A detailed history of Vishria Bird Financial Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 3,964 shares of IVW stock, worth $396,082. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,964
Previous 3,964 -0.0%
Holding current value
$396,082
Previous $367,000 3.54%
% of portfolio
0.14%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 17, 2023

SELL
$57.25 - $63.89 $14,369 - $16,036
-251 Reduced 5.95%
3,964 $253,000
Q2 2022

Aug 04, 2022

SELL
$58.13 - $77.8 $97,077 - $129,926
-1,670 Reduced 28.38%
4,215 $254,000
Q1 2021

Apr 27, 2021

SELL
$61.43 - $67.25 $14,190 - $15,534
-231 Reduced 3.78%
5,885 $383,000
Q4 2020

Jan 26, 2021

BUY
$56.17 - $63.82 $257,651 - $292,742
4,587 Added 300.0%
6,116 $390,000
Q2 2018

Aug 06, 2018

BUY
$37.83 - $42.01 $57,842 - $64,233
1,529 New
1,529 $249,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Vishria Bird Financial Group, LLC Portfolio

Follow Vishria Bird Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Vishria Bird Financial Group, LLC with notifications on news.