Valued Wealth Advisors LLC Ishares S&P 500 Growth ETF Transaction History

Valued Wealth Advisors LLC

  • $167 Billion
  • Q1 2025

A detailed history of Valued Wealth Advisors LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 3,003 shares of IVW stock, worth $284,233. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,003
Previous 2,956 1.59%
Holding current value
$284,233
Previous $300 Million 7.12%
% of portfolio
0.17%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$92.45 - $106.69 $4,345 - $5,014
47 Added 1.59%
3,003 $279 Million
Q4 2024

Jan 22, 2025
BUY
$94.43 - $105.47 $222,382 - $248,381
2,355 Added 391.85%
2,956 $300 Million
Q3 2024

Oct 28, 2024
BUY
$84.77 - $97.13 $31,364 - $35,938
370 Added 160.17%
601 $57.5 Million
Q2 2024

Jul 16, 2024
BUY
$79.31 - $93.31 $18,320 - $21,554
231 New
231 $21.4 Million

Others Institutions Holding IVW

# of Institutions
2,024
Shares Held
431M
Call Options Held
183K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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