Visionary Wealth Advisors Ishares S&P 500 Growth ETF Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Visionary Wealth Advisors holds 4,996 shares of IVW stock, worth $510,291. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,996

Previous 4,796 4.17%

Holding current value

$510,291

Previous $443,000 7.9%

% of portfolio

0.03%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$84.77 - $97.13 $16,954 - $19,426	200 Added 4.17%	4,996 $478,000
Q2 2024 Aug 13, 2024	SELL	$79.31 - $93.31 $10,151 - $11,943	-128 Reduced 2.6%	4,796 $443,000
Q1 2024 May 15, 2024	BUY	$72.87 - $85.14 $4,590 - $5,363	63 Added 1.3%	4,924 $415,000
Q4 2023 Feb 14, 2024	SELL	$65.78 - $75.4 $14,603 - $16,738	-222 Reduced 4.37%	4,861 $365,000
Q3 2023 Nov 13, 2023	SELL	$68.05 - $72.66 $136 - $145	-2 Reduced 0.04%	5,083 $347,000
Q2 2023 Aug 11, 2023	BUY	$63.21 - $70.48 $695 - $775	11 Added 0.22%	5,085 $358,000
Q1 2023 May 15, 2023	BUY	$57.25 - $63.89 $6,755 - $7,539	118 Added 2.38%	5,074 $324,000
Q4 2022 Feb 13, 2023	SELL	$56.73 - $63.56 $24,337 - $27,267	-429 Reduced 7.97%	4,956 $290,000
Q3 2022 Nov 14, 2022	SELL	$57.85 - $71.43 $8.69 Million - $10.7 Million	-150,220 Reduced 96.54%	5,385 $312,000
Q2 2022 Aug 12, 2022	BUY	$58.13 - $77.8 $862,997 - $1.16 Million	14,846 Added 10.55%	155,605 $9.39 Million
Q1 2022 May 12, 2022	BUY	$68.33 - $84.32 $472,706 - $583,325	6,918 Added 5.17%	140,759 $10.8 Million
Q4 2021 Feb 14, 2022	SELL	$73.18 - $84.81 $31,028 - $35,959	-424 Reduced 0.32%	133,841 $11.2 Million
Q3 2021 Nov 12, 2021	SELL	$72.99 - $79.0 $91,894 - $99,461	-1,259 Reduced 0.93%	134,265 $9.92 Million
Q2 2021 Aug 13, 2021	BUY	$65.96 - $72.81 $2.56 Million - $2.83 Million	38,819 Added 40.14%	135,524 $9.86 Million
Q1 2021 May 18, 2021	BUY	$61.43 - $67.25 $463,673 - $507,603	7,548 Added 8.47%	96,705 $6.3 Million
Q4 2020 Feb 16, 2021	BUY	$56.17 - $63.82 $4.86 Million - $5.52 Million	86,475 Added 3224.27%	89,157 $5.69 Million
Q3 2020 Nov 16, 2020	BUY	$52.42 - $62.43 $140,590 - $167,437	2,682 New	2,682 $620,000
Q2 2020 Aug 14, 2020	SELL	$39.5 - $52.48 $53,680 - $71,320	-1,359 Closed	0 $0
Q1 2020 May 15, 2020	SELL	$36.14 - $52.65 $157,823 - $229,922	-4,367 Reduced 76.27%	1,359 $225,000
Q4 2019 Feb 14, 2020	BUY	$43.72 - $48.62 $250,340 - $278,398	5,726 New	5,726 $1.11 Million

Others Institutions Holding IVW

# of Institutions

1,818

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

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Visionary Wealth Advisors Ishares S&P 500 Growth ETF Transaction History