$58.13 - $77.8 $1,162 - $1,556
-20 Closed
0 $0
Q1 2022

Aug 16, 2022

SELL
$68.33 - $84.32 $4,714 - $5,818
-69 Reduced 77.53%
20 $2,000
Q4 2021

Feb 10, 2022

BUY
$73.18 - $84.81 $6,513 - $7,548
89 New
89 $7,000
Q1 2021

May 06, 2021

SELL
$61.43 - $67.25 $5,897 - $6,456
-96 Closed
0 $0
Q4 2020

Jan 29, 2021

BUY
$56.17 - $63.82 $4,044 - $4,595
72 Added 300.0%
96 $6,000
Q3 2020

Oct 09, 2020

BUY
$52.42 - $62.43 $1,258 - $1,498
24 New
24 $6,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


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